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AI DEMAND GROWTH 2030
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...- Indonesia plans to embed AI in key programmes, including $15 billion free-meal drive, document showsIndonesia's progress on AI has been slow when compared with Singapore and Malaysia. They are pushing to establish themselves as developme...
- AI's hidden thirst: Why India must align AI and renewable energy policyIndia's AI ambitions face a critical water challenge, with data centre expansion demanding significant resources. While on-site cooling has...
- China's push for green power use in AI projects faces hurdles, experts sayEnsuring reliable electricity for AI-focused data centres has become a strategic priority, underscored in China's 2026 government work repo...
- India to witness rapid data centre growth fueled by favourable demographics: Goldman SachsThe report, titled Outlook for Data Centers in Asia, states that data centre demand is expected to grow at a 20% compound annual growth rat...
- Micron's AI moment: Can earnings sustain the historic rally?Micron has become a major beneficiary of the AI boom, driven by surging demand for high-bandwidth memory used in AI infrastructure. While i...
- 'We will talk in 5 years': Sridhar Vembu reacts to IBM CEO Arvind Krishna's statement on 'multi-trillion dollar AI data center bubble'Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...
- US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
- AI startups fuel talent war as hiring surges across IndiaIndia's AI startups are experiencing a hiring surge, outpacing the broader tech sector as companies transition from AI experiments to large...
- US Stock Market: Accenture’s AI transformation faces investor skepticism as stock plunges; CEO Julie Sweet remains confidentAccenture's shares plunged nearly 20% after its fiscal third-quarter results revealed weaker-than-expected bookings and a softer outlook. C...
- Data centres, AI infra become IT's next growth betIndia's software services industry is finding new growth in data centers and AI. Companies like HCLTech, TCS, Accenture, and Cognizant are ...
- Accenture signals caution, but analysts see long-term IT opportunityAccenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations ar...
- L’Oréal adds Innovist to cart; HealthQuad's new fundHappy Friday! Personal care giant L’Oreal has acquired a majority stake in Innovist in India’s biggest D2C deal. This and more in today’s E...
- GenAI can add $14-17 billion to India's real estate economy: ReportConsultancy firm EY-Parthenon and realtors' apex body CREDAI, in its report 'GenAI in Indian real estate - Scaling the next frontier of inn...
- International Finance Corporation announces $371 million investment in data centre operator SifyThe International Finance Corporation is investing $371 million in Sify Technologies. This funding will develop two new data centres in Nav...
- GenAI could deliver up to 50% higher sales velocity and faster launches for India’s real estate sectorGenerative AI promises to revolutionize Indian real estate, boosting sales velocity by up to 50% and slashing project launch times by 30%. ...
- Will Zee Entertainment’s FIFA World Cup deal turn the needle for its 3.3 crore shareholders?Zee Entertainment Enterprises pulled off a surprise win by securing India's broadcast and digital rights for multiple FIFA events through 2...
- AI in Hungary could unlock productivity gains of €15 billion: McKinseyMcKinsey projects AI could boost Hungary's productivity by €15 billion by 2030, helping close the gap with European neighbours. However, la...
- Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...
- Adani Enterprises shares in focus on partnership with Jabil to build AI data centres in IndiaAdani Enterprises will be in focus after announcing a strategic partnership with Jabil to develop an AI and data centre infrastructure manu...
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