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AI INFRASTRUCTURE INVESTMENT
Temasek comfortable with current AI spending levels, executive saysSingapore's Temasek is not worried about the massive levels of spending from hyperscalers powering the AI buildout, its executive said on T...- Axis Bank wants to double its Rs 8,688 crore data centre exposureIndia's rising interest in artificial intelligence is prompting Axis Bank to expand its lending to data centres. With demand for large-scal...
- Beyond the SIM: Inside Jio and Airtel’s high-stakes AI pivotJio and Airtel are taking their rivalry beyond connectivity as both invest heavily in AI-ready data centres, cloud platforms, enterprise to...
- Oracle share price: ORCL stock jumps at NYSE, what is making it one of top turnover stocks in Software & IT Services sectorOracle stock: Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico...
- Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...
- FM Sitharaman meets AIIB President, suggests expansion of financing beyond physical infraFinance Minister Nirmala Sitharaman met Asian Infrastructure Investment Bank (AIIB) President Zou Jiayi and suggested the bank expand its f...
- Anthropic eyes $518 billion AI buildout; backed by 80% non-cancellable dealsThe AI startup said it plans to spend at least $111.1 billion with Google , $110 billion with Amazon and $31.4 billion with Microsoft under...
- Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildoutSamsung Electronics will invest $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marin...
- Peak XV’s Surge programme selects 18 startups for 12th cohort after revampThe new cohort announcement comes as the VC firm revamps Surge, bringing it closer to the firm’s broader early-stage investment practice an...
- The Indispensables: Seven AI titans and an $18.6 trillion economic betRemoving key AI leaders such as Elon Musk and Sam Altman could disrupt the entire AI industry profoundly. These leaders oversee companies w...
- AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
- Nvidia approves record $150 billion share buyback plan as AI boom powers cash generationNvidia approved an additional $150 billion in share buybacks, taking its remaining authorisation to $235 billion through fiscal 2028. The r...
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
- Global Market: DayOne pushes ahead with potential November IPO amid data center scrutinyData center operator DayOne is preparing for a potential US IPO in November, targeting a valuation near $20 billion. The company plans to f...
- AI, semiconductors, quantum to drive India's next infrastructure push: FM SitharamanUnion Finance Minister Nirmala Sitharaman highlighted the need for investment in AI, semiconductor chips, and quantum technology. She state...
- Govt’s frontier AI push; Insurance stock rout continuesThe government is weighing an anchor investment for a frontier AI development fund. This and more in today’s ETtech Top 5.
- AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concernsThe estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It...
- Govt eyes Rs 20,000 crore fund to power up frontier AI and compute ecosystemThe proposed National Frontier AI & Compute Fund (NFAICF) under the IndiaAI Mission is still under consultation, and its final size, struct...
- Telangana targets 5 GW data centre capacity by 2029The state currently has 300 MW of data centre capacity already operational, while another 2 GW is under development. The capacity spans glo...
- India, US discuss boosting AI economy through energy, digital infrastructure at UNGAA roundtable discussing US-India partnership in artificial intelligence and energy was hosted by the Indian Consulate. The event gathered o...
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