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AI INFRASTRUCTURE
ESDS Software Solution IPO Day 3: GMP indicates 74% premium; issue subscribed 18.34x. Should you bid?- Multibagger AI stock in focus after bagging Rs 1,000 crore term sheet to provide Nvidia Blackwell GPUs
- Indian IT companies may see growth recovery from FY27 as AI spending shifts to enterprise adoption
- OpenAI issued warrants worth $5.5 billion in SB Energy, WSJ reportsOpenAI was issued warrants worth an estimated $5.5 billion in power infrastructure firm SB Energy, the Wall Street Journal reported on S...31 Aug, 2026, 10.30 AM IST
- Andreessen Horowitz raises $1.1 billion for AI infrastructure fundThe “Machine Age Fund” will invest in AI computer infrastructure such as chips, memory, networking and storage, the firm said in a blog pos...29 Aug, 2026, 09.36 AM IST
- ESDS Software Solution IPO opens with GMP signalling 76% listing gains. Should you subscribe?The company has set the IPO price band at Rs 408–429 per share for its Rs 720-crore public offering. The subscription window will remain op...28 Aug, 2026, 09.50 AM IST
- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...27 Aug, 2026, 02.16 PM IST
- Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surgePower capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s stron...27 Aug, 2026, 11.19 AM IST
- Global Market: China stocks rise as Nvidia outlook boosts AI and hardware sharesChina’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook,...27 Aug, 2026, 11.16 AM IST
- Piyush Goyal pitches India as trusted destination for data centres, cites $200 bn investment commitmentsIndia is actively promoting itself as a prime destination for data centers to Japanese businesses. Significant global hyperscaler investmen...26 Aug, 2026, 02.02 PM IST
- US Stock Market: Nvidia earnings to test AI boom as markets brace for sharp moveNvidia options are pricing in a 5.4% post-earnings move, implying a potential $280 billion swing in market value after its Q2 results. The ...26 Aug, 2026, 10.39 AM IST
- OpenAI says its new Jalapeno chip can make AI faster while using less powerOpenAI unveiled its new Jalapeno AI chip at a recent conference. This processor significantly boosts AI response speeds and reduces power c...26 Aug, 2026, 10.32 AM IST
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...26 Aug, 2026, 06.00 AM IST
- Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...25 Aug, 2026, 04.12 PM IST
- India’s data centre capacity hits new high as AI powers a 4x boomIndia leads Asia-Pacific data centre growth, with capacity quadrupling and substantial future projects underway. Significant investments fr...25 Aug, 2026, 02.45 PM IST
- AM Intelligence orders 9,000 Nvidia Vera Rubin GPUs for Hyderabad AI factoryThe order comprising 9,000 Vera Rubin NVL72 rack-scale systems is scheduled for delivery in the first quarter of 2027 and will power the fi...25 Aug, 2026, 01.03 PM IST
- Before the first server hums: India needs an impact test for the AI ageBefore advancing with AI infrastructure in India, it is crucial to conduct thorough impact assessments. Large data centres have high demand...25 Aug, 2026, 12.04 PM IST
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...24 Aug, 2026, 10.10 PM IST
- Amazon raises prices of Echo, Kindle, Fire TV in US; check the new prices across its popular device rangeAmazon has increased prices for its Echo, Kindle, Fire TV, and eero devices. Rising memory and storage component costs are pushing up hardw...24 Aug, 2026, 02.11 PM IST
- Global Market: Alibaba shares slide after $10.2 billion share placement to fund AI expansionAlibaba shares fell as much as 10% after the company launched a $10.2 billion share placement to fund AI expansion. The discounted offering...24 Aug, 2026, 10.09 AM IST
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