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AI INVESTMENT DEMAND
Shenzhen Longsys Electronics secures $903 million funding to boost AI data center technology expansionShenzhen Longsys Electronics raised over seven billion Hong Kong dollars in its recent stock offering. This significant capital infusion is...08 Sep, 2026, 12.21 PM IST- Global Market: Kospi extends winning streak to four sessions as Samsung, SK Hynix rallySouth Korean stocks surged nearly 2%, with the Kospi reaching a three-week high, driven by semiconductor gains as concerns over AI investme...08 Sep, 2026, 09.44 AM IST
- TCS opens UK engineering hub, expects new job creationTata Consultancy Services has inaugurated a cutting-edge engineering center in the UK, with plans to create approximately five thousand job...07 Sep, 2026, 10.24 PM IST
- China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...07 Sep, 2026, 03.58 PM IST
- UK's IQE swings to first-half profit and sees more AI data centre upsideBritish chip maker IQE reported a first-half profit, supported by strong AI demand. The company maintained its annual outlook, exceeding ea...07 Sep, 2026, 03.24 PM IST
- ETMarkets Management Talk | AI and data centres are powering CleanMax's next growth engine; 42% of portfolio now comes from the segment, says Kuldeep JainIn an interaction with Kshitij Anand of ETMarkets, Kuldeep Jain, Founder and Managing Director of CleanMax, says the rapid expansion of hyp...07 Sep, 2026, 09.40 AM IST
- TCS’ HyperVault to build 1 GW AI data centre campus in Hyderabad with Rs 70,000 cr investmentHyperVault, a TCS subsidiary, will develop a large AI data centre campus in Hyderabad. This facility will have a 1 Gigawatt capacity and si...05 Sep, 2026, 04.34 PM IST
- India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...05 Sep, 2026, 12.58 PM IST
- ByteDance secures $29.6 billion loan in AI push, sources sayByteDance secured a massive $29.6 billion loan from nearly thirty banks. Chinese banks provided over sixty percent of this significant loan...04 Sep, 2026, 05.18 PM IST
- Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...04 Sep, 2026, 04.44 PM IST
- US Market: Rising R-star adds to pressure on US Treasury yields as AI investment, borrowing lift demand for capitalUS Treasury yields are rising partly on expectations that R-star, the economy’s neutral interest rate, may be structurally higher. Heavy go...04 Sep, 2026, 10.26 AM IST
- Berkshire Hathaway CEO Greg Abel sees AI, power demand as new engines of growthBerkshire Hathaway sees AI opportunities beyond technology stocks. The company is investing in Alphabet, a significant player in artificial...02 Sep, 2026, 11.26 PM IST
- Dell shares jump 11% after strong AI server demand boosts annual forecastOn Wednesday, Dell Technologies experienced a notable surge in its shares, fueled by booming demand for AI servers. Companies such as Dell ...02 Sep, 2026, 08.23 PM IST
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...02 Sep, 2026, 01.49 PM IST
- India could be a big winner in AI data centre boom, but power demand may be the catchIndia is set to gain significantly from the global AI data centre expansion. Demand for local cloud infrastructure and sovereign AI is driv...02 Sep, 2026, 01.09 PM IST
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...02 Sep, 2026, 11.51 AM IST
- Anthropic signs $35 billion cloud deal with Nvidia-backed LambdaAnthropic has signed a cloud-computing deal worth $35 billion with Lambda, a cloud provider backed by Nvidia, for a Texas data centre. The ...01 Sep, 2026, 04.27 PM IST
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