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BERNSTEIN RESEARCH REPORT
Data center pipeline faces construction delays, cancellations to mount through 2027: BernsteinGlobal data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are significantly impacting...- US Stock Market: Starship, AI ambitions fuel bullish Wall Street outlook on newly listed SpaceXSpaceX joins the Nasdaq-100 index, attracting billions in passive investment flows. Wall Street brokerages initiated coverage with overwhel...
- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
- India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
- 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...
- AI market likely to split between premium frontier models and lower-cost alternatives: BernsteinThe global artificial intelligence (AI) market is likely to evolve into a two-tier structure, with premium frontier AI models serving highl...
- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- Paytm shares crash 8% as RBI cancels Paytm Payments Bank's banking license. What lies ahead?Shares of One 97 Communications, the driving force behind Paytm, have taken a hit following the Reserve Bank of India's unexpected move to ...
- Elon Musk lays out Terafab AI chip project planElon Musk announced Tesla will utilize Intel's 14A process for its ambitious Terafab chip project in Texas. This advanced complex aims to p...
- From AI to subsidies: Bernstein’s candid open letter to PM Modi flags 8 critical fault linesGlobal brokerage Bernstein has cautioned India against becoming a mere user of future technology. The firm suggests that continued reliance...
- Quick commerce to lead metros, modern trade to flourish in next 400 cities: BernsteinIndia's internet economy is evolving, with quick commerce dominating top cities, modern trade flourishing in the next 400, and general trad...
- Quick commerce to stay competitive, food delivery remains profit engine: Bernstein ResearchQuick commerce in India is set for intense competition, with food delivery remaining the primary profit driver for online platforms. While ...
- DeepSeek was not built for $5 million: Bernstein report challenges Chinese AI chatbot's claimA Bernstein report addresses the excitement surrounding DeepSeek, an emerging AI company, clarifying that while its models demonstrate stro...
- RIL’s new energy business revenue set to hit $10 billion mark by 2030: BernsteinBernstein estimates revenue from Reliance Industries' clean energy vertical to hit $10bn by 2030, and sees potential for 60% of the overall...
- Bernstein bets big on RIL, sees Jio’s subscriber base hitting 500 million in FY26Reliance Jio Infocomm will further extend its market share, set to take its subscriber base to 490-500 million, helped by positive long-ter...
- Segment leaders like Nykaa, Zomato may gain market share amid funding winter: BernsteinPrivate wealth management firm Bernstein predicts that Indian internet companies may face funding challenges for the rest of the year, poss...
- HDFC Bank leads peer lenders over mobile transactions despite tech glitchesAs per data analysed by Bernstein, Kotak has a 2% share in system deposits but has a 5% share in mobile transaction. SBI Yono ranks low on ...
- Jio is going to pinch Mukesh Ambani's deep pocket really hardJio may lose nearly $2.1 bn this fiscal when costs such as handset subsidies are included, Bernstein estimates.
- Govt, RIL in proxy fight over KG-D6 output decline: BernsteinReliance Industries wants a hike in the price of natural gas to resume drilling in the KG-D6 fields, which have seen a sharp drop in output...
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