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AEP raises capital plan to $78 billion as data centre power demand skyrocketsAmerican Electric Power is boosting its investment plan to $78 billion. This increase is driven by the rapid growth of data centres. These ...
2008-like crisis ahead? JPMorgan launches new way to bet against debt of Microsoft, Meta, Google; what this meansInvestor anxiety is rising as oil prices surge amid the US-Iran conflict, while JPMorgan Chase has launched new credit default swaps allowi...
Analysts revise AI hyperscaler debt forecasts after Amazon bond saleHyperscalers are expected to significantly increase debt issuance this year to fund massive data center expansions for AI. Following Amazon...
AI bubble fears are creating new derivativesDebt investors are increasingly concerned about major tech companies taking on significant debt for AI development, leading to a surge in c...
Alphabet bonds' lack of guardrails highlights investor confidenceGoogle parent Alphabet raised $31.51 billion across U.S. dollar, sterling and Swiss franc bond markets in a global bond raise on Monday and...
Alphabet bonds' lack of guardrails highlights investor confidenceAlphabet's recent $31.51 billion global bond sale highlights strong investor demand for AI hyperscalers, but raises concerns over a lack of...
Oracle expands India cloud footprint on infra biz boomAI inference will define next phase of enterprise adoption, said a senior executive at Oracle expanding its cloud footprint in India. The U...
AI hyperscalers will drive higher US corporate bond supply in 2026, analysts sayWhile pent-up M&A activity and a need by companies to refinance existing debt will likely contribute to higher overall corporate bond issu...
Unpacking India’s data centre boomAI adoption and regional data rules are driving a surge in India’s data centre investments, with global and local firms planning over $50 b...
Jitters over AI spending set to grow as US tech giants flood bond marketBig tech firms are borrowing heavily to fund AI data centers. This surge in debt issuance is raising concerns about the bond market's capac...
Jitters over AI spending set to grow as US tech giants flood bond marketBig tech firms are turning aggressively to the debt markets in their race to build AI-ready data centers, a shift for Silicon Valley firms ...
IT cos on alert as hyperscalers eye a slice of enterprise spendsIT companies have so far been able to compensate for this impact through higher volumes from customers, which allowed revenues to grow. In ...
Nvidia CEO says AI boom far from overNvidia CEO Jensen Huang dismissed fears of slowing AI chip demand, projecting a $3–4 trillion market by decade’s end. Despite modest revenu...
CoreWeave's shares slip after it unveils AI spending plans in first results since IPOCoreWeave shares fell over 5% premarket after revealing $3–3.5 billion in Q2 capital spending to meet soaring AI demand, despite projecting...
Hyderabad, Chennai, New Delhi top Data centre markets in APAC“In the first three quarters of 2022 alone, over 600MW of new IT capacity has been added due to an increasing trend towards greater localis...
Quantum technology can add $310 billion to Indian economy by 2030In India, sectors such as manufacturing, high-tech, banking, and defence will likely lead the charge of adopting quantum technologies for c...
IT companies target growth from AWS, Google and Azure units within cloud practiceMost large IT service providers including Wipro, HCL Technologies and Tech Mahindra, which have signed on a number of partnerships with clo...