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CENTRE SPENDING ON INFRASTRUCTURE
US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...- Software-hardware loop fuelling all new AI super cycleWhile energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...
- India's private investment gains overtakes government share post-COVID: ReportPrivate companies have emerged as the main drivers of investment in India after the pandemic, accounting for 71.3% of project announcements...
- Jio IPO: Spectrum acquisition, among 7 risks investors need to know about India’s largest offerThe IPO comes at a time when Jio's operating performance remains robust. For the March quarter of FY26, the telecom giant reported a 13% ye...
- 'We will talk in 5 years': Sridhar Vembu reacts to IBM CEO Arvind Krishna's statement on 'multi-trillion dollar AI data center bubble'Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...
- US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
- Critical Stage: India's concert boom has a venue problemIndia's booming live entertainment scene, evidenced by massive ticket sales for global and local artists, faces a critical hurdle: a severe...
- AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
- AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
- Jio revs up IPO engine; Accenture shock sinks ITJio Platforms has kicked off its IPO process with the filing of its draft papers with Sebi. This and more in today's ETtech Top 5.
- The operations network behind Amazon's play to become India's everyday storeAmazon is reshaping India's quick-commerce sector through significant investments in foundational infrastructure rather than merely focusin...
- Meta in India doing what others can’t: Infrastructure head Santosh JanardhanMeta Platforms is set to build significant AI data centre capacity in India. The company is already working on a large data centre in Jamna...
- Data centres, AI infra become IT's next growth betIndia's software services industry is finding new growth in data centers and AI. Companies like HCLTech, TCS, Accenture, and Cognizant are ...
- RMZ to ramp up data center capacity with $35 billion push, exec saysThe Bengaluru-headquartered company, which currently has 250 megawatts of capacity, is in the final stages of discussions for three data ce...
- L’Oréal adds Innovist to cart; HealthQuad's new fundHappy Friday! Personal care giant L’Oreal has acquired a majority stake in Innovist in India’s biggest D2C deal. This and more in today’s E...
- Accenture cuts revenue outlook, stock crashes 17%Accenture has lowered its annual revenue growth forecast. Companies are still cautious about spending on technology. This is happening even...
- 'Getting land in Bengaluru more difficult than making satellites': Startup founder's tweet sparks Andhra-Karnataka investment warA startup founder's frustration over land acquisition for a satellite factory near Bengaluru has ignited a fierce competition between Karna...
- AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
- AI workloads push data centres to upgrade fire and cooling systemsData centres are significantly upgrading fire safety, cooling, and electrical systems following a recent Google Cloud incident. The surge i...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
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