Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
09 Jun, 2026, 07.40 PM IST
Sterlite Tech shares slide 5% after rallying 56% in one month. Here's whySterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentimen...
08 Jun, 2026, 11.34 AM IST
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...
08 Jun, 2026, 10.33 AM IST
Sika targets growth from China renovation market, global data centresSika has re-calibrated its business model there, originally very heavily focused on new-build projects, to also focus on the renovation bus...
06 Jun, 2026, 01.44 PM IST
STT Global acquires 3.5-acre land parcel in Navi Mumbai for Rs 282 croreSTT Global Data Centres India has bought a 3.48-acre industrial property in Navi Mumbai's Mahape for Rs 282 crore. This strategic acquisiti...
05 Jun, 2026, 08.28 PM IST
Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infras...
05 Jun, 2026, 12.39 PM IST
Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
05 Jun, 2026, 10.58 AM IST
India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
04 Jun, 2026, 02.46 PM IST
Nvidia and Marvell CEOs highlight role of connectivity in powering next-generation AI infraMarvell stocks soared over 30% after the Nvidia chief's announcement, according to various media reports. Earlier this year, Nvidia announc...
03 Jun, 2026, 02.15 PM IST
AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
03 Jun, 2026, 08.58 AM IST
Digital infrastructure demand drives new wave of strategic land buyingIndia's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Maj...
03 Jun, 2026, 12.25 AM IST
Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
02 Jun, 2026, 11.56 AM IST
AI paints a pretty infra pictureThe global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key ...
02 Jun, 2026, 06.00 AM IST
Sterling & Wilson bets big on Indian data centre boomIndia's data centre industry is a major growth area for Sterling & Wilson. The company is increasing investments and expanding operations. ...
02 Jun, 2026, 12.23 AM IST
Amazon adds 10.6 acres to Mumbai data centre campus in Rs 125 crore dealAmazon Data Services India has acquired a significant land parcel near Mumbai. This expansion boosts its data centre capacity in India's la...
01 Jun, 2026, 06.33 PM IST
Intel bets big on AI infrastructure with new Xeon chipsIntel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innov...
01 Jun, 2026, 12.11 PM IST
Expecting almost 8-10 GW data centre capacity in and around Hyderabad: Telangana Special Chief SecyTelangana is set to become a major data centre hub, with plans for eight to ten gigawatts of new capacity. The state administration is comm...
28 May, 2026, 07.07 PM IST