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DATA CENTRE MARKETS
India's data centre pipeline hits 8.33 GW as AI demand reshapes digital infra: Knight Frank India- AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008
- Meta in India doing what others can’t: Infrastructure head Santosh Janardhan
- 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 ...19 Jun, 2026, 01.30 PM IST
- All eyes on Reliance AGM as Street awaits Jio IPO roadmapReliance Industries' 49th Annual General Meeting is a key event for investors. Major announcements are anticipated regarding the Jio Platfo...19 Jun, 2026, 01.26 PM IST
- 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...19 Jun, 2026, 11.26 AM IST
- Forget AI and EVs: Zerodha’s Nikhil Kamath spots next big billion-dollar opportunity hidden in India’s biggest problemNikhil Kamath water business idea: India's rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and d...19 Jun, 2026, 10.01 AM IST
- The future of AI may be small, cheap and unprofitable: Joachim KlementA groundbreaking study indicates that lightweight AI models installed on everyday home computers are on the verge of surpassing the robust ...18 Jun, 2026, 12.43 PM IST
- CPP Investments inks C$1 billion strategic partnership with CtrlS DatacentersCanada Pension Plan Investment Board is injecting up to C$1 billion into India's burgeoning data centre sector through a strategic partners...18 Jun, 2026, 12.42 AM IST
- EU chases tech independence but gaps remainEurope wants more homegrown tech to cut its dependencies on the United States and China, but the EU warned Wednesday the bloc has more work...17 Jun, 2026, 07.24 PM IST
- Natural gas prices rebound as inventories tighten, LNG exports rise: Motilal OswalNatural gas prices are climbing back up. This recovery is driven by lower stored gas, increased power sector use, and more US liquefied nat...17 Jun, 2026, 04.26 PM IST
- Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...17 Jun, 2026, 02.07 PM IST
- 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...17 Jun, 2026, 01.55 PM IST
- AI boom hands HFCL investors nearly 200% returns in just 6 months. Overheated or undervalued?HFCL shares have surged nearly 200% in six months, driven by the AI boom and India's expanding data centre industry. The company, a key opt...17 Jun, 2026, 09.52 AM IST
- Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...16 Jun, 2026, 10.08 AM IST
- Adani Enterprises shares in focus on partnership with Jabil to build AI data centres in IndiaAdani Enterprises will be in focus after announcing a strategic partnership with Jabil to develop an AI and data centre infrastructure manu...16 Jun, 2026, 09.16 AM IST
- Adani, Jabil announce plans for AI data centre in IndiaAdani Group and Jabil Inc. are joining forces to build AI and data centre hardware in India. This partnership aims to create a large-scale ...15 Jun, 2026, 06.42 PM IST
- Adani, Jabil announce plans for AI Data Centre in IndiaThe proposed alliance will combine Jabil's engineering and advanced manufacturing capabilities with Adani Group's infrastructure, green ene...15 Jun, 2026, 06.36 PM IST
- Nvidia begins Vera CPU sales pitch to Chinese clients, sources sayThe outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortu...14 Jun, 2026, 08.58 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
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