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HYPERSCALE DATA CENTRES
Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upsideBNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia'...- Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say?Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply ...
- Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surgePower capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s stron...
- Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
- Piyush Goyal pitches India as trusted destination for data centres, cites $200 bn investment commitmentsIndia is actively promoting itself as a prime destination for data centers to Japanese businesses. Significant global hyperscaler investmen...
- AMI’s Nvidia chip bet; Groww’s new growth playHappy Wednesday! AMI has ordered 9,000 Nvidia Vera Rubin chips, becoming one of Asia’s first such adopters. This and more in today’s ETtech...
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
- India’s data centre capacity hits new high as AI powers a 4x boomIndia leads Asia-Pacific data centre growth, with capacity quadrupling and substantial future projects underway. Significant investments fr...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- IPC plans Rs 83,480 crore investment in Karnataka: MB PatilIn a bold move, Luxembourg's Innovation Platform Capital reveals a major investment plan of Rs 83,480 crore in Karnataka, targeting advance...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- Midcap IT likely to see better H2, AI-led deflation weighs on FY27 growth: Anand RathiIndia's midcap IT services sector could see improved deal conversion and operating leverage in the second half of FY27, but revenue growth ...
- ETMarkets Management Talk | CleanMax’s next growth phase: 1.5 GW capacity addition target, Rs 3,000 crore EBITDA by FY28, says Kuldeep JainCleanMax targets 1.5 GW capacity additions in FY27 and over Rs 3,000 crore EBITDA by FY28. Growth is driven by data centres, AI, Make in In...
- ETtech Deals Digest: Navi leads weekly funding as startups raise $221 millionIndian startups raised $221 million across 17 rounds during the week ended August 21, led by Sachin Bansal-founded Navi’s $100 million fund...
- Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- Treat, not trick, data centre waterIndia faces a significant potable water shortfall while treating only a fraction of its sewage. Treated sewage, currently discharged into w...
- Andaman admin seeks firms to explore feasibility of AI data centre in Great NicobarThe Andaman and Nicobar administration seeks private companies for green AI data centres. Companies can explore feasibility for facilities ...
- L&T secures mega order to build India’s largest NVIDIA B300 AI FactoryLarsen & Toubro will build India's largest single-cluster artificial intelligence infrastructure facility. This project marks the company's...
- L&T bags mega ₹10,000-15,000 crore order to build India’s largest NVIDIA B300 AI factoryLarsen & Toubro will build India's largest AI infrastructure for Together AI. This mega order involves deploying ten thousand NVIDIA B300 G...
- Black Box secures $131 million data centre order from U.S. hyperscalerIndia's Black Box secures $131 mln data centre order from U.S.India's Black Box secures $131 mln data centre order from U.S. hyperscaler
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