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HYPERSCALER CLOUD REVENUES
Hyperscaler cloud revenues projected to top $1 trillion by 2030 amid AI, digital asset convergence: ReportHyperscaler cloud revenues could exceed $1 trillion annually by 2030, driven by expanding demand for computing resources required to train ...- Why is Oracle’s debt suddenly flashing warning signs? Its 8% bond yield raises a bigger question about who will finance the trillion-dollar AI data-center boomBond investors are actively hedging against Oracle. The cost to insure the software company's debt reached a record high this week. Its 6.7...
- IPO multibagger ESDS shares hit 5% lower circuit as Q1 net profit more than halves. Time to sell?Newly-listed ESDS Software Solution hit the 5% lower circuit at Rs 1,758 after Q1 FY27 net profit fell 57% sequentially to Rs 29.3 crore. D...
- How AMD went from Intel’s smaller rival to a $1 trillion AI contenderAMD achieved a $1 trillion market capitalisation as of September 21. The company’s rise is attributed to its success in AI computing and pr...
- Big Tech’s AI switch may dent $20 billion of IT outsourcing revenueThis shift threatens revenues in the high-tech and communications segments of the $315 billion local IT industry as higher efficiencies and...
- Sify Infinit Spaces hits valuation roadblock ahead of IPOSify Infinit Spaces IPO faces a valuation roadblock as investors offer less. The data centre operator seeks forty thousand crore rupees for...
- 2026’s Best IPO: 325% gain in 7 sessions and now a third consecutive 5% lower circuit. What’s next for investors?ESDS Software Solutions has surged 325% in seven sessions after listing at a 76% premium, but the rally is now losing steam as the stock hi...
- Nabfid sanctions Rs 3,000 crore-plus loans to at least four data centres as AI capex accelerates in IndiaNabfid is sanctioning significant loans for India's growing data center infrastructure needs. These facilities support the nation's push fo...
- EQT Group plans to invest $50 billion in India by 2030: Jean Eric Salata, ChairmanSwedish buyout firm EQT plans to invest $50 billion in India over the next four years, roughly twice the $26 billion it has invested since ...
- Oracle shares rise as AI cloud backlog beats estimatesOracle shares rose significantly after reporting strong quarterly results. The company secured over thirty billion dollars in new AI cloud ...
- India's new industrial revolution takes shape across space, chips, data centres and solarThe government has backed the push through measures including opening the space sector to private companies, tax incentives for data centre...
- SaaS is beating the ‘SaaSpocalypse’! CLSA explains what AI means for Indian IT stocksCLSA sees AI widening the gap between SaaS platforms and Indian IT services, favouring Persistent Systems and LTIMindtree. SaaS firms are g...
- Tech companies look to Argentina's windswept Patagonia to build massive data centersAs tech giants known as hyperscalers race worldwide to build server farms and run into roadblocks amid anti-data-center campaigns, projects...
- China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...
- Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
- Dell shares jump 11% after strong AI server demand boosts annual forecastOn Wednesday, Dell Technologies experienced a notable surge in its shares, fueled by booming demand for AI servers. Companies such as Dell ...
- 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 rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- 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...
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