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HYPERSCALERS
Oracle share price: ORCL stock jumps at NYSE, what is making it one of top turnover stocks in Software & IT Services sectorOracle stock: Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico...- Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildoutSamsung Electronics will invest $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marin...
- AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
- CtrlS, Ciena partner to build high-speed data centre networks across 5 Indian citiesCtrlS Datacenters is partnering with Ciena to create five metro networks connecting nine data centres in India. The networks will provide s...
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
- 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 ...
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantageJefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft c...
- Adani outlines road map for big Bengal push, says East must rise for Viksit Bharat to be a realityGautam Adani spotlighted West Bengal's pivotal role in enhancing India's economic power, citing its strategic location and other key streng...
- Telangana targets 5 GW data centre capacity by 2029The state currently has 300 MW of data centre capacity already operational, while another 2 GW is under development. The capacity spans glo...
- Praj Industries looks beyond ethanol slowdown, targets data centres and semiconductorsPraj Industries is facing challenges in its core ethanol business due to domestic demand constraints. The company aims to diversify into ar...
- Microsoft plans $10 billion-plus Gulf investment with focus on resilienceGulf countries are pouring billions into AI as they strive to become global hubs to help diversify their economies away from oil and gas, b...
- 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...
- Jamie Dimon has a message for India: Don’t make foreign capital work harderIndia’s economic momentum and financial-market reforms have not translated into foreign investment flows commensurate with its growth ambit...
- Govt pushing for public-private collaboration in data infrastructure, says MoS Commerce Jitin PrasadaThe central government emphasized that it wants both the public and private sectors to collaborate to drive investments, generate employmen...
- Global AI trade roars back as Meta’s personal agent fuels optimismGlobal AI stocks and chipmakers rallied following the strong debut of Meta's Muse AI agent. The surge boosted semiconductor shares like Sam...
- Microsoft in ‘action cycle’ on data centres, says India president Puneet ChandokMicrosoft on Monday announced the launch of its fourth cloud region in India — India South Central in Hyderabad — which the company is posi...
- Meta data center boosts Alberta appeal for hyperscalers, Capital Power saysMeta's plan to build a C$13 billion ($9 billion) data center in Alberta has boosted the Canadian province's appeal for hyperscalers, who se...
- Microsoft's new India cloud region to use effectively 'zero water' for cooling: President Puneet ChandokAddressing the Microsoft AI Infrastructure Summit India, Chandok announced the company's fourth cloud region in India - India South Central...
- AI could double US GDP growth to 4% next year amid capital hurdles, says Elon MuskThe projection comes at a time when the broader artificial intelligence investment landscape encounters its first major macroeconomic test,...
- 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...
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