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HYPERSCALERS AND AI WORKLOADS
Tata Communications announces strategic subsea cable investments between India and SingaporeTata Communications is significantly boosting its subsea cable network between India and Singapore, investing in new fiber capacity to enha...- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- US remains global leader in AI, but China rapidly closing gap with cheaper models: JP MorganThe United States stands at the forefront of AI development, yet China is swiftly closing the gap with cost-efficient AI systems. Chinese c...
- 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...
- Tokenomics 2.0: The battle against AI costsStaggering token spending is forcing Indian firms to explore ways to rein in AI cost. This is where open-source models, small language mode...
- Red Hat sees an opening as Indian enterprises turn to AI sovereigntyIndian businesses are increasingly opting for Red Hat's open-source solutions to gain control over their AI and cloud infrastructure, said ...
- 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...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- Meet Jayshree Ullal: Top-ranked Indian-origin woman on America’s richest self-made list with $6.8 billion net worthJayshree Ullal, ranked No. 7 on Forbes' America's Richest Self-Made Women list with a $6.8 billion net worth, has become a pivotal figure i...
- Meta partners with Reliance to lease 168 MW AI data centre in JamnagarMeta has deepened its India bet by partnering with Reliance Industries to build its first AI-ready data centre in the country, leasing 168 ...
- Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
- Broadcom's second-quarter revenue misses estimates as competition bitesSecond-quarter revenue came in at $22.19 billion, missing estimates of $22.27 billion, as Broadcom races with Nvidia whose dominant graphic...
- 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...
- 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 ...
- India’s data centre capacity to cross 3 GW by 2028 on AI, hyperscaler demand: CBREIndia's data centre capacity is set to surpass 3 gigawatts by 2028. This growth is driven by strong demand from hyperscalers and the increa...
- HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
- India ranks second-largest market for data center in Asia PacificIndia is rapidly becoming a major player in Asia Pacific's digital infrastructure growth. Driven by AI and cloud expansion, the nation boas...
- AI ignites India infra supercycleOperators and investors ramping up capacity with billions in investments as India’s data centre capacity may touch 4 GW by 2030, writes Tan...
- Nokia launches AI networking innovation lab to accelerate AI native data center infrastructureNokia has launched an AI Networking Innovation Lab to accelerate AI-native data center infrastructure and next-generation networking techno...
- Dell expands AI factory with NVIDIA to push enterprise AI beyond experimentsAt Dell Technologies World 2026, Dell Technologies announced a major expansion of its Dell AI Factory with NVIDIA, introducing new infrastr...
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