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DATA CENTER LEASES
AMD to invest up to $5 billion in Anthropic; AI startup to buy up to 2 GW of chipsAMD has been seeking to expand its foothold in the fast-growing AI chip market as developers look to diversify beyond Nvidia, while Anthrop...- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsAfter four days of relative outperformance, the Indian market is seemingly in trouble: Both the indices (the Nifty and Sensex) and market b...
- AMD to invest up to $5 billion in Anthropic; AI startup to buy up to 2 GW of chipsAMD plans to invest up to $5 billion in Anthropic, alongside a major AI chip supply deal starting 2027. The move strengthens AMD’s position...
- Owning an ecosystem is sometimes the better approach: 21 stocks from the energy ecosystem, 9 with upside potential of over 13%Faced with a rising sector, the instinct is to find the best stock in it. The single name that will best ride the wave. In an ecosystem lik...
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- Apple to launch 'Upgrade' device leasing program to spur salesApple is launching a new device leasing program called Apple Upgrade. This initiative aims to boost sales and offers lower monthly payments...
- These large- and mid-cap stocks can give more than 25% return in 1 year, according to analystsOil is crucial for every part of the Indian economy: From government to consumer, its price impacts spending by every stakeholder. So, till...
- Hut 8 signs $9.8 billion AI data centre lease, fully commercialises Texas campusHut 8 signed a second 15-year lease worth $9.8 billion. This agreement fully commercialises their 1-gigawatt Beacon Point campus in Texas. ...
- Meta, Anthropic in talks for potential $10 billion compute lease dealSuch a deal would help Meta diversify beyond advertising by generating revenue from its infrastructure and competing with neocloud firms su...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsThe hope for the bulls at this point of time is that the market stays in a stock-specific mode. So, if a company announces Q1 FY27 numbers ...
- Housing finance stocks: Is the worst of perception over? Time for a relook? 11 HFC stocks with upside potential from a low 6% to 30%As a sector, housing finance has borne the brunt of regulatory changes and various scams at different points of time. It is a sector that h...
- Scaling an SME? Your workspace may be your next big decisionAs workplaces evolve in the age of hybrid work and global capability centres, office design is increasingly being viewed as a strategic bus...
- Donald Trump's son bet big on Bitcoin, lost $600 million from family fortuneAmerican Bitcoin, though, stuck with its crypto strategy and has seen its shares slump more than 95% from their peak. That’s erased more th...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsIn the stock market, everything has to be seen in context. Look at how the market was disappointed because crude oil prices inched up and c...
- CarDekho joins IPO queue; Tech’s quiet job cutsHappy Thursday! CarDekho is finally hitting the accelerator on its long-planned IPO. This and more in today’s ETtech Morning Dispatch.
- View: Meta's cloud play will spice up Ambani-Adani rivalryMeta Platforms is leasing its excess AI compute capacity to enterprise clients. This move will reshape the rivalry between Indian tycoons M...
- TeraWulf jumps on $19 billion data center lease deal with AnthropicTeraWulf signed a 20-year lease with Anthropic for AI data center infrastructure, securing about $19 billion in contracted revenue. The dea...
- The Founder and CEO of Prologis on Staying Ahead of Disruptive ChangeOver the past four decades, Prologis has grown into the world’s largest real estate investment trust (REIT), with $215 billion in assets un...
- Digital Realty to pay Blackstone $3.5 billion for stake in Virginia data centersThe move strengthens the data center operator's position in Northern Virginia, the world's largest data center market, where demand for cap...
- Meta, Microsoft lead $850 billion boom in data center leasesTech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past $850 billion. Me...
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