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DATA CENTRE BOOM
Americans wary of AI-driven data center boom, Reuters/Ipsos poll showsAmericans are not happy with the fast building of data centers for AI. Most people do not want these centers in their neighborhoods. They w...- Tap-and-pay takes off; ADIA to trim Lenskart stakeHappy Thursday! Tap-and-pay card usage is on the rise in India despite UPI's dominance. This and more in today’s ETtech Morning Dispatch.
- 'The Donald of Dubai': UAE billionaire close to Trump bets $66 billion on AI to become the world's data kingUAE real estate magnate Hussain Sajwani is investing billions in data centers to capitalize on the AI boom, aiming for global leadership. H...
- 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...
- Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Sterlite Tech shares slide 5% after rallying 56% in one month. Here's whySterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentimen...
- Sika targets growth from China renovation market, global data centresSika has re-calibrated its business model there, originally very heavily focused on new-build projects, to also focus on the renovation bus...
- As AI shifts from training to inference, Intel moves up the stackIntel is changing its AI strategy. The company is now focusing on building complete AI systems and infrastructure, not just chips. This mov...
- Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infras...
- TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earningsTaiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US d...
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
- Companies face hardware talent crunch amid AI boomIndia faces a significant shortage of AI hardware engineers, including HVAC, robotics, and industrial automation specialists, as AI adoptio...
- A company founded around a kitchen table could be world's next trillion-dollar company, says Nvidia CEO Jensen Huang. Who was Marvell's co-founder, who became a certified radio technician at the age of 13?Nvidia CEO Jensen Huang has predicted that Marvell Technology could become the world's next trillion-dollar company, highlighting its cruci...
- Global Markets: European stocks rise as STMicroelectronics' forecasts lift tech stocksEuropean shares climbed Tuesday, led by technology stocks boosted by strong forecasts from STMicroelectronics amid AI demand. Investors awa...
- SoftBank overtakes Toyota as Japan's most valuable company on AI boomSoftBank Group has become Japan's most valuable company, surpassing Toyota Motor. This shift highlights investor excitement for artificial ...
- Sterling & Wilson bets big on Indian data centre boomIndia's data centre industry is a major growth area for Sterling & Wilson. The company is increasing investments and expanding operations. ...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
- Hitachi Energy India eyes bigger slice of data centre boom with 'grid-to-rack' pushHitachi Energy India aims for a significant share of the booming Indian data centre market. The company plans to capture 30% of the industr...
- 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...
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