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DATA CENTRE DEMAND
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...- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- Nvidia clinches deals with South Korean giants include SK Group to advance AI boomSpeaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, a leading supplier of high-bandwi...
- SpaceX IPO: Elon Musk's AI ambitions fueling space data centers & trillionaire dreamsSpaceX's upcoming IPO, fueled by immense investor demand, could propel Elon Musk to trillionaire status. Beyond its space ambitions, the co...
- Inside Switzerland’s massive underground flow battery that could power 210,000 homes for a day without lithium-ion cellsSwitzerland is building a massive underground energy storage facility, set to be one of the world's largest, by 2029. Utilizing advanced va...
- STT Global acquires 3.5-acre land parcel in Navi Mumbai for Rs 282 croreSTT Global Data Centres India has bought a 3.48-acre industrial property in Navi Mumbai's Mahape for Rs 282 crore. This strategic acquisiti...
- Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
- India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
- Growing role of SMRs for defence manufacturing and data centre operationIndia's growing defence and data centre sectors face a critical need for reliable power. A recent policy dialogue explored Small Modular Re...
- EU plans energy standards for data centres amid concerns over soaring power useThe European Union is set to introduce minimum energy efficiency standards for data centres. This move comes as data centre power consumpti...
- Nvidia and Marvell CEOs highlight role of connectivity in powering next-generation AI infraMarvell stocks soared over 30% after the Nvidia chief's announcement, according to various media reports. Earlier this year, Nvidia announc...
- 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...
- 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...
- STMicro lifts data centre revenue goals on AI demand, shares hit 25-year highThe Franco-Italian chipmaker's shares rose as much as 10% to €65.21 per share, their highest since September 2000. They were up 8.4% as o...
- Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
- 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. ...
- 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...
- Electrification, renewable energy and data centres growth drivers: HitachiHitachi Energy India is set to inject Rs 2,000 crore into expanding its manufacturing capabilities, driven by the surging demand for power ...
- 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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