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DATA CENTRE EQUIPMENT MANUFACTURING
Inside Jamnagar: How Meta and Reliance are building India’s AI infrastructure backboneMeta and Reliance Industries are expanding their partnership beyond connectivity to build an AI-enabled data centre in Jamnagar, Gujarat, m...- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Dixon Tech shares rise as subsidiary enters JV to manufacture optical telecom productsDixon Technologies' shares rose after its subsidiary, Dixon Electroconnect, partnered with Gemtek Technology to form a joint venture. This ...
- OpenAI weighs leasing Ohio data center with Nvidia backing: ReportOpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in Ohio, in a deal that could include finan...
- SEZ import relief to fast track chip projectsIndia's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality check...
- 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...
- West Bengal charging electronics productionWhile the new BJP regime has begun identifying land parcels in the state for greenfield investments, establishing a land bank is a more tim...
- 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...
- France's data centre ambitions bump up against rural fearsA huge AI data centre is planned for Fouju, France. This project brings hope for jobs and money to the small village. However, residents wo...
- France's data centre ambitions bump up against rural fearsA massive AI data centre planned for the small French village of Fouju is creating a divide. While proponents see economic benefits and job...
- 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 ...
- Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
- 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...
- Experts highlight growing role of SMRs for defence manufacturing and data centre operationIndia's defense production and data center sectors face a critical power supply constraint. A recent policy dialogue highlighted Small Modu...
- 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...
- 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...
- 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....
- Amazon adds 10.6 acres to Mumbai data centre campus in Rs 125 crore dealAmazon Data Services India has acquired a significant land parcel near Mumbai. This expansion boosts its data centre capacity in India's la...
- 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...
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