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DATA CENTRE POWER DEMAND
Anant Raj to demerge data centre arm into separately listed companyAnant Raj will demerge its data centre and cloud business into Ashok Cloud Pvt Ltd, creating a separately listed digital infrastructure com...- Powerful rally! This Wall Street AI winner with 500% share price jump is not your typical chip stockGE Vernova has surged over 500% since its 2024 spin-off, emerging as a key AI infrastructure play. Investors are betting on rising electric...
- Chipmaker IQE raises annual sales growth forecast on AI, data centre demandIQE has raised its full-year revenue growth forecast significantly. IQE upgraded its 2026 revenue growth forecast to above 30%, from 20% pr...
- Ships, Steel, Submarines and now, Servers: How Visakhapatnam is becoming India's new AI gold rushVisakhapatnam is building over 6GW of AI data centre capacity by 2030. Major companies like Google and Reliance are investing significantly...
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
- Where authorities are restricting data centres amid AI boomGovernments globally are restricting new data centre construction due to rising concerns. New York State enacted a one-year construction mo...
- 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. ...
- Prysmian signs €5.5 billion Molex deal in data centre pushItalian cable maker Prysmian said on Monday it had signed a long-term agreement worth up to €5.5 billion ($6.4 billion) with Molex, a Koch-...
- Residents hold protest against Amazon data centre in ThaneAmazon's large data centre project in Thane faces significant local and political opposition. Residents protested, citing concerns about no...
- Protest held in Thane against proposed data centre over 'environmental threats'Hundreds protested a proposed data centre in Thane's Balkum area on Saturday. Protesters cited severe environmental and health risks from t...
- AI's data centre boom is becoming a political problem across the globeAs governments race to attract AI investments, data centres are facing mounting opposition worldwide over their massive land, power and wat...
- AI to fuel India's tech services growth; public cloud spending to reach USD 17.5 bn in 2026: ReportIndia's technology services sector is expected to see strong AI-led growth, with end-user spending on public cloud services projected to su...
- Opposition to data centres grows in cramped urban JapanThe more Yoriko Kitagawa learns of a massive data centre to be built near her home in Hino on the outskirts of Tokyo, the more she worries....
- Power ministry plans grid for data centres as demand surgesThe power ministry is assessing infrastructure readiness for data centres. Internal estimates project significant power demand from these f...
- AI trade moves from chips to electricity: Why 7 power stocks are gaining Wall Street attention with gains up to 86%Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre elec...
- Can America lag China in the AI race? A new threat is cropping upThe pause on data center construction in New York reveals a significant conflict between the accelerating demand for AI and the limitations...
- HCL Tech’s Rs 3,500 crore AI data centre foray: A new growth engine or capital-intensive diversion?HCL Technologies is investing up to Rs 3,500 crore in AI data centres to build a full-stack AI ecosystem spanning infrastructure, compute a...
- Data centres, AI & EVs to drive peak power demand to 300 GW in '27: Electricity MinisterIndia's peak power demand is projected to reach 300 GW next year. This surge is driven by expanding data centers, artificial intelligence, ...
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