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S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...
- Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
- Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...
- US reviving shuttered nuclear plants to meet growing electricity demand and to power data centresThe United States is planning to restart three closed nuclear plants to address rising energy needs. These plants were shut down due to hig...
- Chip selloff deepens Wall Street losses as doubts grew over AI returnsA significant selloff in semiconductor stocks affected major US indexes amid rising concerns regarding AI investment returns. The Nasdaq 10...
- HFCL’s AI, data centre exposure drives Nuvama’s Buy call; target implies 56% upsideNuvama has initiated coverage on HFCL with a ‘Buy’ rating and a target price of Rs 380, implying a 56% upside from its reference price of R...
- US Market: Fed's Goolsbee says latest US inflation data is discouragingFederal Reserve Bank of Chicago President Austan Goolsbee called the latest US consumer and producer inflation data discouraging, raising c...
- AI to create many winners as large companies lead funding: Cisco CEO Chuck RobbinsIn an interview with Subhayan Chakraborty and Surabhi Agarwal, Robbins, who is on an India visit, said artificial intelligence will be bigg...
- Market selloff, rising rates test AI data centre deal boomA market selloff is forcing companies driving the global AI boom to delay fundraising plans or pay more for capital as investors demand pro...
- 'Data centres must be seen as strategic infrastructure': Niti Aayog reportNiti Aayog has released a report urging states to consider data centres as strategic infrastructure. The report suggests a structured appro...
- AI boom’s funding web could spread losses across global markets, IMF warnsThe IMF reports that global AI investment could induce a significant market correction if expectations are unmet. Economic growth has been ...
- D-Street's proxy AI trade shines in a bleak year for stocksIndia's Nifty 50 index faces considerable challenges this year, with a significant drop since January. In contrast, stocks linked to artifi...
- India's proxy AI trade shines in a bleak year for stocksDespite a notable decline in the Nifty 50 index, Indian stocks tied to artificial intelligence have surged impressively. Key players like o...
- Strong statistical systems key to achieving Viksit Bharat by 2047, says PM's principal secretaryIndia requires a reliable and technology-enabled statistical system to aid evidence-based policymaking. Principal Secretary to the Prime Mi...
- Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...
- India's power transmission expansion, data centre demand to drive capital goods growth: ReportIndia's power transmission network is expanding, which is expected to create growth opportunities within the engineering sector. The integr...
- Google faces backlash against India data centreHandcuffs encircle Google's logo on one campaign poster, while another warns that people "cannot drink data", as opposition mounts to the t...
- GCCs allocate just 4% of CSR spend to innovation: ReportIn FY25, global capability centres in India ramped up their CSR investments to an impressive Rs 3,661 crore. Yet, only a mere 4% of this fu...
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