ETMarkets Management Talk | Nuclear, data centres, hydrogen: DEE Development Engineers maps its next growth phase, says Shikha BansalFor DEE Development Engineers, the focus is now shifting from a largely capex-led expansion phase towards capacity utilisation, execution, ...
18 Sep, 2026, 09.19 AM IST
Nabfid sanctions Rs 3,000 crore-plus loans to at least four data centres as AI capex accelerates in IndiaNabfid is sanctioning significant loans for India's growing data center infrastructure needs. These facilities support the nation's push fo...
18 Sep, 2026, 08.35 AM IST
India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...
17 Sep, 2026, 04.37 PM IST
India's Data Centre development pipeline through 2030 reaches 3,860 MWIndia's data centre pipeline is projected to reach 3,860 MW by 2030. This expansion requires nearly $29.9 billion in development capital fo...
16 Sep, 2026, 02.27 PM IST
GE Vernova, CG Power, other power capex stocks tumble up to 16% in 2 days amid global AI caution. What's ahead?Power capex stocks such as GE Vernova T&D India, CG Power, Hitachi Energy and TD Power Systems fell up to 16% over two sessions amid growin...
16 Sep, 2026, 01.10 PM IST
Sebi proposes shorter disaster recovery drills for market infraSebi proposes reducing mandatory disaster recovery drills for market infrastructure institutions. These drills will now require at least fo...
16 Sep, 2026, 06.41 AM IST
Sebi plans shorter disaster recovery drills, stronger backup rules for exchangesSebi has proposed tighter business continuity and disaster recovery norms for market infrastructure institutions, including shorter mock dr...
15 Sep, 2026, 07.10 PM IST
AI slowdown trade hits Nvidia, SoftBank, SK Hynix as global tech stocks fall up to 10%Global tech and AI-linked stocks plummeted as investors reacted to growing safety concerns and calls from industry leaders like Anthropic’s...
14 Sep, 2026, 06.53 PM IST
India's data centre construction value chain could reach $90 billion by FY35: KPMGIndia's data centre infrastructure market is projected to reach ninety billion dollars by fiscal year thirty-five. Rapid capacity expansion...
12 Sep, 2026, 05.38 PM IST
Yotta pushes back on fears data centres could strain India’s power, waterLarge data centre operators can build dedicated power networks and closed-loop cooling systems. These systems limit dependence on local urb...
11 Sep, 2026, 12.50 PM IST
Data centre business may get more space in West BengalAccording to real estate firm JLL, Maharashtra, Karnataka, Tamil Nadu, Telangana and Uttar Pradesh currently account for 75% of India’s dat...
10 Sep, 2026, 06.00 AM IST
Australian data centre operator NEXTDC to raise $795 mln for AI infrastructureNEXTDC is set to secure over one billion Australian dollars by issuing convertible notes, a strategic decision aimed at bolstering its data...
09 Sep, 2026, 02.29 PM IST
Mumbai set to hold 68% of India's data centre capacity by 2030Mumbai's data centre capacity will reach sixty-eight percent by 2030. This expansion reflects sustained demand from financial institutions ...
09 Sep, 2026, 02.21 PM IST
The four questions India must ask before its AI data centre boom outpaces its gridData centers now face public scrutiny regarding their resource consumption. These facilities use less water than comparable commercial spac...
08 Sep, 2026, 11.00 PM IST
Data centres are coming. Where will India find the people to run them?India's data centre capacity is set to grow significantly by 2030. This expansion will create numerous jobs across various sectors, includi...
08 Sep, 2026, 03.30 PM IST
Racks to riches: 6 GW data centre surgeIndia’s data centre capacity is set to triple by 2029, driven by major investments from TCS, Microsoft, Google, AdaniConneX, Nxtra by Airte...
07 Sep, 2026, 06.00 AM IST
India could be a big winner in AI data centre boom, but power demand may be the catchIndia is set to gain significantly from the global AI data centre expansion. Demand for local cloud infrastructure and sovereign AI is driv...
02 Sep, 2026, 01.09 PM IST