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DATA CENTRES INVESTMENT
LightSpeed Photonics plans packaging pilot line in India; eyes 50% local production by 2028: CEO Rohin YThe pilot line would initially serve LightSpeed’s internal research and development needs, Rohin said. Bringing more of the development pro...- 2026’s Best IPO: 325% gain in 7 sessions and now a third consecutive 5% lower circuit. What’s next for investors?ESDS Software Solutions has surged 325% in seven sessions after listing at a 76% premium, but the rally is now losing steam as the stock hi...
- 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, ...
- 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...
- 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...
- EQT Group plans to invest $50 billion in India by 2030: Jean Eric Salata, ChairmanSwedish buyout firm EQT plans to invest $50 billion in India over the next four years, roughly twice the $26 billion it has invested since ...
- AI, algorithms and human judgement: The future of portfolio managementAI is moving beyond technology and reshaping how investors analyse markets, manage risk and construct portfolios. As algorithms become incr...
- 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...
- 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...
- Global Market: SB Energy to sell up to $500 million worth of shares to Japanese investors ahead of US IPOSB Energy, backed by SoftBank, plans to raise up to $500 million from Japanese investors through a share sale as it prepares for a US listi...
- CLSA hikes Sterlite Tech share price target by 47%; maintains Outperform call on stock that’s up 775% YTDSterlite Tech shares gained 2% after CLSA raised its target price by 47% to Rs 1,400, implying a 55.55% upside, while retaining its Outperf...
- Microsoft to triple data centre capacity: What it means for investorsMicrosoft is planning a major expansion of its global data centre capacity to meet rising AI and cloud demand. While its backlog and valuat...
- New-age industries fuelling India's capex cycle, says SBI chiefCorporate spending on infrastructure projects is increasing across India. New sectors like data centers and green hydrogen are driving cred...
- Avisirah Technologies’ Navi Mumbai AI data centre gets ₹75 crore funding from Syndicate FinanceAvisirah Technologies has successfully secured a ₹75 crore loan to bolster its data centre in Navi Mumbai. This recent funding follows an e...
- Fortune Hospitality plans Rs 60,000-crore AI data centre parkAccording to company documents, the proposed Fortune Data Center Park will come up on about 170 acres in Kandukur Mandal of Ranga Reddy dis...
- 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...
- 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 ...
- 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...
- TCS’ HyperVault to build 1 GW AI data centre campus in Hyderabad with Rs 70,000 cr investmentHyperVault, a TCS subsidiary, will develop a large AI data centre campus in Hyderabad. This facility will have a 1 Gigawatt capacity and si...
- 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...
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