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ECONOMIC BENEFITS AI DATA CENTRE
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...
Nvidia clinches deals with South Korean giants include SK Group to advance AI boomSpeaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, a leading supplier of high-bandwi...
SpaceX IPO: Elon Musk's AI ambitions fueling space data centers & trillionaire dreamsSpaceX's upcoming IPO, fueled by immense investor demand, could propel Elon Musk to trillionaire status. Beyond its space ambitions, the co...
Donald Trump, Bernie Sanders and Sam Altman are all talking about public ownership in AITrump has embraced government investment in private companies in his second term, scrambling his party's politics. His administration last ...
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...
AirTrunk announces $30 billion investment in India for data centersAirTrunk plans a massive $30 billion investment to build 5 gigawatts of data center capacity in India by 2030. This significant investment ...
India's long-term story intact despite short-term headwinds: Citi CEO Jane FraserCiti CEO Jane Fraser sees India's long-term growth story remaining strong. She highlighted India's reform momentum and digital transformati...
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 ...
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...
India in right place at right time on AI but failing to make the right noises, says Citi's Vis RaghavanIndia must highlight its AI power to attract global investment, says Citi's Vis Raghavan. Skilled talent, competitive costs, and infrastruc...
Beyond GPUs: Why Marvell is capturing Wall Street's attentionNvidia CEO Jensen Huang sees Marvell as a potential trillion-dollar company, driven by AI networking, custom chips, optical connectivity, a...
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....
Arm says ByteDance, Oracle use its data centre CPU chipsSpeaking at the annual Computex conference in Taipei, Arm CEO Rene Haas said ByteDance and Oracle are customers of AGI central processing ...
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
AI paints a pretty infra pictureThe global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key ...