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ELECTRICITY DEMAND DATA CENTRES
Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...- 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...
- AI data centre demand fuels Fervo Energy’s geothermal growth storyFervo Energy shares surged after the geothermal power developer signed a 396 MW power purchase agreement with Google for its Cape Station p...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Credo Technology: Strong AI tailwinds, but stock faces high expectationsCredo Technology delivered strong Q1 growth and beat earnings expectations, but shares fell as investors demanded bigger surprises. AI dema...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- Global Market: Japan stocks see sector rotation as tech shares tumbleJapan’s Nikkei slipped 0.2% on Tuesday as investors rotated out of heavyweight technology and AI-linked stocks amid rising government bond ...
- Soitec locks customers into multi-year deals as AI wafer demand surgesSoitec told investors last month that photonics-SOI revenue would more than double this financial year from slightly above $100 million, ...
- Ola Electric shares rally over 5%, rebound 79% from March low. Here’s what’s driving the stockOla Electric shares rallied on Friday after the EV maker launched its new S1Z scooter range with indigenous Bharat Cell LFP technology. The...
- Australia data centre firm NextDC reports rising water, energy use with profit beatThe company's water usage effectiveness (WUE) ratio climbed to 2.40 litres per kilowatt-hour in the year to June, from 2.25 the prior year,...
- Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surgePower capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s stron...
- ET Graphics: Rise & rise of data centres in IndiaIndia's data-centre market is experiencing rapid growth and expansion. Mumbai and Chennai are emerging as significant hubs for this industr...
- Hindustan Copper OFS oversubscribed on both days, says govt. Here are all the detailsHindustan Copper’s government OFS drew strong institutional demand, with the non-retail portion subscribed 3.41 times on Tuesday. The Centr...
- Hindustan Copper OFS subscribed over 3 times; govt to exercise greenshoe optionHindustan Copper’s government OFS received strong demand from non-retail investors, with bids reaching 3.41 times the shares offered. The C...
- India’s data centre capacity hits new high as AI powers a 4x boomIndia leads Asia-Pacific data centre growth, with capacity quadrupling and substantial future projects underway. Significant investments fr...
- India's data centre footprint to touch over 101 million sq ft by 2030India’s data centre footprint is projected to exceed 101 million sq ft and capacity 6.7 GW by 2030, driven by cloud adoption, AI, digital p...
- Before the first server hums: India needs an impact test for the AI ageBefore advancing with AI infrastructure in India, it is crucial to conduct thorough impact assessments. Large data centres have high demand...
- This US company is repurposing old EV batteries in Nevada to power AI data centres. This could solve one of AI’s biggest problemsA new trend is emerging as retired electric vehicle batteries are repurposed to fuel artificial intelligence data centres. Retaining consid...
- German-chipmaker Infineon to acquire C2i Semiconductor startupGerman semiconductor major Infineon Technologies will acquire Bengaluru-based power-management startup C2i Semiconductors to strengthen its...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
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