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The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...
- Draft National Electricity Data Sharing Framework unveiledThe framework will apply to all electricity sector data created and maintained by power generating companies, transmission licensees, distr...
- The Japan-India Summit: Strategy maturing into substanceJapan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and hi...
- Banks, power finance and infrastructure to lead next leg of market rally: Pankaj PandeyIndia's banking sector is poised for a rally, fueled by robust credit growth, easing deposit pressures, and stable asset quality, according...
- Sovereign investors with $29 trillion pivot to energy assets, flag dollar fearsGlobal financial giants managing $29 trillion are pivoting towards energy assets and infrastructure, seeking portfolio resilience amidst es...
- Why are oil prices rising today, and will Brent crude futures and US WTI prices continue to go up? Oil prices gain after renewed US-Iran strikes and Strait of Hormuz disruptionWhy are oil prices rising today, and will Brent crude futures and US WTI prices continue to go up? Oil prices increased after renewed attac...
- PFC, REC boards approve merger scheme, share exchange ratio at 88 PFC shares for every 100 REC sharesPower Finance Corporation and REC Ltd boards have greenlit their merger, creating India's largest power financier with over Rs 11 lakh cror...
- UP targets 20,000 MW renewable energy capacity in next 2-3 years: Yogi AdityanathUttar Pradesh is aggressively boosting its renewable energy capacity, aiming for 20,000 MW in two to three years from the current 6,000 MW....
- India needs 2,000 GW new power capacity in 20 years, says Adani Green's Sagar AdaniIndia needs to add nearly 2,000 gigawatts of new power generation capacity over the next two decades to meet rising demand and reduce relia...
- Anthropic expands hiring for AI infra roles in A-Pac amid surge in demandThe hiring push comes as Anthropic works to expand its computing capacity beyond the US. The company had said in a blog post in April that ...
- Tamil Nadu CM strongly opposes Centre's NLC disinvestment planTamil Nadu Chief Minister C. Joseph Vijay has strongly opposed the Union Government's plan to disinvest up to three percent of its equity i...
- Madhusudan Kela-backed fund buys stake in IPO-bound Steamhouse India for Rs 40 croreAce investor Madhusudan Kela's funds, along with Niveshaay Sambhav Fund, have injected Rs 49.99 crore into Steamhouse India via a pre-IPO p...
- Adani Group targets 10 GW nuclear power capacity by 2035Adani Group is venturing into nuclear power, aiming for 10 GW capacity by 2035 to bolster India's energy security amidst global uncertainti...
- Banks boost renewable energy credit by 7% in April amid energy security concernsBanks are boosting credit to renewable energy projects, with a 7% jump in April, as global conflicts highlight India's reliance on oil. Thi...
- US announces $17.5 billion in loans for nuclear power supply chainThe U.S. Department of Energy is offering $17.5 billion in conditional loans to bolster the domestic nuclear supply chain, aiming to accele...
- A giant rail bridge across the Gobi Desert in China is making people ask one big question: How?A massive rail bridge rising above China’s Gobi Desert is drawing global attention. Built to overcome shifting sands, powerful winds, and e...
- Nikhil Kamath sees energy transition powering next wave of opportunitiesNikhil Kamath, Zerodha co-founder, sees significant investment potential in the energy transition, citing the U.S.-Iran conflict's emphasis...
- Railways showed the way. What should India electrify next?If railway electrification was one of the defining infrastructure decisions of the twentieth century, the electrification and redesign of I...
- Global energy transition readiness dips, India among top gainers: WEFGlobal energy transition readiness has declined for the first time in over a decade. Geopolitical risks are a major factor. However, India ...
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