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HYPERSCALE AI INFRASTRUCTURE
Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacityMeta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data cente...- Meet Jayshree Ullal: Top-ranked Indian-origin woman on America’s richest self-made list with $6.8 billion net worthJayshree Ullal, ranked No. 7 on Forbes' America's Richest Self-Made Women list with a $6.8 billion net worth, has become a pivotal figure i...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- Meta partners with Reliance to lease 168 MW AI data centre in JamnagarMeta has deepened its India bet by partnering with Reliance Industries to build its first AI-ready data centre in the country, leasing 168 ...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
- Sterlite Tech shares slide 5% after rallying 56% in one month. Here's whySterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentimen...
- 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...
- ED's Parimatch heat reaches Zepto; SPC's India deeptech pushZepto has come under the ED's scanner as part of its probe into Parimatch. This and more in today's ETtech Top 5.
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
- 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...
- 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...
- Digital infrastructure demand drives new wave of strategic land buyingIndia's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Maj...
- 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....
- 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 ...
- India’s data centre capacity to cross 3 GW by 2028 on AI, hyperscaler demand: CBREIndia's data centre capacity is set to surpass 3 gigawatts by 2028. This growth is driven by strong demand from hyperscalers and the increa...
- HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
- India ranks second-largest market for data center in Asia PacificIndia is rapidly becoming a major player in Asia Pacific's digital infrastructure growth. Driven by AI and cloud expansion, the nation boas...
- Sterlite Technologies shares rise 5% after subsidiary bags $1.1 billion hyperscaler AI contractSterlite Technologies shares rose nearly 5% after its subsidiary secured a multi-year optical connectivity supply agreement worth an estima...
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