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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 ...- 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...
- Meta partners with Reliance to lease 168 MW AI data centre in JamnagarReliance Industries and Meta Platforms are joining forces. They will create enterprise AI solutions using Meta's Llama models. This venture...
- 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...
- Marvell to join S&P 500 after AI boom helps chipmaker pass profitability testThe company will replace swimming pool equipment distributor PoolCorp on the benchmark index before the start of trading on June 22. Marvel...
- 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...
- Intel CEO unveils AI innovations and partnerships at mega tech event in TaiwanIntel unveiled new AI-focused technologies, strategic collaborations, and next-generation processors at Computex 2026. The company announce...
- Broadcom's second-quarter revenue misses estimates as competition bitesSecond-quarter revenue came in at $22.19 billion, missing estimates of $22.27 billion, as Broadcom races with Nvidia whose dominant graphic...
- 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...
- Australia's Megaport secures four new AI infrastructure contracts, to raise $594 millionThe four contracts, all with U.S.-based technology providers running AI applications, are expected to start in the first half of 2027 and...
- 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...
- 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 ...
- Amazon adds 10.6 acres to Mumbai data centre campus in Rs 125 crore dealAmazon Data Services India has acquired a significant land parcel near Mumbai. This expansion boosts its data centre capacity in India's la...
- Intel bets big on AI infrastructure with new Xeon chipsIntel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innov...
- 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...
- AI ignites India infra supercycleOperators and investors ramping up capacity with billions in investments as India’s data centre capacity may touch 4 GW by 2030, writes Tan...
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