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India data centre capacity to jump to 12 GW by 2030 as AI fuels demand: Wood MackenzieAI-dedicated capacity is expected to rise multifold to 6,546 MW by 2030 from 275 MW in 2025, while data centre electricity demand is foreca...- Global Market Update | South Korea's Naver jumps 10% on Nvidia's $1 billion investment planNvidia will invest one billion dollars in Naver's new shares. This investment supports expanding an AI data center project in South Korea. ...
- AI Powerplay! Proxy power stocks give up to 100% returns in India's hottest trade this yearIndia's power and electrical equipment stocks have emerged as key AI proxy plays, with names like Hitachi Energy, Kirloskar Oil Engines and...
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- Forget selling! FIIs doubled down on this AI multibagger stock that's up 200% YTDHFCL has emerged as a favourite among foreign investors, with FIIs more than doubling their stake to 15.7% in Q1 despite the stock surging ...
- Global Market: Nokia Q2 profit beats estimates on strong AI, cloud demand; raises full-year outlookNokia reported stronger second-quarter earnings, surpassing analyst expectations significantly. Robust demand from artificial intelligence ...
- HFCL to set up Rs 215-crore data centre connectivity products factoryHFCL's board approved a Rs 215 crore investment for a new manufacturing facility. This plant will produce advanced data centre connectivity...
- US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
- AI-focused E2E Networks shares hit 5% upper circuit as firm swings to black in Q1, revenue soars 334%AI-focused cloud provider E2E Networks hit the upper circuit after reporting a sharp turnaround in Q1FY27, posting a net profit of Rs 44 cr...
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- Sterlite Tech shares tumble 27% from June peak after 400% surge in 2026. Should you catch this falling knife?Sterlite Technologies shares have seen a notable correction after a substantial rally. Analysts suggest this pause is normal within a broad...
- TCS-OpenAI deal takes shape; Paytm's AI betTCS has secured land in Vizag and Pune that could host OpenAI's first data centres in India. This and more in today's ETtech Top 5.
- Ships, Steel, Submarines and now, Servers: How Visakhapatnam is becoming India's new AI gold rushVisakhapatnam is building over 6GW of AI data centre capacity by 2030. Major companies like Google and Reliance are investing significantly...
- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Google AI Hub ecosystem in Vizag expands with ₹1,008-crore logistics park, 5,000 new jobsA new logistics and light industrial park will support Google's AI Hub in Visakhapatnam. This Ecobox development represents a significant R...
- Global Market: AI stocks take a breather after blistering rally as investors reassess valuationsAI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
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