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HYPERSCALE DATA CENTERS
US stocks: Cerebras slumps 12% as mixed quarterly results test AI growth narrativeCerebras Systems experienced a notable drop in its shares after falling short of key financial projections. Although its cloud revenue saw ...- Vantage Data Centers explores IPO at $100 billion valuation or sale, sources sayVantage, backed by private equity firm Silver Lake and infrastructure investor DigitalBridge Group, could raise around $10 billion and purs...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- AI's hunger for power sparks US private gas plant boomAs US tech companies race to build the data centers fueling the AI boom, they are increasingly putting up their own power plants -- off the...
- AI’s volatile power demand is damaging its own data centersAI data centres’ volatile power demand is damaging batteries, turbines and other equipment, raising downtime costs, delaying projects and c...
- Amazon behind massive private gas plant for new data centersPreviously filed permits for the plant show it would have 35 turbines and generate 7.65 gigawatts -- larger than any gas plant currently op...
- Sterlite Tech shares gain 4% on Rs 1,760 crore international order winSterlite Technologies shares saw an upswing on Thursday after the company secured a Rs 1,760 crore international order for high-density opt...
- AMD's AI-powered revenue forecast fails to wow investorsYet, its shares fell nearly 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock mor...
- US stocks: S&P 500, Dow hit record highs on strong AI-linked earnings, Mideast deal hopesWall Street's S&P 500 index reached a new intraday record high on Tuesday. Upbeat artificial intelligence forecasts from Caterpillar and Pa...
- Credit to tech infrastructure sector doubles in two yearsBank loans for India's technology infrastructure sector have doubled in two years. This growth reflects India's position as a global hub fo...
- India's data centre capacity may reach 3-3.6 GW by 2030, hyperscalers to drive growth: Axis CapitalThe report noted that publicly announced capacity targets of 6-8 GW by 2030 appear aggressive. A more realistic estimate is 3.4-3.6 GW of p...
- AI bubble gone bust? Once a billionaire, how AI investor Leopold Aschenbrenner lost most of his hedge fund’s fortune in daysAschenbrenner's fund, Situational Awareness, massively grew to as big as $45 billion at the beginning of July before big losses took hold, ...
- No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rushAt a bustling factory in western India, technicians work around the clock to turn glass into hair-thin fibre-optic strands destined for dat...
- Meta's AI splurge lays bare its compute conundrumThe Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that power AI - leaving it with free c...
- Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerateShares of the company were down more than 4% in extended trading on Wednesday, while Apple shares were flat.
- Sterlite Tech shares jump 5% after CLSA upgrades 2026 multibagger after strong Q1 resultsSterlite Technologies shares surged after CLSA upgraded the stock to ‘Outperform’ and set a target price of Rs 950, implying a potential up...
- 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...
- Prysmian signs €5.5 billion Molex deal in data center pushItalian cable maker Prysmian signed a deal with Molex for fiber optic cables. This agreement is valued up to five point five billion euros ...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- New York won't build big data centers for a year as it weighs energy and climate risksThe move pushes the state into a raging debate over how to regulate the AI industry, as concerns over rising electric bills and environment...
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