AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysMorgan Stanley has recommended a strategic pivot in market investments, directing attention from semiconductor stocks to AI-based giants su...
06 Jul, 2026, 07.25 PM IST
Our focus is data centres because they are big fibre guzzlers: Corning's Sudhir PillaiCorning broke ground for a new optical connectivity manufacturing facility in Pune in February this year. The plant is being built alongsid...
03 Jul, 2026, 06.05 PM IST
A coastal city in the south is quietly powering India's AI futureVisakhapatnam is emerging as India's next AI infrastructure hub, attracting massive investments from tech giants like Google and Reliance. ...
02 Jul, 2026, 04.31 PM IST
Microsoft partners with Singapore's Lightstorm to build India-Southeast Asia undersea cableThe consortium, whose other members include Tata Communications, Singapore Telecommunications, Singapore's ASEAN Cableship and Japan's NE...
02 Jul, 2026, 09.19 AM IST
Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...
01 Jul, 2026, 11.38 PM IST
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
30 Jun, 2026, 09.45 AM IST
Digital Realty to pay Blackstone $3.5 billion for stake in Virginia data centersThe move strengthens the data center operator's position in Northern Virginia, the world's largest data center market, where demand for cap...
30 Jun, 2026, 07.51 AM IST
Global Market Today: Asian stocks decline led by tech, oil holds steadyAsian markets saw a dip, led by a pullback in heavyweight chip stocks after a strong rally. US futures remained steady following a volatile...
26 Jun, 2026, 06.43 AM IST
Apple just raised Mac and iPad prices in India: MacBook Pro now starts at Rs 2.39 lakh, see all the new prices hereApple's revised pricing for India is now in effect, making Macs and iPads more expensive across the lineup. The company says rising RAM and...
25 Jun, 2026, 07.10 PM IST
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soarQualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...
25 Jun, 2026, 08.17 AM IST
The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
24 Jun, 2026, 10.21 AM IST
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...
24 Jun, 2026, 07.33 AM IST
US stocks: S&P 500, Nasdaq close lower, dragged by Alphabet and megacap tech; focus on IranUS market saw a mixed close as the S&P 500 and Nasdaq dipped, primarily due to tech giants like Alphabet facing investor scrutiny over AI s...
23 Jun, 2026, 01.54 AM IST
India to witness rapid data centre growth fueled by favourable demographics: Goldman SachsThe report, titled Outlook for Data Centers in Asia, states that data centre demand is expected to grow at a 20% compound annual growth rat...
22 Jun, 2026, 12.22 PM IST
RMZ to ramp up data center capacity with $35 billion push, exec saysThe Bengaluru-headquartered company, which currently has 250 megawatts of capacity, is in the final stages of discussions for three data ce...
19 Jun, 2026, 11.26 AM IST
Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
11 Jun, 2026, 02.40 PM IST
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...
09 Jun, 2026, 08.35 AM IST