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HYPERSCALE DATA CENTRE
ReNew bets Rs 80,000 cr on Andhra Pradesh’s green data centre, clean energy pushReNew Energy Global Plc will make significant investments in Andhra Pradesh, focusing on clean energy and digital infrastructure. The compa...- Five IndiaAI empanelled companies ineligible for new compute bidCDAC requires bidders to own, lease or operate a Tier-III, Rated-3 or higher data centre in India. Bidders must also hold the required ISO ...
- HFCL shares gain 2% after securing Rs 834 crore export orders for optical fibre cablesHFCL has secured an export order worth Rs 834.36 crore for optical fibre cable supplies, adding to its growing international order book. Th...
- Xiaomi eyes local partners; Electronics firms target AI infraXiaomi is looking for local partners as it plans to manufacture home appliances in India. This and more in today’s ETtech Top 5.
- Electronics Inc runs ops update to build AI infraIndia’s electronics manufacturers are moving into AI data centre infrastructure, targeting optical transceivers, advanced packaging and spe...
- AI stocks: Are the days of easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthropic IPONYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights ...
- US-China AI race could face financial setbacks, mass layoffs over next three years: ReportThe report highlighted, the global artificial intelligence (AI) race is increasingly becoming a contest between China's state-led approach ...
- Is AI selloff a window to buy? Morgan Stanley sees multiple buying opportunities on Wall StreetMorgan Stanley sees the recent AI stock selloff as an overreaction and recommends selectively buying the dip across hyperscalers, semicondu...
- A blue brake on Trump's red agenda: Tariffs, spending and debt face a 'Democratic' reckoning in the USDemocratic control of Congress from January 2027 could constrain President Donald Trump's legislative agenda, increase scrutiny of his tari...
- India's ChatGPT boom faces a reality check as free AI use meets rising costsIndia has emerged as ChatGPT's largest market, driven by its vast digitally connected population and widespread access to free AI services....
- Adani Enterprises plans Rs 35,000-40,000 crore annual capex in next two yearsAdani Enterprises intends to invest between Rs 35,000 crore and Rs 40,000 crore annually for upcoming years. The major areas of focus will ...
- Equinix seeking land for India data centres: CEOThe world’s largest data centre operator by footprint, valued at nearly $100 billion, has invested $365 million in India and sees significa...
- AI boom draws chip supply from other end-markets, Siltronic CEO saysSiltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, ...
- India's data centre capacity set for 5x surge by 2030By March 2030, India’s data centre capacity is projected to soar to 7.5 gigawatts, fueled by escalating demand from global hyperscalers and...
- Why are Marvell and Lumentum share prices down over $115 billion acquisition?Marvell and Lumentum shares have dropped after Marvell announced that it will be acquiring Lumentum in a $115 billion all stock deal. Marve...
- KKR, Singtel and Tata Communications put data centre company STT GDC India up for sale at over $5.5 billionIn a significant move, KKR, Singtel, and Tata Communications are gearing up to offload STT Global Data Centres India, anticipating a valuat...
- Besides the bubble, a big AI risk could be growing in the shadowsInvestors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently...
- See data centres less as energy-sucking private warehouses, and more as quasi-public utilitiesWe need data centres. They run far more than ChatGPT. Search, banking, streaming, social networks, cloud software, government services, hos...
- Gulf AI buffering, but on-streamThe escalating tensions between the US and Iran have hindered the progress of AI infrastructure development throughout the Gulf. While Gulf...
- Tata Communications to plug Rs 4,350 crore in AI super highwayTata Communications aims to invest Rs 4,350 crore to create 10,000 km of AI-ready connectivity infrastructure across India. The investment ...
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