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HYPERSCALE INVESTMENTS
India's data centre sector attracted USD 173 bn since 2021, capacity seen 2 GW by year-end: CBREIndia's data centre industry has garnered impressive investments amounting to USD 173 billion since 2021, showcasing a strong upward trajec...- India’s operational data centre capacity on track to reach 2 GW by the end of the yearIndia's data centre market added about 130 MW of new capacity in H1 2026 and expects more growth. The total operational capacity is project...
- Sterlite Tech shares jump 4% as Nomura initiates coverage forecasting nearly 50% upside in 2026 multibagger. Here’s whyNomura initiated coverage on Sterlite Technologies with a Buy rating and Rs 1,350 target, implying 48.5% upside. The brokerage expects stro...
- Dorf Ketal arm plans ₹30,000 crore hyperscale data centre park in MaharashtraTrentar Private Limited intends to invest ₹30,000 crore for a 500 MW green data centre park in Maharashtra. The company is assessing land o...
- ESDS Software shares hit 5% lower circuit, crash nearly 30% in 6 sessions. What's behind the selloff?ESDS Software shares hit the 5% lower circuit on Monday, extending their losing streak to six sessions and taking the decline to nearly 30%...
- US stocks enter seasonally strong Q4 with bond yields, AI spending in focusUS stocks enter Q4 with strong seasonal support, but rising Treasury yields, elevated valuations and heavy AI spending create risks. The S&...
- US Stock Market prediction for Monday, October 5: S&P 500, Nasdaq, Dow Jones, Russell 2000 investors eye positive trading today, top stocks to watch outUS Stock Market prediction: As the fourth quarter kicks off, the stock market is already on pace for a solid year. The benchmark S&P 500 as...
- Wall Street Week Ahead: Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strengthAs the fourth quarter commences, US stocks traditionally experience a positive trajectory. Nonetheless, investors face hurdles such as clim...
- Global equity funds draw $34.76 billion, log second straight week of inflowsGlobal equity funds attracted $34.76 billion in the week through September 30, marking a second straight week of inflows as optimism around...
- HSBC hires Cantor's Paras Jain to lead global TMT banking, sources sayHSBC has appointed Paras Jain as the global head of TMT investment banking, with a start date in November. Jain previously worked at Cantor...
- Temasek comfortable with current AI spending levels, executive saysSingapore's Temasek is not worried about the massive levels of spending from hyperscalers powering the AI buildout, its executive said on T...
- Investing in major AI stocks at Wall Street? Factors to watch out before hitting Buy optionAI borrowing and investing continues. Hyperscalers have issued around $250 billion of debt this year, and that total is expected to rise sh...
- Oracle share price: ORCL stock jumps at NYSE, what is making it one of top turnover stocks in Software & IT Services sectorOracle stock: Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico...
- Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildoutSamsung Electronics will invest $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marin...
- AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
- Telangana targets 5 GW data centre capacity by 2029The state currently has 300 MW of data centre capacity already operational, while another 2 GW is under development. The capacity spans glo...
- Jamie Dimon has a message for India: Don’t make foreign capital work harderIndia’s economic momentum and financial-market reforms have not translated into foreign investment flows commensurate with its growth ambit...
- Govt pushing for public-private collaboration in data infrastructure, says MoS Commerce Jitin PrasadaThe central government emphasized that it wants both the public and private sectors to collaborate to drive investments, generate employmen...
- Meta data center boosts Alberta appeal for hyperscalers, Capital Power saysMeta's plan to build a C$13 billion ($9 billion) data center in Alberta has boosted the Canadian province's appeal for hyperscalers, who se...
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