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HYPERSCALER DATA CENTERS
Meta to put AI chip into production in September as it looks to double computing capacityThe tech firm's data center chip, code-named "Iris," is part of a four-generation project for Meta Training and Inference Accelerators (MTI...- Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...
- Data center pipeline faces construction delays, cancellations to mount through 2027: BernsteinGlobal data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are significantly impacting...
- SK Hynix shares jump in marquee US debut as AI euphoria persistsSK Hynix's Nasdaq debut saw its shares jump significantly after a large share sale. This event signals strong investor enthusiasm for chip ...
- SK Hynix shares jump 14% in debut on US stock market riding on AI waveSK Hynix shares surged 14% in their Nasdaq debut after a $26.5 billion offering, highlighting strong investor demand for AI-linked chip sto...
- Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
- Big Tech joins Calgary Stampede oil bash, as Canada courts data centersBig Tech companies are increasing their presence at the Calgary Stampede. Alberta is actively seeking data center investment, offering affo...
- View: Meta's cloud play will spice up Ambani-Adani rivalryMeta Platforms is leasing its excess AI compute capacity to enterprise clients. This move will reshape the rivalry between Indian tycoons M...
- AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysMorgan Stanley suggests market gains are broadening beyond semiconductors. Investors may shift focus to AI hyperscalers and other sectors. ...
- 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...
- 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...
- 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. ...
- 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...
- 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...
- 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 ...
- 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...
- 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...
- 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...
- 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...
- 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...
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