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HYPERSCALER DEMAND
Ships, Steel, Submarines and now, Servers: How Visakhapatnam is becoming India's new AI gold rushVisakhapatnam is building over 6GW of AI data centre capacity by 2030. Major companies like Google and Reliance are investing significantly...- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- Where authorities are restricting data centres amid AI boomGovernments globally are restricting new data centre construction due to rising concerns. New York State enacted a one-year construction mo...
- 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 ...
- Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
- Prysmian signs €5.5 billion Molex deal in data centre pushItalian cable maker Prysmian said on Monday it had signed a long-term agreement worth up to €5.5 billion ($6.4 billion) with Molex, a Koch-...
- Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...
- Wall Street's chip index enters bear market! Is the AI bubble finally going bust?Wall Street's semiconductor index slipped into bear market territory after tumbling more than 20% from its June peak, raising fresh questio...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- 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...
- Can America lag China in the AI race? A new threat is cropping upThe pause on data center construction in New York reveals a significant conflict between the accelerating demand for AI and the limitations...
- 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...
- Global Market: CXMT set for July 27 Shanghai debut in Asia's biggest IPO of 2026China's leading memory chipmaker, CXMT, is set to debut on the Shanghai Stock Exchange on July 27 after launching a 29.5 billion yuan IPO, ...
- China memory chipmaker CXMT sets July 27 listing for Asia's biggest IPO of 2026ChangXin Memory Technologies plans a significant Shanghai Stock Exchange listing on July twenty-seventh. This initial public offering aims ...
- Global Market: AI stocks take a breather after blistering rally as investors reassess valuationsAI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- 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...
- Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
- 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...
- Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfireJefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arg...
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