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HYPERSCALERS
AI investors or casino gamblers? What Broadcom CEO Hock Tan said that sparked sharp global AI selloffGlobal AI stocks plunged after Broadcom CEO Hock Tan warned that investors are treating artificial intelligence like gambling, raising conc...- Global Market: Japan’s Nikkei slides over 2% as AI stock selloff deepens on US chip weaknessJapan’s Nikkei 225 fell 2.64%, extending losses to four sessions as AI-related and semiconductor stocks declined amid Wall Street weakness....
- US Market: Four warning signs that bond selling could intensifyUS Treasury yields have hit two-decade highs, driven by Middle East conflict risks and fiscal concerns. Key indicators including rising opt...
- Juspay slips into losses in FY26 on AI investments; revenue rises 30%In the fiscal year 2026, Juspay encountered a net loss of Rs 90 crore, attributed to substantial investments in artificial intelligence and...
- Google, Amazon, Meta, Apple fuel India's renewable energy boom as data centre demand surgesMajor technology companies like Google, Amazon, Meta, and Apple are increasingly purchasing renewable energy in India. Their expanding data...
- Data centers' 'flexible' power usage could save the grid billions. Can they scale?In light of rising electricity demands from data centers, technology firms and utility providers are exploring innovative strategies to inc...
- India has 12-18 months to get its 6G contributions into global standards: NokiaIndia has set a target of contributing to 10% of the global 6G patents, according to the ministry of communications.
- US bond selloff resumes as 10- and 30-year yields hit fresh 24-year highsUS Treasuries are facing significant selling pressure as yields hit new highs, fueled by ongoing inflation concerns. Higher oil prices have...
- Dixon Technologies signs JV pact with Gemtek to manufacture optical transceiversDixon Technologies India Ltd has entered a joint venture with Gemtek Technology Co to produce telecom products. This joint venture, named D...
- Microscan plans Rs 350 crore subsea cable landing station in AlibaugMicroscan plans to invest about ₹350 crore in a subsea cable landing station in Alibaug near Mumbai to serve hyperscalers, telecom carriers...
- As AI threatens to overload the power grid and America faces an electricity crunch, here’s what tech giants are betting on to keep the power flowingU.S. electricity consumption grew by less than 0.5% annually. Now, AI data centers, factories, robotics and wider electrification are pushi...
- 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...
- 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...
- 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...
- Hyperscaler cloud revenues projected to top $1 trillion by 2030 amid AI, digital asset convergence: ReportHyperscaler cloud revenues could exceed $1 trillion annually by 2030, driven by expanding demand for computing resources required to train ...
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