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HYPERSCALERS DEMAND
AI frenzy spooks investors but JPMorgan CEO Jamie Dimon says spending boom likely to pay off. Here's whyJPMorgan Chase CEO Jamie Dimon believes massive capital expenditure in artificial intelligence by hyperscalers will ultimately pay off desp...- Microsoft launches fourth India cloud region in HyderabadThe new 'India South Central' cloud region makes Microsoft the provider with the largest hyperscale cloud presence in the country, adding t...
- Airtel’s Nxtra steps up data centre push with two stake dealsNxtra Data is acquiring stakes in Rochak Systems and Rovision Tech Hub. This move aims to expand its data centre capacity significantly ove...
- Microsoft opens its largest India data center hub as AI race heats upMicrosoft launched its largest India data center in Hyderabad on Thursday. This new facility brings Microsoft's cloud regions in India to f...
- Sterlite Tech shares gain 4% on Rs 1,760 crore international order winSterlite Technologies shares saw an upswing on Thursday after the company secured a Rs 1,760 crore international order for high-density opt...
- Airtel plans data centre, fibre push as it targets next growth phaseIn a bold move, Bharti Airtel is set to increase its data centre capacity to one gigawatt while also expanding its fibre network across key...
- Sterlite Tech, HFCL gain 5% each on reports of US ban on Chinese data centre devicesShares of Sterlite Technologies and HFCL rallied 5% each after reports that the US administration is considering restrictions on Chinese da...
- AMD's AI-powered revenue forecast fails to wow investorsYet, its shares fell nearly 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock mor...
- South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloffSouth Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled ...
- What bubble? Amazon enters $3 trillion market cap club, CEO highlights striking AI demandAmazon shares reached a new high, briefly surpassing $3 trillion in market value. This surge followed a strong earnings report and increase...
- Credit to tech infrastructure sector doubles in two yearsBank loans for India's technology infrastructure sector have doubled in two years. This growth reflects India's position as a global hub fo...
- Data centres draw 40% of institutional capital in the June quarterData centres are now the second-largest investment recipient, attracting substantial institutional capital. Rapid AI adoption and cloud exp...
- India's data centre capacity may reach 3-3.6 GW by 2030, hyperscalers to drive growth: Axis CapitalThe report noted that publicly announced capacity targets of 6-8 GW by 2030 appear aggressive. A more realistic estimate is 3.4-3.6 GW of p...
- Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
- Bank credit to industry up 19%, personal loans stay strongBanking credit to industry saw a robust 19% year-on-year increase. Personal loan growth also remained strong, expanding 16% compared to las...
- China emerging as long-term AI winner despite semiconductor market volatility: JefferiesChina leads the artificial intelligence race, particularly in consumer markets. Global semiconductor stocks face volatility, nearing 200-da...
- No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rushAt a bustling factory in western India, technicians work around the clock to turn glass into hair-thin fibre-optic strands destined for dat...
- India data centre capacity to jump to 12 GW by 2030 as AI fuels demand: Wood MackenzieAI-dedicated capacity is expected to rise multifold to 6,546 MW by 2030 from 275 MW in 2025, while data centre electricity demand is foreca...
- Global Market Update | South Korea's Naver jumps 10% on Nvidia's $1 billion investment planNvidia will invest one billion dollars in Naver's new shares. This investment supports expanding an AI data center project in South Korea. ...
- AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
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