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HYPERSCALERS IN INDIA
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...
- 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...
- 5 World Market themes for the week aheadGlobal markets face significant turbulence this week from multiple sources. AI-linked stocks are experiencing unprecedented volatility as i...
- 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...
- It’s cool, calm, collecting: Why data centres won’t cripple consumer availability of water and powerGlobal tech giants are investing billions in Indian data centers for digital sovereignty. These facilities are essential for India's nation...
- Brookfield launches renewable energy platform Lumara, to deploy $600 mn in IndiaBrookfield has introduced Lumara, a new renewable energy platform aimed at transforming India's energy landscape. With an investment of abo...
- Why did market rise today? Sensex soars 890 pts, Nifty closes above 24,250; 4 factors behind Rs 4 lakh crore gains on D-StreetIndian stock markets experienced a significant surge on Wednesday. Benchmark indices Sensex and Nifty both rose over one percent. This occu...
- Why did market rise today? Sensex soars 890 pts, Nifty closes above 24,250; 4 factors behind Rs 4 lakh cr gains on D-StreetIndian stock markets experienced a significant surge on Wednesday, with Sensex and Nifty rising over one percent. This rise occurred despit...
- Atomberg's funding plans; Neocloud firms eye India capacityHappy Wednesday! Atomberg Technologies is in talks to raise funding for its engineering arm ahead of a public listing. This and more in tod...
- Nvidia-backed neoclouds hover over India to lease data centre capacityCoreWeave, Together AI, Nebius, Lambda Labs, Crusoe and Nscale are in various stages of discussions with companies such as Sify Technologie...
- Ahead of Market: 10 things that will decide stock market action on WednesdayIndian equities ended lower on Tuesday as Sensex and Nifty erased early gains after a sharp rally. Analysts cited cautious sentiment ahead ...
- FIIs triple stake in Sterlite Tech after a stellar 400% surge this year. More legs to the rally?Sterlite Technologies has surged over 400% in 2026, while FIIs nearly tripled their stake to 19.7% as of July 2026. The stock gained invest...
- 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...
- AI Powerplay! Proxy power stocks give up to 100% returns in India's hottest trade this yearIndia's power and electrical equipment stocks have emerged as key AI proxy plays, with names like Hitachi Energy, Kirloskar Oil Engines and...
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- Global Market Today: Asian stocks fall on tech selloff, oil trades above $100Asian stocks declined following a Wall Street tech selloff and investor doubts about artificial intelligence returns. Oil prices held their...
- AI-focused E2E Networks shares hit 5% upper circuit as firm swings to black in Q1, revenue soars 334%AI-focused cloud provider E2E Networks hit the upper circuit after reporting a sharp turnaround in Q1FY27, posting a net profit of Rs 44 cr...
- Sterlite Tech shares tumble 27% from June peak after 400% surge in 2026. Should you catch this falling knife?Sterlite Technologies shares have seen a notable correction after a substantial rally. Analysts suggest this pause is normal within a broad...
- TCS-OpenAI deal takes shape; Paytm's AI betTCS has secured land in Vizag and Pune that could host OpenAI's first data centres in India. This and more in today's ETtech Top 5.
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