Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacityMeta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data cente...
10 Jun, 2026, 10.00 AM IST
US stocks: US market rises as tech shares gain, Middle East tensions easeWall Street indexes opened higher on Tuesday, driven by a second consecutive day of gains for chipmakers. Easing Middle East tensions also ...
09 Jun, 2026, 07.45 PM IST
Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
09 Jun, 2026, 08.35 AM IST
Sterlite Tech shares slide 5% after rallying 56% in one month. Here's whySterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentimen...
08 Jun, 2026, 11.34 AM IST
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
08 Jun, 2026, 10.33 AM IST
STT Global acquires 3.5-acre land parcel in Navi Mumbai for Rs 282 croreSTT Global Data Centres India has bought a 3.48-acre industrial property in Navi Mumbai's Mahape for Rs 282 crore. This strategic acquisiti...
05 Jun, 2026, 08.28 PM IST
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
05 Jun, 2026, 09.56 AM IST
Broadcom's second-quarter revenue misses estimates as competition bitesSecond-quarter revenue came in at $22.19 billion, missing estimates of $22.27 billion, as Broadcom races with Nvidia whose dominant graphic...
04 Jun, 2026, 08.29 AM IST
AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
03 Jun, 2026, 08.58 AM IST
Digital infrastructure demand drives new wave of strategic land buyingIndia's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Maj...
03 Jun, 2026, 12.25 AM IST
Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
02 Jun, 2026, 11.56 AM IST
AI paints a pretty infra pictureThe global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key ...
02 Jun, 2026, 06.00 AM IST
Amazon adds 10.6 acres to Mumbai data centre campus in Rs 125 crore dealAmazon Data Services India has acquired a significant land parcel near Mumbai. This expansion boosts its data centre capacity in India's la...
01 Jun, 2026, 06.33 PM IST
India’s data centre capacity to cross 3 GW by 2028 on AI, hyperscaler demand: CBREIndia's data centre capacity is set to surpass 3 gigawatts by 2028. This growth is driven by strong demand from hyperscalers and the increa...
29 May, 2026, 03.14 PM IST
India ranks second-largest market for data center in Asia PacificIndia is rapidly becoming a major player in Asia Pacific's digital infrastructure growth. Driven by AI and cloud expansion, the nation boas...
27 May, 2026, 12.28 PM IST
Sterlite Technologies shares rise 5% after subsidiary bags $1.1 billion hyperscaler AI contractSterlite Technologies shares rose nearly 5% after its subsidiary secured a multi-year optical connectivity supply agreement worth an estima...
25 May, 2026, 10.39 AM IST