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AI boom not shock-proof; chip shortage and weak pass-through weigh: ReportWhile AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...03 Jul, 2026, 10.26 AM IST- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...03 Jul, 2026, 09.14 AM IST
- Yotta Data Services in talks with PE funds to raise $1 billionYotta Data Services is reportedly seeking $1 billion from global and domestic funds, aiming to sell a 25-30% stake at a $3 billion valuatio...03 Jul, 2026, 01.20 AM IST
- Digital Edge (India) buys 30 acres in Palava for Rs 1,000 cr, plans 270MW data centreDigital Edge, backed by NIIF, has secured over 30 acres near Mumbai for a massive 270 MW hyperscale data centre campus, marking a significa...02 Jul, 2026, 10.44 PM IST
- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...02 Jul, 2026, 05.35 PM IST
- Microsoft partners with Singapore's Lightstorm to build India-Southeast Asia undersea cableThe consortium, whose other members include Tata Communications, Singapore Telecommunications, Singapore's ASEAN Cableship and Japan's NE...02 Jul, 2026, 09.19 AM IST
- Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...01 Jul, 2026, 11.38 PM IST
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...30 Jun, 2026, 06.53 PM IST
- Tata Comm to invest $152 million to boost India-Singapore digital corridorTata Communications is injecting $152 million into its subsea cable network, boosting India-Singapore connectivity by nearly 98 Tbps. This ...30 Jun, 2026, 06.23 PM IST
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...30 Jun, 2026, 09.45 AM IST
- Digital Realty to pay Blackstone $3.5 billion for stake in Virginia data centersThe move strengthens the data center operator's position in Northern Virginia, the world's largest data center market, where demand for cap...30 Jun, 2026, 07.51 AM IST
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...27 Jun, 2026, 04.58 PM IST
- US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlookIndian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech's AI spending concerns, the Dow edged higher....26 Jun, 2026, 01.44 AM IST
- Qualcomm forecasts $15 billion data center chip sales by 2029, shares soarQualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...25 Jun, 2026, 08.17 AM IST
- US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...23 Jun, 2026, 09.46 AM IST
- India to witness rapid data centre growth fueled by favourable demographics: Goldman SachsThe report, titled Outlook for Data Centers in Asia, states that data centre demand is expected to grow at a 20% compound annual growth rat...22 Jun, 2026, 12.22 PM IST
- Kirloskar Oil Engines shares surge 18% to record high after cracking Cummins-dominated data centre marketKirloskar Oil Engines shares rallied to 52-week high after the Indian generator maker secured a 192-megawatt order from HyperNext, a deal t...22 Jun, 2026, 09.44 AM IST
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