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INFRASTRUCTURE DEMANDS
Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...- Inside Jamnagar: How Meta and Reliance are building India’s AI infrastructure backboneMeta and Reliance Industries are expanding their partnership beyond connectivity to build an AI-enabled data centre in Jamnagar, Gujarat, m...
- Zoho unveils India-designed server as AI boom pushes up infra costsZoho has launched Nathu La, an indigenously designed server platform. This move aims to reduce infrastructure costs and improve energy effi...
- Why is the SpaceX IPO generating unprecedented investor demand? Elon Musk’s $75 billion offering attracts more than $250 billion in investor ordersSpaceX IPO demand is rewriting Wall Street history. Elon Musk's SpaceX seeks $75 billion while investor orders reportedly exceed $250 billi...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- Jefferies upgrades Aegis Vopak shares to Buy, says correction overdone. Here’s whyShares of Aegis Vopak Terminals gained after Jefferies upgraded the stock to Buy despite lowering its target price to Rs 240. The brokerage...
- Dixon Tech shares rise as subsidiary enters JV to manufacture optical telecom productsDixon Technologies' shares rose after its subsidiary, Dixon Electroconnect, partnered with Gemtek Technology to form a joint venture. This ...
- A $6 billion share sale wave in India signals deals perking upIndia's equity markets are poised for a busy period with over $6.3 billion in offerings expected in two months. This surge follows a subdue...
- Super Micro Computer to raise $7 billion in equity offerings to meet AI server demandAI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support ...
- Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
- As Cos fast-track AI adoption, data & infra readiness come under spotlightPriorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.
- 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...
- Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
- Migsun Group to invest Rs 250 crore in developing serviced apartment project in Delhi’s RohiniMigsun Group will invest Rs 250 crore to build nearly 500 luxury serviced apartments in Delhi's Rohini. This project will cater to corporat...
- IVY County: At the intersection of global trends and East Bengaluru's growth storyBengaluru's real estate focus is shifting to East Bengaluru's Sarjapur-Varthur-Gunjur corridor. This region offers significant investment p...
- Amid tech layoffs, this engineering role sees 700% surge in demand, offers salaries up to $200K; Anthropic, OpenAI, Google Cloud and McKinsey are hiringAt a time when tech companies are laying off employees, there is a surprising boom for a specific engineering role, with job postings skyro...
- 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...
- Alphabet plans to raise $80 billion for AI goals, Berkshire to invest $10 billionThe deal brings in Warren Buffett's diversified holding company as a major new investor, adding a high-profile endorsement of Alphabet's lo...
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