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INFRASTRUCTURE INVESTMENT
AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...- Uttarakhand government presents supplementary budget of Rs 7,844 croreUttarakhand Chief Minister Pushkar Singh Dhami has presented a supplementary budget of Rs 7,844.18 crore. This budget prioritises sectors s...
- AMD and Meta advance strategic partnership to power Meta's Superintelligence InfrastructureAdvanced Micro Devices, or AMD, is teaming up with Meta to enhance its superintelligence infrastructure. As part of this strategic partners...
- Delhi to Haridwar in 1.5 hours next month? Nitin Gadkari says new road projects will boost tourism, jobsUnion Road Transport and Highways Minister Nitin Gadkari announced the opening of new road projects next month. Travel time from Delhi to H...
- Coal India’s H1 capex rises 27% to Rs 7,966 crore, beats targetCoal India Ltd has reported a capital expenditure increase of 27% to Rs 7,966 crore for the first half. The company surpassed its H1 target...
- Why AI stocks rallied after Anthropic’s IPO filingAI stocks rallied after Anthropic disclosed IPO paperwork, with Nvidia gaining nearly 3% and the Philadelphia Semiconductor Index climbing ...
- Can SFC Environmental Technologies IPO deliver long-term growth for high-risk investors?SFC Environmental Technologies is planning an IPO to raise ₹150 crore for debt repayment and ₹517.5 crore for an offer for sale. The compan...
- AI stocks rise as Anthropic nears Wall Street debut amid investor cautionA successful flotation by a pure-play AI giant such as Anthropic could reshape how markets value parts of the booming industry, including c...
- Musk's warning hits neocloud stocks as debt concerns mountShares of neocloud companies have fallen significantly amid concerns about consolidation in the sector. Elon Musk warned that many neocloud...
- Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
- Tata Communications to plug Rs 4,350 crore in AI super highwayTata Communications aims to invest Rs 4,350 crore to create 10,000 km of AI-ready connectivity infrastructure across India. The investment ...
- $7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...
- India aims to quadruple port capacity by 2047, eyes stronger maritime cooperation with Rotterdam: Piyush GoyalIndia intends to increase its port capacity significantly by 2047 to support economic growth and trade. Union Minister Piyush Goyal emphasi...
- Brookfield builds Qatar presence with Doha officeBrookfield has established a new office in Doha which focuses on its global credit platform and investment opportunities. This step aims to...
- Silver dividends: How investing in ageing societies can boost growth and cut healthcare costsAs populations age and people work longer, governments can turn longevity into an economic opportunity by investing in accessible infrastru...
- AI stocks: Midterm elections could threaten AI trade as data center backlash growsPublic opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory sc...
- High-voltage reality: ‘Data hubs need stable grids more than sops’As states roll out the red carpet to attract private investments in artificial intelligence (AI) and cloud infrastructure, delivering unint...
- Super Micro climbs after upbeat forecast shows robust AI demandSuper Micro Computer's stock has surged significantly following their announcement of impressive revenue forecasts that have surpassed anal...
- AI infra boom faces financing risks as data centre bond spreads widen: Goldman SachsThe report said high-yield bonds issued by data centre companies are facing pressure as investors assess the risks of financing the rapid e...
- Alpha Alternatives raises over Rs 6,000 crore for first infrastructure fundAlpha Alternatives has garnered over ₹6,000 crore for its initial infrastructure fund, which is set to focus on key projects such as roads ...
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