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INFRASTRUCTURE SPENDING
Tata Communications to spend $450 million on AI connectivity infrastructureTata Communications has unveiled an impressive plan to bolster high-speed data connectivity throughout India by laying approximately 10,000...- Big Tech Earnings Week: Will AI spending pay off?Alphabet, Microsoft and Amazon report quarterly results in a crucial week for AI stocks. Investors will track cloud growth, profit margins,...
- $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...
- Elon Musk says SpaceX raised $40 billion in debt for GPUsMusk's post comes after Reuters reported earlier this month that SpaceX is in talks with banks and asset managers to raise $40 billion for ...
- 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...
- US data centre spending seen more than doubling to $2.1 trillion by 2028, estimates BoFAGlobal data centre spending is expected to reach $1 trillion in 2026 and more than double to $2.1 trillion by 2028, driven by rising demand...
- 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...
- HKEX launches AI and semiconductor indexes, licenses AI index in ChinaHong Kong Exchanges and Clearing launched two new indexes that track AI and semiconductor companies. The HKEX Artificial Intelligence Index...
- Global Market: Anthropic presses ahead with November IPO as AI listings face delaysAnthropic is preparing for a potential mid-November IPO despite market volatility, rising interest rates and concerns over AI spending. Wit...
- SpaceX seeks access to 80,000 US cell sites for wireless network: reportSpaceX is in talks with cellular infrastructure companies to secure access to at least 80,000 sites across the United States, Bloomberg New...
- India must avoid copying China's aggressive tax policies on private wealth and offshore assetsDeveloping economies often look to the US and China for cues on taxation, infra spending and policy. India, for one, must steer clear of em...
- Neocloud short sellers rack up $6 billion as AI debt fears deepenShort sellers betting against US neocloud and data centre companies have made about $6 billion in paper profits this month as AI debt fears...
- Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concernsJapan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tok...
- Core output grows at series high of 7.9% in SeptIndia's core sector output growth for September recorded a remarkable 7.9%, driven largely by expansion in coal and electricity. Notably, r...
- Tech giants' AI spending to exceed $1 trillion in 2027, lift US growth: UBSMajor technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indi...
- S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...
- US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
- Why India's steel demand is defying global weaknessIndia’s steel prices are rising despite weak global markets, supported by infrastructure spending, manufacturing growth and higher input co...
- CoreWeave's slump puts spotlight on debt behind AI boomThe loss-making AI cloud company, burdened with about $50 billion in debt, has become the poster child for mounting concerns that the data ...
- US stocks: CoreWeave's slump puts spotlight on debt behind AI boomCoreWeave's financial distress is highlighted by its $50 billion debt and significant default risks, causing stock prices to drop. Investor...
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