Team VAINETRA, Author at VAINETRA

AI infrastructure boom powers Taiwan’s fastest economic growth in nearly 50 years

The global AI infrastructure race is reshaping economies. Jefferies says massive investments in AI chips, semiconductor manufacturing and data centres helped Taiwan post its fastest economic growth in nearly five decades.

Team VAINETRA June 28, 2026

Artificial Intelligence

Chinese AI models shake up global AI race again as lower costs challenge US leaders

Chinese AI models are emerging as serious competitors to US AI leaders. Jefferies says lower cost models such as GLM 5.2 could accelerate AI adoption while driving fresh demand for data centres, memory chips and computing infrastructure.

Team VAINETRA June 28, 2026

Artificial Intelligence India Inc

Delhivery turns in house logistics intelligence into new AI business with launch of Delhivery Maps

Delhivery has unveiled Delhivery Maps, an AI powered mapping suite developed using data from over two billion shipments. The platform aims to help enterprises optimise logistics while creating a new high margin software business for the company.

Team VAINETRA June 28, 2026

Artificial Intelligence Data Centres

AI boom to reshape power grids as data centres drive surge in electricity demand: Capgemini

The rapid rise of AI driven data centres is making electricity demand more volatile and difficult to forecast. Capgemini says utilities must modernise grids as AI workloads become the dominant source of power consumption.

Team VAINETRA June 27, 2026

Data Centres Semiconductors

AI boom drives record demand for DRAM and NAND memory, says Micron

AI data centres are driving record demand for DRAM and NAND memory chips as enterprises scale computing and storage infrastructure worldwide.

Team VAINETRA June 26, 2026

Artificial Intelligence

Amazon commits another $13 bn to India’s AI and cloud infrastructure push

Amazon has announced an additional $13 billion investment in India’s AI and cloud infrastructure by 2030, reinforcing the country’s position as a key global destination for hyperscale data centre and AI growth.

Team VAINETRA June 26, 2026

Data Centres India Inc

Schneider Electric Infrastructure emerges as key proxy to India’s data centre boom: Ambit Capital

Ambit Capital believes Schneider Electric Infrastructure is one of the strongest listed plays on India's data centre growth story. The brokerage expects the company's data centre business to expand rapidly as India's capacity scales up over the coming decade.

Team VAINETRA June 25, 2026

Semiconductors

China dominates global semiconductor Unicorn race with 48 chip startups valued above $1 bn

The number of semiconductor unicorns globally has reached 55, with China accounting for 48 of them. Hurun's latest report highlights the growing importance of AI hardware and domestic chipmaking capabilities.

Team VAINETRA June 25, 2026

India Inc Semiconductors

Acutaas says semiconductor business poised for meaningful growth over next two years

Acutaas Chemicals said its semiconductor chemicals business is gaining traction, with new products, customer shipments and a South Korea joint venture expected to drive growth. Management believes semiconductors and battery chemicals could emerge as independent growth engines by FY28.

Team VAINETRA June 25, 2026

Artificial Intelligence Data Centres India Inc

SBI sees strong investment potential in data centres, chip manufacturing and green hydrogen

SBI is looking beyond traditional lending to support emerging sectors such as data centres, semiconductors, green hydrogen and small modular reactors. Chairman C.S. Setty said these industries require innovative financing structures that go beyond conventional bank loans.

Team VAINETRA June 25, 2026