Team VAINETRA, Author at VAINETRA

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

Data Centres

Why planting bamboo tree near your data centre is a terrible idea

While bamboo is often seen as an eco friendly landscaping option, its aggressive root growth, maintenance challenges and potential impact on critical infrastructure make it unsuitable for data centre campuses.

Team VAINETRA June 24, 2026

Semiconductors

AI boom fuels $8.4 bn funding surge for semiconductor startups in Q1 2026: MosChip Technologies

Semiconductor startups raised a combined $8.4 billion in the first quarter of 2026, driven by soaring demand for AI infrastructure. Funding flowed into companies developing AI inference chips, photonics technologies, advanced interconnects and AI powered chip design tools, highlighting the sector's growing importance in the global artificial intelligence ecosystem.

Team VAINETRA June 24, 2026

Semiconductors

What is a Chiplet?

Chiplets are transforming semiconductor design by breaking large processors into smaller, specialised components that can be combined within a single package. This modular approach improves performance, reduces manufacturing costs and enables faster innovation, making chiplets a critical technology for AI, data centres and next generation computing.

Team VAINETRA June 24, 2026

Artificial Intelligence

65% of financial firms now actively use AI as ROI becomes clear: NVIDIA Report

A new NVIDIA survey reveals that 65% of financial institutions are actively using AI, while 89% report higher revenue and lower costs from their AI initiatives, highlighting the technology's growing impact across banking, fintech and capital markets.

Team VAINETRA June 23, 2026

Artificial Intelligence Data Centres Global Capability Centres

AI, semiconductors, data centres and GCCs will shape India’s technology future

AI, semiconductors, data centres and GCCs are becoming the foundation of India's next growth phase, driving innovation, investment and digital transformation across industries.

Team VAINETRA June 22, 2026

Artificial Intelligence

Cabship bets on AI and skills development as Angola’s energy sector expands

Cabship is expanding its AI powered logistics capabilities and workforce development initiatives to support Angola’s evolving oil and gas sector, while strengthening offshore and marine support services ahead of AOG 2026.

Team VAINETRA June 22, 2026