Team VAINETRA, Author at VAINETRA

GCCs fuel India’s flexible workspace boom as global firms expand beyond IT

As multinational companies expand their Global Capability Centres in India, demand for managed workspaces is rising sharply. Companies such as IndiQube are benefiting as GCCs increasingly adopt flexible and distributed office models.

Team VAINETRA May 30, 2026

Artificial Intelligence Data Centres

Dell’s AI Engine Roars: $51 billion backlog signals unrelenting demand for data centre infrastructure

Dell booked an astonishing $24.4 billion in AI orders during the quarter and generated $16.1 billion in AI server revenue.

Team VAINETRA May 30, 2026

Artificial Intelligence Data Centres

Dell Technologies Q1 Earnings Call Transcript: AI infrastructure demand shows no signs of slowing

AI emerged as the biggest growth engine for Dell. The company reported AI orders worth $24.4 billion during the quarter and recognized $16.1 billion in AI server revenue.

Team VAINETRA May 30, 2026

The Gujarat Global Capability Center (GCC) Policy 2025-30 acknowledges this reality, noting that Ahmedabad and Vadodara currently lead the state's footprint in the sector.

Global Capability Centres

Beyond Ahmedabad: Can Surat, Rajkot, Gandhinagar and Dholera become Gujarat’s next GCC destinations?

As Gujarat targets 250 Global Capability Centres by 2030, attention is shifting beyond Ahmedabad and Vadodara. Can Surat, Rajkot, Gandhinagar and Dholera emerge as the state's next GCC destinations?

Team VAINETRA May 29, 2026

Global Capability Centres

Gujarat wants a bigger slice of India’s GCC economy; targets 250 GCCs, 50,000 jobs, Rs 10,000 cr investment by 2030

Gujarat is aiming to strengthen its presence in India's fast-growing Global Capability Centre ecosystem. Under its new GCC Policy 2025-30, the state plans to attract 250 GCCs, generate 50,000 jobs and bring in investments worth Rs 10,000 crore.

Team VAINETRA May 29, 2026

Google's planned 1GW AI data centre campus in Visakhapatnam, being developed alongside partners AdaniConnex and Airtel Nxtra.

Data Centres

Google, AWS, Blackstone: Why global tech giants are pouring billions into India’s data centres

India's data centre industry is entering a new growth phase as global technology giants and infrastructure investors commit billions of dollars to AI, cloud and digital infrastructure projects across the country.

Team VAINETRA May 29, 2026

As demand for AI infrastructure surges, data centre operators and investors are being forced to rethink where they build, how they secure power and which markets offer the best long term returns.

Artificial Intelligence Data Centres

The next data centre gold rush? CBRE says AI, power and Neocloud will decide the winners

The future of data centre investing may not belong to traditional hubs alone. According to CBRE, AI workloads and Neocloud demand are creating a new map of winners and losers across Asia Pacific.

Team VAINETRA May 29, 2026

Artificial Intelligence

What is Neocloud? The AI infrastructure model reshaping cloud computing

Neocloud providers are specialised cloud companies that offer GPU powered computing infrastructure for artificial intelligence applications.

Team VAINETRA May 29, 2026

CBRE cautions that many Neocloud companies have shorter operating histories and comparatively weaker credit profiles than established hyperscalers.

Artificial Intelligence Data Centres

AI fuels rise of Neocloud providers, creating a new growth engine for data centres

Neocloud providers first emerged during 2023 and 2024 and gained substantial momentum in 2025 as specialised cloud operators focused on high performance computing (HPC) workloads.

Team VAINETRA May 29, 2026

Artificial Intelligence Data Centres

Sterlite sees AI and Data Centres fuelling next wave of optical fibre demand

“Data centres are simply the fastest-growing driver for fibre demand,” STL Managing Director Ankit Agarwal said during the call. “This is not just a matter of scale. It’s a step change in fibre intensity.”

Team VAINETRA May 28, 2026