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Dell Earnings transcript
Posted inArtificial 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.
Posted by Team VAINETRA May 30, 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.
Posted inArtificial 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.
Posted by Team VAINETRA May 29, 2026
Neocloud AI
Posted inArtificial 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.
Posted by Team VAINETRA May 29, 2026
CBRE cautions that many Neocloud companies have shorter operating histories and comparatively weaker credit profiles than established hyperscalers.
Posted inArtificial 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.
Posted by Team VAINETRA May 29, 2026
Sterlite Technologies
Posted inArtificial 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.”
Posted by Team VAINETRA May 28, 2026
Zomato Blinkit Eternal
Posted inArtificial Intelligence India Inc

AI becomes core to Eternal’s Blinkit and food delivery strategy

The company said AI-backed advertising and customer engagement models are already creating new monetisation opportunities.
Posted by Team VAINETRA May 28, 2026
Lenskart
Posted inArtificial Intelligence India Inc

Lenskart bets big on AI, smart glasses and automated eye tests for next growth phase

The company plans to deploy AI across functions ranging from eye testing and manufacturing to customer experience and inventory planning.
Posted by Team VAINETRA May 28, 2026
Vaibhav Suryavanshi
Posted inArtificial Intelligence

Is Vaibhav Suryavanshi the AI Avatar of Yuvraj Singh and Brian Lara?

Watching Vaibhav Suryavanshi sometimes feels like watching an AI generated fusion of Yuvraj Singh and Brian Lara
Posted by Team VAINETRA May 27, 2026
The company, which crossed Rs 10,000 crore in annual net revenue for the first time in FY26, said AI is beginning to play a meaningful role across both growth and profitability metrics.
Posted inArtificial Intelligence India Inc

Nykaa bets big on AI to drive growth, personalisation and marketing efficiency

The company, which crossed Rs 10,000 crore in annual net revenue for the first time in FY26, said AI is beginning to play a meaningful role across both growth and profitability metrics.
Posted by Team VAINETRA May 27, 2026
Roundhill Memory DRAM ETF
Posted inArtificial Intelligence Semiconductors

Roundhill Memory ETF: AI demand fuels over 100% rally in world’s first memory ETF DRAM

The Roundhill Memory ETF (DRAM), the world’s first memory stock ETF, has been creating a buzz in the US market after delivering robust returns in less than three months. The…
Posted by Team VAINETRA May 27, 2026

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  • AI momentum hinges on hyperscaler capex, monetisation and yields: Dolat Capital
  • Hyderabad emerges as a global capability powerhouse as GCCs drive office demand
  • SEMICON India 2026: When and where is India’s biggest semiconductor event?

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