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Mphasis said 64% of its deal wins during FY26 were AI led, while its AI-focused investments have expanded the pipeline to 2.6 times its original size since the launch of Mphasis.ai.
Posted inArtificial Intelligence India Inc

How AI became the biggest growth driver for Mphasis

The company expects AI-led transformation spending to remain strong despite macroeconomic uncertainties.
Posted by Team VAINETRA May 31, 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.
Posted inGlobal 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?
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
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
Meesho
Posted inArtificial Intelligence India Inc

Meesho’s AI Playbook: How Voice AI and smart algorithms are powering Bharat’s E-commerce boom

During the company’s Q4 FY26 analyst call, Meesho management repeatedly highlighted how AI is becoming central to its business strategy as it targets deeper penetration in smaller towns and rural India.
Posted by Team VAINETRA May 26, 2026

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