AI capex Archives

AI capex growth may be losing momentum, but Indian IT could emerge as a contrarian beneficiary as the AI cycle shifts from infrastructure spending to application and deployment.

AI capex boom may be losing steam; Indian IT could emerge as contrarian winner: Nuvama Institutional Equities

The global artificial intelligence (AI) investment boom may be approaching a critical turning point, with the benefits of massive data-centre spending beginning to fade and risks of a slowdown in…

Team VAINETRA September 7, 2026

Artificial Intelligence

AI fatigue? The market may be rotating, but the infrastructure boom is not going anywhere

The sharp rally in AI stocks finally looks like it's catching its breath. But dig a little deeper and the actual infrastructure story hasn't lost an ounce of momentum. A…

Team VAINETRA July 12, 2026

Artificial Intelligence

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

Experts believe the ongoing AI investment wave will fundamentally reshape the future of global digital infrastructure, making data centres the foundation of the next era of artificial intelligence driven economic growth.

Artificial Intelligence Data Centres

Big tech’s AI spending boom is reshaping global data centre infrastructure

According to CBRE Research, capital expenditure by leading technology firms is expected to rise sharply through 2027, driven primarily by investments in AI training, cloud expansion and AI inference capabilities.

Team VAINETRA May 24, 2026