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AI Infrastructure

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Bull market rally with stock exchange building, rising chart and data centre servers
Posted inArtificial Intelligence Data Centres India Inc

ESDS Software Solution shares extend rally, gain 300% over IPO issue price

ESDS Software Solution shares have surged 300% over their IPO issue price, reaching Rs 1,716 on September 11, following a strong debut on Dalal Street.
Posted by Team VAINETRA September 11, 2026
Goyal expressed confidence in India’s growth prospects amid global uncertainty and volatility and highlighted the country’s 7.8% growth in Q1.
Posted inData Centres

India is the world’s best location for setting up data centres: Piyush Goyal

Goyal expressed confidence in India’s growth prospects amid global uncertainty and volatility and highlighted the country’s 7.8% growth in Q1.
Posted by Shilpa Dhingra September 2, 2026
Autonomous AI agents connected to a central neural network and futuristic data-centre servers.
Posted inArtificial Intelligence Data Centres

AI agents could create a new data centre demand wave, NVIDIA Says

NVIDIA believes the rise of continuously operating AI agents could dramatically increase computing demand and accelerate data-centre investment.
Posted by Shilpa Dhingra August 30, 2026
Futuristic data centre and semiconductor manufacturing facility representing rising AI demand and constrained supply.
Posted inArtificial Intelligence

NVIDIA says AI demand could grow 100%, but supply is holding it back

NVIDIA expects 70% revenue growth in fiscal 2028, but says underlying AI demand could be growing around 100%, with supply remaining the key constraint.
Posted by Shilpa Dhingra August 30, 2026
Futuristic data centre with GPUs, CPUs and networking hardware representing NVIDIA’s full-stack AI infrastructure.
Posted inArtificial Intelligence

NVIDIA’s AI Business is moving beyond GPUs

NVIDIA is expanding its AI infrastructure business beyond GPUs as Vera Rubin brings CPUs, networking and software into its full-stack AI factory platform.
Posted by Shilpa Dhingra August 30, 2026
India’s AI and data-centre boom is creating a new demand for reliable power, generators, turbines and energy infrastructure—putting electricity at the heart of the next digital growth cycle.
Posted inArtificial Intelligence Data Centres

New power industry in making: How AI and data centres are reshaping India’s electricity demand

The artificial intelligence boom is often described through chips, models and computing power. But behind every AI workload sits a more basic requirement: electricity. The country's rapidly expanding data-centre industry…
Posted by Shilpa Dhingra August 25, 2026
India's rapid expansion of artificial intelligence (AI) infrastructure is opening up new business opportunities beyond traditional technology companies.
Posted inData Centres India Inc

Castrol bets on Data Centre cooling opportunity as India’s AI infrastructure buildout accelerates

The country's rapid expansion of artificial intelligence (AI) infrastructure is opening up new business opportunities beyond traditional technology companies. Lubricants maker Castrol India believes data centre cooling could emerge as…
Posted by Team VAINETRA August 1, 2026
Modern AI data centre connected to power infrastructure, cooling systems, semiconductor chips and industrial automation, illustrating the physical infrastructure behind artificial intelligence.
Posted inArtificial Intelligence Data Centres

AI is becoming a physical infrastructure industry. Is India ready?

Goldman Sachs estimates that AI could increase India's annual labour productivity growth by around 0.4 percentage points over the next decade in its baseline scenario.
Posted by Team VAINETRA July 29, 2026
Tata Group Chairman N Chandrasekaran outlines the company's AI strategy in the Tata Sons Annual Report 2025–26, highlighting investments in semiconductors, AI data centres, enterprise software and digital infrastructure to build a full stack AI ecosystem.
Posted inArtificial Intelligence India Inc

Tata bets on full stack AI strategy to build India’s intelligence infrastructure

Tata Group is betting that the next phase of the artificial intelligence revolution will be driven not just by software but by the underlying infrastructure that powers it. In his…
Posted by Team VAINETRA July 28, 2026
A futuristic technology illustration showing AI, semiconductor manufacturing, industrial robotics and data centre infrastructure, with a glowing digital AI brain connecting advanced computing, server racks and a semiconductor wafer in a high tech industrial environment.
Posted inArtificial Intelligence Data Centres India Inc

Cyient DLM bets on AI infrastructure, data centres and semiconductor equipment to drive next growth phase

Electronics manufacturing services (EMS) company Cyient DLM is expanding beyond its traditional aerospace, defence and industrial businesses, with the company identifying AI infrastructure, data centres, semiconductor capital equipment and robotics…
Posted by Team VAINETRA July 27, 2026

Posts pagination

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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?
  • Roblox is turning AI into a game-making engine; here’s how
  • Your 1980s AI photo isn’t free: How much water does one AI image use?

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