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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
A futuristic semiconductor fabrication facility featuring advanced chip manufacturing equipment, robotic automation, silicon wafers and a sprawling industrial campus, representing India's growing semiconductor ecosystem.
Posted inSemiconductors

India’s semiconductor ambitions enter execution phase as Gujarat’s Dholera emerges as manufacturing hub: Morgan Stanley

India's semiconductor ambitions are shifting from policy to production. Morgan Stanley says the country's chip ecosystem has entered the execution phase, with AI demand, global supply chain diversification and projects such as Dholera positioning India as an emerging semiconductor manufacturing hub.
Posted by Team VAINETRA July 24, 2026
A futuristic AI data centre with rows of server racks, cooling infrastructure and high voltage transmission lines powering a digitally connected city, representing India's growing AI infrastructure.
Posted inArtificial Intelligence Data Centres

AI to drive $80 billion data centre boom in India by 2031, says Morgan Stanley

India could witness an $80 billion data centre investment boom by FY2031 as AI adoption gathers pace, according to Morgan Stanley. The brokerage expects installed capacity to rise nearly sixfold, driven by hyperscalers, AI workloads, data localisation and growing demand for high performance computing.
Posted by Team VAINETRA July 24, 2026
A futuristic comparison of the four main types of data centres: Enterprise, Colocation, Hyperscale, and AI & Edge. The illustration showcases a secure enterprise facility, a colocation server hall, a large hyperscale campus, and an AI edge computing unit connected to a smart city network, highlighting the infrastructure powering India's digital economy.
Posted inData Centres

Explained: The 4 types of data centres powering India’s digital economy

As the country prepares for a massive expansion in digital infrastructure, data centres are evolving to meet diverse business and technology needs.
Posted by Team VAINETRA July 21, 2026

Posts pagination

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  • Data Centre industry is set for a major shift: 4 trends to watch in 2026-27 in India
  • Data centre investment commitments reach $173 billion in India since 2021, says CBRE
  • India’s data centre capacity reaches 1.75 GW as Mumbai, Chennai dominate market
  • RIR Power Electronics’ Odisha facility moves closer to semiconductor production
  • RBI opens new data centre and cybersecurity training institute in Odisha

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