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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
Google's planned 1GW AI data centre campus in Visakhapatnam, being developed alongside partners AdaniConnex and Airtel Nxtra.
Posted inData Centres

Google, AWS, Blackstone: Why global tech giants are pouring billions into India’s data centres

India's data centre industry is entering a new growth phase as global technology giants and infrastructure investors commit billions of dollars to AI, cloud and digital infrastructure projects across the country.
Posted by Team VAINETRA May 29, 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
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
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.
Posted inArtificial 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.
Posted by Team VAINETRA May 24, 2026
The growing AI boom is expected to reshape the future of global digital infrastructure, with data centres evolving from simple storage hubs into highly specialised, power intensive technology ecosystems built to support the next generation of artificial intelligence applications.
Posted inArtificial Intelligence Data Centres

AI workloads are reshaping the global data centre industry faster than expected; here’s how

The global data centre industry is entering a new phase of transformation as artificial intelligence rapidly changes infrastructure requirements across the world. While cloud computing and enterprise usage continue to…
Posted by Team VAINETRA May 24, 2026
Government estimates suggest India’s data centre capacity could expand sharply by 2030 as demand for digital services surges
Posted inData Centres

India’s AI and data centre boom faces a new threat. Any guesses?

Higher outdoor heat forces cooling systems to consume more electricity, significantly increasing operational costs.
Posted by Team VAINETRA May 24, 2026
Indian origin companies such as Affle, InMobi, and mFilterIt are already operating globally, proving that India can build and scale world class AdTech businesses.
Posted inArtificial Intelligence Global Capability Centres

Why global AI AdTech giants are quietly building their future in India, Redseer explains

Industry estimates suggest India could become the world’s largest GitHub developer base by 2030.
Posted by Team VAINETRA May 24, 2026

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  • RIR Power Electronics’ Odisha facility moves closer to semiconductor production
  • RBI opens new data centre and cybersecurity training institute in Odisha
  • What is a Holobot? How AI recreated Swami Chinmayananda for PM Modi
  • India 2030: What sovereign AI could look like
  • Three Pressures That Could Shape India’s Sovereign AI Strategy

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