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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
Dell
Posted inArtificial Intelligence Data Centres

Dell’s AI Engine Roars: $51 billion backlog signals unrelenting demand for data centre infrastructure

Dell booked an astonishing $24.4 billion in AI orders during the quarter and generated $16.1 billion in AI server revenue.
Posted by Team VAINETRA May 30, 2026
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
Gujarat GCC Policy
Posted inGlobal Capability Centres

Gujarat wants a bigger slice of India’s GCC economy; targets 250 GCCs, 50,000 jobs, Rs 10,000 cr investment by 2030

Gujarat is aiming to strengthen its presence in India's fast-growing Global Capability Centre ecosystem. Under its new GCC Policy 2025-30, the state plans to attract 250 GCCs, generate 50,000 jobs and bring in investments worth Rs 10,000 crore.
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
Vaibhav Suryavanshi
Posted inArtificial Intelligence

Is Vaibhav Suryavanshi the AI Avatar of Yuvraj Singh and Brian Lara?

Watching Vaibhav Suryavanshi sometimes feels like watching an AI generated fusion of Yuvraj Singh and Brian Lara
Posted by Team VAINETRA May 27, 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

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  • India’s AI IPO opportunity: Goldman Sachs sees $50-100 billion potential
  • India’s next data centre IPO candidates: The private AI infrastructure companies to watch
  • Jio Platforms IPO: AI ambitions could boost India’s data centre demand
  • CapitaLand unveils Rs 1,940 crore Chennai data centre, expands Tamil Nadu presence
  • HCL Tech’s Bhubaneswar AI data centre puts sovereign AI in focus

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