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AI Semiconductor
Posted inArtificial 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…
Posted by Team VAINETRA July 12, 2026
India Inc AI Mission
Posted inArtificial Intelligence India Inc Semiconductors

How India Inc is rewriting its MoA to ride the AI and semiconductor wave

A growing number of Indian listed companies are expanding their corporate objectives to include artificial intelligence, semiconductors and other deep technology businesses.
Posted by Team VAINETRA July 9, 2026
Semiconductor
Posted inSemiconductors

10 trends powering the global semiconductor market towards $1 trillion by 2030

Artificial intelligence, electric vehicles, cloud computing, 5G networks and billions of connected devices are driving unprecedented demand for semiconductors. According to SPEL Semiconductor's FY25 Annual Report, these structural trends could push the global semiconductor industry beyond $1 trillion by 2030.
Posted by Team VAINETRA July 9, 2026
Microsoft
Posted inArtificial Intelligence

Microsoft to cut 4,800 jobs as it accelerates AI driven business transformation

Microsoft on July 6 announced another major restructuring exercise, eliminating around 4,800 roles, or about 2.1 per cent of its global workforce, as the technology giant sharpens its focus on…
Posted by Team VAINETRA July 7, 2026
Evolution of Data Centre
Posted inData Centres

How data centres evolved from computer rooms to AI factories

The evolution of data centres mirrors the transformation of computing itself. From housing room sized mainframes in the 1940s to supporting AI workloads in hyperscale facilities today, data centres have become the backbone of the global digital economy.
Posted by Team VAINETRA July 5, 2026
Data Centre
Posted inData Centres

These four structural catalysts are powering India’s data centre boom

India's data centre industry is witnessing rapid growth, supported by four long term structural trends: soaring data generation, accelerated cloud adoption, AI driven computing demand and India's emergence as a global data hub.
Posted by Team VAINETRA July 5, 2026
India Data Centre
Posted inData Centres

Cloud, AI, data localisation among six forces driving India’s data centre boom: KPMG

India's data centre sector is entering a new phase of growth, with six structural trends reshaping demand for digital infrastructure and accelerating investments in high-capacity facilities, according to a report…
Posted by Team VAINETRA July 1, 2026
Data Centre
Posted inData Centres

India’s data centre capacity additions jump 2.4x to 1,900 MW in FY26 as AI, hyperscalers fuel demand: KPMG

India's data centre industry is witnessing an unprecedented acceleration in capacity expansion, with annual capacity additions rising nearly 2.4 times from around 778 MW in FY23 to about 1,900 MW…
Posted by Team VAINETRA July 1, 2026
Data Centre
Posted inData Centres

India’s share of global data centre market to rise to 5% by FY30; market size seen at Rs 61,000 crore: KPMG

India's data centre market could more than quadruple to Rs 61,000 crore by FY30, with its share of the global market rising to nearly 5%, according to KPMG. Rising AI adoption, cloud computing and digitalisation are expected to drive capacity expansion, with Tier II cities emerging as the next growth hubs.
Posted by Team VAINETRA July 1, 2026
ESDS Data Centre
Posted inIndia Inc IPO

ESDS Software Solutions IPO: Key details, financials, issue size, objectives and competitors

ESDS Software Solutions is reportedly preparing to launch a Rs 600 crore IPO that could make it India's first listed data centre owner and operator.
Posted by Team VAINETRA June 30, 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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