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Illustration of India’s data centre investment boom with digital infrastructure hubs connected across the country
Posted inData Centres

India’s data centre investment commitments cross $170 billion: Where is the money going?

India’s data centre investment commitments have surged to about $173 billion since 2021, with $38 billion added in H1 2026. The investment wave is spreading beyond established hubs as AI, cloud adoption and digitalisation drive demand for new capacity.
Posted by Team VAINETRA September 28, 2026
Modern data centre with high speed networking cables and optical fibre connections overlooking a large data centre campus at sunset
Posted inArtificial Intelligence Data Centres

India’s data centre boom is creating a new opportunity for networking cable makers

India’s rapidly expanding data centre ecosystem is creating opportunities beyond the operators building large campuses and the companies supplying power, cooling and servers. A less visible part of the infrastructure…
Posted by Shilpa Dhingra September 27, 2026
Advanced semiconductor manufacturing facility with SiC and GaN wafers, EV charging, renewable energy, data centres and telecom infrastructure
Posted inSemiconductors

Odisha’s Semiconductor Push: Rs 2,078 Crore SiC and GaN Plant Gets Green Light

Odisha is adding another piece to its emerging semiconductor and advanced manufacturing ecosystem, with SICSEM Pvt Ltd receiving approval to set up a Rs 2,078 crore manufacturing facility for silicon…
Posted by Team VAINETRA September 27, 2026
Futuristic data centre campus representing Adani’s proposed Rs 1,04,550 crore integrated data centre park in Khordha, Odisha
Posted inData Centres India Inc

Adani’s Rs 1.05 lakh crore data centre bet: High Density Datacentre gets Odisha nod for mega park

High Density Datacentre Ltd has received approval for a Rs 1,04,550 crore integrated data centre park in Odisha’s Khordha district, the largest project cleared in the state’s latest HLCA meeting.
Posted by Shilpa Dhingra September 27, 2026
AI infrastructure ecosystem showing power plants, transmission lines, data centres and semiconductor manufacturing facilities.
Posted inArtificial Intelligence Data Centres India Inc

Goldman Sachs maps India’s hidden AI economy: See top 42 firms across power, data centres, semiconductors

India may have limited exposure to global AI giants, but Goldman Sachs says a broader AI infrastructure ecosystem is emerging across power generation, transmission, data centres and semiconductors, with 42 listed companies collectively valued at $670 billion.
Posted by Shilpa Dhingra September 26, 2026
Aerial view of a large futuristic data centre campus with power infrastructure, cooling systems and a city skyline at sunset.
Posted inData Centres

APAC data centre sector will need more than $280 billion capex through 2030

Asia Pacific's data centre industry is entering a massive investment cycle, with more than $280 billion in capital expenditure expected to be required through 2030, according to Cushman & Wakefield.…
Posted by Shilpa Dhingra September 23, 2026
Futuristic AI data centres connected to a financial district and government building, representing AI's impact on interest rates and bond markets.
Posted inArtificial Intelligence Data Centres

AI is no longer just a tech story. It could reshape interest rates, debt and bond markets

AI's impact is moving beyond technology and equities. Allianz Research says the AI supercycle could eventually lower long term bond yields, while creating significant volatility along the way.
Posted by Shilpa Dhingra September 22, 2026
AI data centres are becoming too big to insure
Posted inArtificial Intelligence Data Centres

AI data centres are becoming too big to insure

The artificial intelligence boom is creating a problem that has little to do with chips, GPUs or algorithms. As AI data centres become larger and more power intensive, they are…
Posted by Team VAINETRA September 22, 2026
Futuristic Indian data centre campus showing server halls, cooling systems, power infrastructure, solar panels and network connectivity
Posted inData Centres India Inc

Beyond cloud giants: The companies set to benefit from India’s $45 billion data centre capex

India’s data centre expansion is rapidly turning into a much bigger infrastructure story than the growth of cloud computing alone.
Posted by Shilpa Dhingra September 21, 2026
India’s semiconductor market projected to grow from $64 billion in 2026 to $200 billion by 2035, driven by AI, data centres, EVs and advanced manufacturing
Posted inSemiconductors

India’s semiconductor market set to triple to $200 billion by 2035: EY-IESA

India’s semiconductor market is projected to grow more than threefold from nearly Rs. 5.94 lakh crore ($64 billion) in 2026 to Rs. 18.57 lakh crore ($200 billion) by 2035, according…
Posted by Team VAINETRA September 21, 2026

Posts pagination

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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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