Hyperscalers Archives

AI capex growth may be losing momentum, but Indian IT could emerge as a contrarian beneficiary as the AI cycle shifts from infrastructure spending to application and deployment.

AI capex boom may be losing steam; Indian IT could emerge as contrarian winner: Nuvama Institutional Equities

The global artificial intelligence (AI) investment boom may be approaching a critical turning point, with the benefits of massive data-centre spending beginning to fade and risks of a slowdown in…

Team VAINETRA September 7, 2026

Goyal expressed confidence in India’s growth prospects amid global uncertainty and volatility and highlighted the country’s 7.8% growth in Q1.

Data Centres

India is the world’s best location for setting up data centres: Piyush Goyal

Goyal expressed confidence in India’s growth prospects amid global uncertainty and volatility and highlighted the country’s 7.8% growth in Q1.

Shilpa Dhingra September 2, 2026

Data 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…

Team VAINETRA July 1, 2026

Data 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…

Team VAINETRA July 1, 2026

Artificial Intelligence

AI infrastructure boom powers Taiwan’s fastest economic growth in nearly 50 years

The global AI infrastructure race is reshaping economies. Jefferies says massive investments in AI chips, semiconductor manufacturing and data centres helped Taiwan post its fastest economic growth in nearly five decades.

Team VAINETRA June 28, 2026

Artificial Intelligence

Amazon commits another $13 bn to India’s AI and cloud infrastructure push

Amazon has announced an additional $13 billion investment in India’s AI and cloud infrastructure by 2030, reinforcing the country’s position as a key global destination for hyperscale data centre and AI growth.

Team VAINETRA June 26, 2026

Artificial Intelligence IPO

Jio IPO: Can Jio become India’s Nvidia moment?

When investors think of artificial intelligence, companies such as Nvidia often come to mind. The chipmaker has emerged as one of the biggest beneficiaries of the global AI boom by…

Team VAINETRA June 20, 2026

Artificial Intelligence IPO

Jio IPO: The quiet bet on becoming India’s AI backbone

Jio Platforms' IPO offers investors a glimpse into a strategy that extends far beyond telecom. The company is building the connectivity infrastructure needed to support India's growing AI and data centre ecosystem through subsea cables, data centre interconnect networks and AI powered operations.

Team VAINETRA June 20, 2026

Data Centres

Amazon AWS leads North America’s data centre race with 10.6 GW capacity

The battle for artificial intelligence supremacy is increasingly becoming a battle for data centre capacity. A recent Jefferies analysis of the top 15 data centre operators and owners in North…

Team VAINETRA June 7, 2026

Data Centres

Data Centres face a new problem: Too much demand, too little supply

According to a recent Jefferies research report titled "All the Data Center Demand in the World, Still Not Enough Supply", the biggest challenge for the industry is no longer demand. It is the ability to build enough capacity quickly enough.

Team VAINETRA June 7, 2026