Technology Stocks 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

Artificial 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.

Team VAINETRA May 30, 2026

Artificial 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.

Team VAINETRA May 30, 2026