AI DATA CENTRE INFRASTRUCTURE
AI workloads push data centres to upgrade fire and cooling systems
Data centres are significantly upgrading fire safety, cooling, and electrical systems following a recent Google Cloud incident. The surge in AI computing power, with AI racks costing millions, necessitates enhanced protection for these critical digital assets. Operators are investing in advanced fire suppression, robust power, and efficient cooling to prevent costly disruptions.
Karnataka approves 50 AI labs in government colleges
Karnataka is establishing 50 AI labs in government colleges to boost emerging tech skills and employability in smaller cities. This initiative, part of the 2026-27 budget and in partnership with the IndiaAI Mission, will equip students with AI, machine learning, and data science expertise. The program aims to foster innovation and create a skilled workforce across the state.
TCS launches India's first Oracle AI Data platform lab in Kolkata
The facility at Delta Park Lords in Kolkata has been set up in collaboration with Oracle and will support customers in addressing challenges such as fragmented data systems, slow analytics cycles, limited AI scalability and operational inefficiencies, the IT major said.
The conviction in India continues to be very high: Citi's Achintya Mangla
India is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently cautious, questioning India's position in the global AI race and seeking improvements in ease of doing business. Despite short-term volatility, long-term conviction in India remains strong, supported by favorable demographics and growing manufacturing.
Americans wary of AI-driven data center boom, Reuters/Ipsos poll shows
Americans are not happy with the fast building of data centers for AI. Most people do not want these centers in their neighborhoods. They worry about higher electricity bills and job losses. This issue is important for voters ahead of the upcoming elections. Fourteen states are looking at pausing new data center projects.
Hidden AI India winners add $48 billion on data-center boom
Indian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive global investments in AI infrastructure. Firms making transformers, cooling systems, and cables are seeing substantial gains. This industrial capex cycle is a major contemporary investment trend. Foreign investors are increasing their stake in these companies.
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Inside Jamnagar: How Meta and Reliance are building India’s AI infrastructure backbone
Meta and Reliance Industries are expanding their partnership beyond connectivity to build an AI-enabled data centre in Jamnagar, Gujarat, marking a major step in India’s AI infrastructure journey. The collaboration underscores India’s growing role as a global AI hub while placing sustainability and renewable energy at the centre of the next wave of digital growth.

Meta partners with Reliance to set up its first data centre in India
Meta Platforms is significantly boosting its India investments with a new 168 MW data center in Jamnagar, Gujarat, in partnership with Reliance Industries. This facility will support Meta's global AI infrastructure and is powered by renewable energy. Additionally, Meta has expanded its renewable energy collaboration with Clean Max to over 900 MW, developing new solar and wind projects across India.

Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacity
Meta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data center in Gujarat. This facility will support Meta's global AI needs. Additionally, Meta is expanding its renewable energy partnership with CleanMax. This collaboration will add over 900 MW of solar and wind power capacity.

Zoho unveils India-designed server as AI boom pushes up infra costs
Zoho has launched Nathu La, an indigenously designed server platform. This move aims to reduce infrastructure costs and improve energy efficiency. The AI boom is driving up demand for compute resources. Zoho's server offers lower power consumption and total cost of ownership. This development strengthens India's technological self-reliance.

Meta partners with Reliance to lease 168 MW AI data centre in Jamnagar
Meta has deepened its India bet by partnering with Reliance Industries to build its first AI-ready data centre in the country, leasing 168 MW of capacity at Reliance's upcoming hyperscale campus in Jamnagar, Gujarat. The deal marks a significant milestone in the long-standing Meta-Reliance relationship and highlights India's emergence as a major hub for AI data centres. Roughly $270 billion cumulative investment has been committed by global hyperscalers and Indian conglomerates in data centres.

OpenAI weighs leasing Ohio data center with Nvidia backing: Report
OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in Ohio, in a deal that could include financial backing from Nvidia, The Information reported on Tuesday, citing two people with direct knowledge of the discussions.

Will India's AI multibaggers face a reality check as global bubble fears test valuations?
India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance computing have seen major gains. Experts question if earnings can justify current valuations. Investors are now focusing on the sustainability of these high stock prices. The AI opportunity remains strong, but careful stock selection and valuation discipline are crucial.

As Cos fast-track AI adoption, data & infra readiness come under spotlight
Priorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.

As India Inc’s AI adoption accelerates, data and infrastructure readiness come under spotlight
Priorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.

Sterlite Tech shares slide 5% after rallying 56% in one month. Here's why
Sterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentiment. The decline comes after the stock's stellar 474% rally in 2026 and a 56% gain over the past month, with shares locked at Rs 588.30 on the NSE amid profit-booking and weakening AI optimism.

AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies
Global demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to persist for years as artificial intelligence (AI) adoption accelerates, according to a report by Jefferies.

As cos fast-track AI adoption, data & infra readiness come under spotlight
Indian companies are rapidly adopting artificial intelligence. While some have fully integrated AI, many are still in pilot phases. Challenges like data management and infrastructure modernization hinder widespread adoption. Organizations are prioritising data quality and governance for successful AI deployment. Scaling AI reliably remains a key focus for businesses.

SpaceX IPO: Elon Musk's AI ambitions fueling space data centers & trillionaire dreams
SpaceX's upcoming IPO, fueled by immense investor demand, could propel Elon Musk to trillionaire status. Beyond its space ambitions, the company's prospectus reveals plans for space-based data centers, hinting at Musk's strategy to fund his AI endeavors. This move addresses the escalating costs and logistical challenges of terrestrial AI infrastructure.

France's data centre ambitions bump up against rural fears
A huge AI data centre is planned for Fouju, France. This project brings hope for jobs and money to the small village. However, residents worry about environmental damage and disruption. The facility will consume vast amounts of power. Local groups question its economic value against the significant impact. The debate highlights the growing tension between digital advancement and community well-being.

France's data centre ambitions bump up against rural fears
A massive AI data centre planned for the small French village of Fouju is creating a divide. While proponents see economic benefits and job creation, residents fear environmental disruption, pollution from backup generators, and significant power consumption. The project, funded by international investors, promises millions in tax revenue but raises concerns about its "extraordinary" scale.

Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030
AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infrastructure capacity. The investment, backed by Blackstone and CPPIB, aims to support India's growing cloud and artificial intelligence needs. This significant development is expected to create thousands of jobs and boost India's global standing in technology.

Intel CEO unveils AI innovations and partnerships at mega tech event in Taiwan
Intel unveiled new AI-focused technologies, strategic collaborations, and next-generation processors at Computex 2026. The company announced a Rack Scale AI infrastructure platform combining Xeon processors with SambaNova's units, alongside partnerships for industry-specific AI solutions and the launch of its Xeon 6+ processors. These advancements aim to strengthen Intel's AI presence across various sectors.

India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says Bernstein
India’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to Bernstein. The brokerage sees Adani Group and Reliance Industries as best positioned to benefit, citing their access to land, power infrastructure and transmission networks.

Nvidia and Marvell CEOs highlight role of connectivity in powering next-generation AI infra
Marvell stocks soared over 30% after the Nvidia chief's announcement, according to various media reports. Earlier this year, Nvidia announced $2 billion investment in Marvell Technology to deepen their strategic partnership.

Digital infrastructure demand drives new wave of strategic land buying
India's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Major investments are creating new infrastructure corridors. Hyperscale cloud operators and AI providers are driving this demand. This development is transforming India's digital economy and real estate landscape.

AI paints a pretty infra picture
The global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key competitive advantage. Enterprises are prioritising robust infrastructure, security, and talent to support AI adoption, which is still in its early stages but poised for significant growth.

Intel bets big on AI infrastructure with new Xeon chips
Intel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innovations are designed to support the rapidly expanding needs of artificial intelligence infrastructure. The company is betting on increased demand for these powerful computing solutions.
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