Lenovo India expects rising data centre investments and AI infrastructure demand to double or triple the country's enterprise server market over the next few years
AI-led data centre investments are creating a long-term growth opportunity for real estate developers, though earnings gains are likely to materialise gradually.
Thus far in the calendar year 2026, ABB India has outperformed the market by surging 53 per cent, as compared to 9 per cent decline in the BSE Sensex.
New York will block the construction of any new large data centres for up to a year so the state can create rules to protect the environment and energy grid from the power-hungry facilities that fuel artificial intelligence technology. Gov. Kathy Hochul is set to sign an executive order on Tuesday morning imposing the country's first statewide moratorium on hyperscale data centres, which house thousands of computer servers and require massive amounts of energy and a steady supply of water to keep cool. "As data centre development threatens to hike up utility bills, deplete our natural resources, and create uncertainty for New Yorkers, it's my responsibility to take action and lead," Hochul, a Democrat, said in a statement. The order will pause state permitting for new large data centres and direct state regulators to create standards that address environmental impacts, energy demand, water usage and other factors, the governor's office said. Tech companies and other backers have ..
Uttar Pradesh has unveiled enhanced startup and data centre incentives for Purvanchal and Bundelkhand to attract investment and support its $1 trillion economy goal
After investing over Rs 3.3 lakh crore in building digital infrastructure in the past decade, Bharti Airtel is betting big on financial services, data centres, and cloud for the next phase of growth, Chairman Sunil Bharti Mittal said in the company's annual report. Bharti Airtel has announced Rs 20,000-crore investment in non-banking financial company Airtel Money while its data centre Nxtra recently raised USD 1 billion (about Rs 9,500 crore) as part of its plan to build 1 gigawatt capacity. "Over the last few years, we took a calibrated approach to build new growth engines for Airtel. These bold bets yielded strong outcomes and have grown our conviction in three adjacencies where we believe Airtel has a clear right to win -- financial services, data centres and Airtel Cloud," Mittal said in the report released late night on Saturday. He said Airtel Money was granted the approval from the Reserve Bank of India to operate as a non-deposit taking Non-Banking Financial Company ...
Domestic telecom gear maker HFCL has bagged an export order worth Rs 495.8 crore from an international data centre company for supplying optical fibre cable , a regulatory filing said on Friday. The order has to be executed by December 2026, HFCL said in the filing. "The company has secured export order worth around USD 51.98 million (equivalent to around Rs 495.80 crore), for the supply of optical fiber cable based data centre connectivity solutions, through an overseas wholly owned material subsidiary, from a renowned international customer," the filing said. The order follows the recent launch of data centre solution portfolio, OptiQ AI, by HFCL. HFCL has announced expansion of fibre optic cable capacity to 45 million fibre route kilometres from 39 rkm per year. It is also increasing optical fibre capacity to 40 million fibre-route kilometres (rkm) from 30 million rkm per year. The company's Optical Fibre Cable (OFC) business also recorded the highest-ever order book of Rs 13
Bhubaneswar is set to add two new data centres worth over ₹1,000 crore as Odisha strengthens its digital infrastructure and data governance ecosystem
As AI pushes power grids and land requirements to their limits, companies are exploring orbital data centres. Here's why space is becoming part of the AI infrastructure conversation
The BIS warns that the AI boom is becoming a macrofinancial risk, with concentrated investment and rising debt posing potential threats to global financial stability
Industry experts say the next stage of AI development in India will depend on investments in compute infrastructure, data centres, energy, and connectivity
The challenge is that many of the states attracting these investments are already grappling with water stress and rising electricity demand
The Tata data centre fire has shifted the focus from building capacity to ensuring resilience as India's digital infrastructure scales up
AI-driven data centres are making electricity demand harder to predict, with utilities turning to AI to optimise grids and manage rising power needs
Looking ahead, L&T's management expects sustained demand across infrastructure, hydrocarbon, renewables, power T&D, power capabilities and water treatment in both domestic and international.
Sterlite Technologies plans to raise up to ₹1,500 crore through the QIP route. Recently, Bandhan Mutual Fund sold 1.82 million equity shares of STL in open market trade.
A fire at a Delhi data centre disrupted Google Cloud services and raised fears of major data loss for enterprise customers across India
A revitalised Kolkata can once again become both the heart of the state and the growth engine of eastern India
Fair trade regulator CCI on Tuesday approved US-based Alpha Wave Global's proposed stake purchase in Nxtra Data, the data centre and cloud services arm of Bharti Airtel. Alpha Wave Global is acquiring a stake through Alpha Wave Ventures II, LP, a private equity fund co-managed by the alternative asset manager. The Competition Commission of India (CCI) said it has cleared the proposed deal. "CCI approves acquisition of certain shareholding in Nxtra Data Limited by Alpha Wave Ventures II, LP," the competition watchdog said in a post on X. In March this year, Bharti Airtel announced that its subsidiary Nxtra Data has secured USD 1 billion investment led by Alpha Wave Global, Carlyle and Anchorage Capital. Bharti Airtel, which will also participate in the investment round, will continue to retain a controlling stake in Nxtra. As part of the acquisition deal, Alpha Wave Global will invest USD 435 million, with the rest to be infused by Carlyle, Anchorage Capital and Airtel. After the
KOEL's push into high-horsepower engines, data centres and exports could support growth and help narrow its valuation discount to market leader Cummins India