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Data● Neutral for Indian equities
AI infrastructure investment projected at $769 billion in 2026 amid safety concerns
The brief
- Nearly $384 billion was invested in the first half of 2026
- The $769 billion estimate assumes investment continues at the current pace
- TakeMe2Space plans orbital data centre launch on Falcon 9 in 2028
- China weighs allowing ByteDance and Alibaba to buy Nvidia chips
- AI stocks whipsaw as $3 trillion rebound follows AI disruption fears
- AI boom, supply chain shifts create big opportunity for India's chip sector: BCG
- Trump rejects closer US-China AI integration