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Market move● Neutral for Indian equities
Debt-hungry AI companies face increased risk as bond yields spike
The brief
- Rising Treasury yields mean AI infrastructure financing will cost more
- India's AI enablers surge as data centre buildout gathers pace
- Steamhouse India wins Rs 311 crore EPC mandate for 300 TPH steam project in Himachal Pradesh
- Next large investment should be in AI infrastructure, says Sitharaman
- AI, chips, quantum to drive India’s infra push: FM
- AI, semiconductors, quantum to drive India's next infrastructure push: FM Sitharaman