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Broker call● Neutral for Indian equities
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy players
The brief
- DBS favours AI adopters converting adoption into productivity and stronger margins
- Equity capital inflow in real estate, data centre, hotel assets doubles to USD 9.5 bn in Jul-Sep: CBRE
- Real estate capital inflows hit record $9.5 bn in Q3 on data centre demand
- Nvidia launches software to contain rogue AI agents
- TakeMe2Space plans orbital computing launch on SpaceX rocket, with reports differing on timing
- India's AI enablers surge as data centre buildout gathers pace