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Data centres
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Expansion● mixedTakeMe2Space plans orbital data centre launch on Falcon 9 in 2028The Hyderabad-based company plans two 100-kg satellites with Nvidia Thor GPUs and 100 TB storageNvidiaSpaceXAI chips
● mixedAI adoption set to accelerate, but data centres may not deliver comparable job gains: WEFAIIT hiringJobs and layoffs
Expansion▲ bullishIndia's AI enablers surge as data centre buildout gathers paceIndia’s AI-linked infrastructure stocks surged despite a weak equity marketPower sectorAIInfrastructure
● mixedData centres need a green growth planData centres face public pushback over power and water useAIPower demandPower sector
● mixedRussia hits Ukraine's largest mobile provider, strikes data centresUkraineRussiaRussia–Ukraine war
IPO● mixedData centre IPO hopefuls brave tougher market as investor scrutiny growsA Singapore-based data-centre operator plans to file for a US listingAIListing rules
Policy● mixedIndia's golden data centre opportunity: Policymakers can make the most of it by ensuring regulatory certaintyAI
● mixedRussian strikes kill civilians and hit data centres and logistics targets in UkraineReports put the death toll at four and six, respectivelyRussia–Ukraine warRussiaUkraine
Data▲ bullishHyperscaler cloud revenues may exceed $1 trillion annually by 2030Cloud revenues could top $1 trillion annually by 2030AIIT demand
● mixedAI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surgeAIPower demandPower sector
● mixedThe blue-collar AI job market is booming. Will data center backlash make it go bust?HVAC, plumbing, welding and electrical workers are seeing a jobs boom from AI data centresAIJobs and layoffs
Policy▲ bullishNext large investment should be in AI infrastructure, says SitharamanSitharaman called for more investment in AI infrastructure and trainingNirmala SitharamanAIInfrastructure
● mixedChina wants in on U.S. AI data center boom. Here's whyChinese data centre manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remainChinaAIUS–China
● mixedBroken promises, confiscated land: the hyperscale AI datacentre being built in a tiny Indian villageAI
● mixedGold’s hidden role in AI: From chips and connectors to data centres powering the AI boomGoldSemiconductorsAI
Policy● mixedUS lawmakers aim to keep China's datacenter tech out of sensitive government systemsChinaUS–ChinaAI
Policy● mixedRegulation and cost deter AI's N-power growth depite $4.6 billion pushPower sectorAIInput costs
Expansion▲ bullishAdani firm gets approval for ₹1.04 trillion Odisha data centre parkAdani subsidiary received approval for a ₹1.04 trillion Odisha data-centre parkAdani GroupAI