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Data centres

Topic tag · tracked since 24 Sept · also data centre, data center, data centers, datacentre

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Today12 stories · 20 articles44 stories since 24 Sept

Net tone▲ +15% today+21% over the week

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Developing6 storylinesBiggest: Oracle’s New Mexico data centre delays · 5 updates

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AI40 Power sector11 AI chips8 Infrastructure7 New Mexico4 Oracle4 Power demand4 IT demand3 Microsoft3 Renewables3

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44 in all · newest first

Funding and debt● mixedAI hyperscalers are transforming debtAI hyperscalers’ capital needs are prompting companies and countries to rethink borrowingAI Credit growth Startup funding1 source
2h

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 storageNvidia SpaceX AI chips4 sources
2h

● mixedAI adoption set to accelerate, but data centres may not deliver comparable job gains: WEFAI IT hiring Jobs and layoffs1 source
3h

Expansion▲ bullishIndia's AI enablers surge as data centre buildout gathers paceIndia’s AI-linked infrastructure stocks surged despite a weak equity marketPower sector AI Infrastructure1 source
6h

Expansion● mixedTakeMe2Space space data centre is heading to orbitAI2 sources
3h

● mixedData centres need a green growth planData centres face public pushback over power and water useAI Power demand Power sector1 source
14h

● mixedRussia hits Ukraine's largest mobile provider, strikes data centresUkraine Russia Russia–Ukraine war1 source
16h

IPO● mixedData centre IPO hopefuls brave tougher market as investor scrutiny growsA Singapore-based data-centre operator plans to file for a US listingAI Listing rules1 source
16h

Policy● mixedIndia's golden data centre opportunity: Policymakers can make the most of it by ensuring regulatory certaintyAI1 source
20h

● mixedRussian strikes kill civilians and hit data centres and logistics targets in UkraineReports put the death toll at four and six, respectivelyRussia–Ukraine war Russia Ukraine2 sources
5h

● mixedCould Europe’s data centre boom trigger a nuclear power revival?Nuclear power AI Power demand1 source
20h

Data▲ bullishHyperscaler cloud revenues may exceed $1 trillion annually by 2030Cloud revenues could top $1 trillion annually by 2030AI IT demand2 sources
18h

● mixedAI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surgeAI Power demand Power sector1 source
1d

● 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 centresAI Jobs and layoffs1 source
2d

Policy▲ bullishNext large investment should be in AI infrastructure, says SitharamanSitharaman called for more investment in AI infrastructure and trainingNirmala Sitharaman AI Infrastructure1 source
2d

● 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 remainChina AI US–China1 source
2d

● mixedBroken promises, confiscated land: the hyperscale AI datacentre being built in a tiny Indian villageAI1 source
2d

● mixedGold’s hidden role in AI: From chips and connectors to data centres powering the AI boomGold Semiconductors AI1 source
2d

Policy● mixedUS lawmakers aim to keep China's datacenter tech out of sensitive government systemsChina US–China AI1 source
2d

Policy● mixedRegulation and cost deter AI's N-power growth depite $4.6 billion pushPower sector AI Input costs1 source
2d

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 Group AI1 source
3d

IPO● mixedData-centre IPO hopefuls face tougher markets and closer investor scrutinyData-centre operator DayOne is pushing ahead with plans to go public as soon as NovemberAI Startup funding Listing rules4 sources
2d

● mixedHow Enterprises Are Building Robust Infra Backbone For AI At ScaleEnterprise India is assessing whether its infrastructure can support AI adoption at scaleInfrastructure AI Chip plants1 source
3d

Policy▲ bullishAndhra Pradesh mandates 70% renewable power for data centresAndhra Pradesh requires data centres to use 70% renewable energyRenewables Power sector AI2 sources
2d

Data● mixedAI infrastructure investment projected at $769 billion in 2026 amid safety concernsNearly $384 billion was invested in the first half of 2026AI Infrastructure AI chips2 sources
3d

Broker call● mixedBig AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantageChris Wood questions whether Meta, Alphabet, Amazon and Microsoft can sustain $990 bn capex estimatesAI Meta Google1 source
3d

Expansion● mixedWhy Chennai is losing to Hyderabad in India's data centre raceHyderabad is set to add twice Chennai’s data centre capacity by 2030Power sector AI1 source
3d

Market move▼ bearishOracle issues force majeure notice over New Mexico data-centre project; OFSS shares fallOFSS shares fell 4% in one report and over 5% in anotherOracle Financial Services Software Oracle New Mexico3 sources
3d

Broker call● mixedGoldman Sachs is underweight hyperscalers on debt supply surgeGoldman Sachs1 source
3d

Expansion▲ bullishAnant Raj plans ₹25,000 crore data centre bet without fresh fundingAnant Raj plans a ₹25,000 crore data centre investment without fresh fundingAnant Raj AI1 source
3d

Expansion● mixedIngram Micro expands India operations as AI and data-centre demand growsIngram Micro opened more than 500 positions in India this yearAI Economic growth2 sources
3d

Expansion● mixedChip startup Mythic AI enters India, eyes data centre, robotics opportunitiesSemiconductors AI chips Startups and VC1 source
3d

Policy▲ bullishCentre considers ₹15,000–20,000 crore fund for frontier AI and computeThe Centre is considering an anchor investment of ₹15,000 crore to ₹20,000 croreAI Startup funding Startups and VC2 sources
3d

Funding and debt● mixedOracle-Blue Owl data-centre delay raises concerns over AI financingOracle moved to protect itself against potential delays at a New Mexico data-centre projectOracle New Mexico AI2 sources
3d

Order win● mixedAnthropic signs seven-year cloud deal with Akamai worth $11.6 billionThe deal could expand by another $9 billion, taking the potential total to about $20 billionAnthropic AI IT demand6 sources
3d

● mixedThe new builders: Powering up the data decadePower demand AI Economic growth1 source
3d

Policy● mixedCustomised power policy likely for data centres, green hydrogen unitsGreen hydrogen Power sector AI1 source
3d

Expansion● mixedOracle invokes force majeure over power delays at New Mexico data-centre projectOracle shares fell 5% in one report and 3% in anotherAI Power sector Oracle6 sources
3d

Expansion▲ bullishSterlite Technologies launches high-capacity fibre cables for data centresNew cables carry up to 6,912 optical fibres and have factory-fitted connectors for faster installationSterlite Technologies Telecom AI1 source
4d

● mixedOracle invokes force majeure over New Mexico data-centre projectOracle sent a force majeure notice over potential cost increases on a New Mexico data-centre projectOracle New Mexico AI2 sources
4d

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