#ai-boom
India emerges as Asia - Pacific least constrained data centre market amid AI boom
Carson Block Is Rethinking Indian Fund Plan With Focus on AI
The rethink shows how the AI boom is reshaping global investments, putting India at risk as investors prefer markets linked to AI infrastructure and semiconductor manufacturing
HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?
Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data centre infrastructure. India's growing data centre market and global hyperscaler investments are fueling this growth, mak…
'India more diversified:' Sebi chief Tuhin Kanta Pandey comments on Taiwan's market ascent
SEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and the AI boom, Taiwan's market is concentrated, while India's capital spans broad economic sectors.
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market
A global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas investors pulling nearly $24 billion from Indian equities this year. Fueled by the AI boom and a sharp rally in Taiwan Semico…
Schneider Electric sees India data center business outpacing core growth on AI boom
May 25 : Schneider Electric expects its India data center business to outpace broader operations in the country over the next four to five years, driven by surging demand for AI-ready infrastructure, according to a senior executive.Data centers currently acco…
Smartphone volumes may dip 5-7% in FY27; industry value to grow 8-10% amid higher device costs: ICEA
Pankaj Mohindroo, Chairman of the India Cellular & Electronics Association (ICEA), attributed rising smartphone prices to increased memory chip costs and global supply-chain disruptions from the AI boom
Smartphone volumes may dip 5-7% in FY27; industry value to grow 8-10% amid higher device costs: ICEA
India's smartphone market faces a volume drop of 5-7 percent this financial year. However, value is expected to rise 8-10 percent due to increased product prices. Higher memory chip costs and the AI boom are key factors. Financing becomes crucial for new sma…
AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giants
Asian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now outperforming many Western exchanges. Investors are watching closely as capital shifts towards these AI-focused economies. …
AI boom reshuffles global stock market pecking order as South Korea and Taiwan surge
A global reshuffling in stock-market hierarchy is underway. AI is propelling Taiwan and South Korea past a couple long-established Western countries.
AI boom keeping markets elevated despite geopolitical noise: Mark Matthews
Financial markets are increasingly prioritizing artificial intelligence-driven growth and corporate earnings over geopolitical tensions, according to Mark Matthews. He highlights extraordinary earnings, particularly in tech, fueling market highs despite Middl…