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Artificial intelligence investment is entering a more selective phase as companies and investors look beyond early excitement and focus on the data centre infrastructure required to run AI systems. Recent analysis from Goldman Sachs suggests the market is moving toward what the firm describes as a “flight to quality.” In practice, investors are paying closer […]
Goldman Sachs sees AI investment shift to data centres Read More »
At MWC 2026 in Barcelona, SK Telecom outlined how it is rebuilding itself around AI, from its network core to its customer service desks. The shift goes beyond adding new AI tools. It involves rewriting internal systems, expanding data centre capacity to the gigawatt scale, and upgrading its own large language model to more than
MWC 2026: SK Telecom lays out plan to rebuild its core around AI Read More »
India’s data centre cooling market is poised for an exponential expansion, projected to more than triple in value to $7.13 billion by 2030, according to a newly released government white paper titled “Democratising Access to High-Performance Computing.” The surge is driven by a massive increase in capacity and computational workloads that could see the sector’s
India’s Data Centre Surge to Drive 3x Growth in Cooling Market: Govt White Paper Read More »
Japan’s SoftBank Group has reached a definitive agreement to acquire DigitalBridge, a digital infrastructure investment firm, for an enterprise value of around $4 billion. This acquisition is part of the Japanese conglomerate’s strategy to capitalise on the surge in data centre infrastructure driven by AI advancements. According to the company, the acquisition will enhance SoftBank
Softbank Buys DigitalBridge for $4 Bn to tap Data Centre Infrastructure Read More »
Mangaluru has emerged as one of India’s most cost-efficient and reliable coastal locations for data centres, according to the Mangaluru Data Centre Feasibility Study 2025 released by the Karnataka Digital Economy Mission, the Silicon Beach Program (SBP), and Deloitte India. The study highlights that Mangaluru offers up to 4–5 times cheaper land costs than Mumbai,
Mangaluru’s Cost Advantages Make it an Ideal Data Centre Hub: KDEM–SBP–Deloitte Study Read More »
BNP Paribas is testing how far AI can be pushed into the day-to-day mechanics of investment banking. According to Financial News, the bank has rolled out an internal tool called IB Portal, designed to help bankers assemble client pitches more quickly and with less repetition. Pitch preparation sits at the centre of investment banking work.
BNP Paribas introduces AI tool for investment banking Read More »
