hyperscalers
TCS and TPG Partner to Invest Rs 18,000 Crore in AI Data Centre Business 'Hypervault' in India
Nov 20, 2025 11:35 pm CST
TCS has partnered with private equity firm TPG to invest Rs 18,000 crore in a new AI data centre business called 'Hypervault'. TPG will invest $1 billion for a 27.5-49% stake, while TCS plans to create over 1GW capacity. This strategic move addresses India's growing AI infrastructure needs, with the country's data centre capacity expected to grow from 1.5GW to 10GW by 2030.
AI: The "Bigger Force Than Trump" Reshaping the Global Economy, Says Ruchir Sharma
Nov 08, 2025 01:15 am CST
Ruchir Sharma explains how artificial intelligence has become the dominant force in the US economy, overshadowing even Trump's significant tariff policies. Despite tariff rates increasing from 2.5% to around 15%, the massive $500 billion investment in AI infrastructure by American tech giants is transforming economic outcomes and preventing an expected recession, though Sharma warns about potential overinvestment following the pattern of previous technological revolutions.
AI Investment Risks: What Could Derail The Technology Bull Market On Wall Street
Oct 16, 2025 12:44 am CST
Investors are monitoring potential vulnerabilities in AI investments despite record market highs. With approximately 50% of the S&P 500's $57 trillion market cap exposed to artificial intelligence, concerns about massive capital expenditures, return on investments, energy infrastructure limitations, and circular investment relationships between tech giants could signal trouble for the technology-driven bull market.