AI Data Centre

Marvell agreed on November 2, 2026 to buy optical maker Lumentum (LITE) for 4.5 Marvell shares each, a deal valued at $115 billion.

Microsoft priced $25 billion of bonds on October 29, 2026, its first big US debt sale since 2017, as AI and data-centre spending climbs.

Vertiv shares jumped about 16% pre-market on October 28, 2026 after Q3 sales rose 61% to $4.31 billion and organic orders more than doubled.

Corning's Q3 2026 core sales rose 19% to $5.08 billion, with optical communications up 44% on AI data centre fibre demand, the company said on 27 October 2026.

Tata Communications said on October 26, 2026 it will invest $400-450 million over three to five years in a 10,000-km fibre network linking India's AI data centres.

STL's Q2 FY27 revenue rose about 145% to Rs 2,529 crore and profit hit Rs 517 crore, with a record Rs 35,274 crore order book from hyperscaler deals.

Supermicro said on October 20, 2026 it expects fiscal Q1 2027 revenue of $18.5-19.5 billion, about $4 billion above guidance, on AI server demand.

CapitaLand unveiled its Rs 1,940 crore, 53 MW Chennai data centre in Ambattur on October 15, 2026; completion is targeted for the end of 2026.

CoreWeave shares fell about 15% to $65.78 on October 14, 2026 as its bond yields neared 15% and it announced new share and note sales.

Adani Enterprises and US firm Jabil signed a non-binding MoU on 13 October 2026 for a 50:50 venture to build AI racks, servers and cooling gear in India.

Dell's 2026 readiness study finds 26% of Indian organisations run mature AI in production, up from 20%, while 67% say data centres aren't AI-ready.