Last mentioned: 34m ago
DGX Cloud Expansion
Expected deployment of major DGX Cloud clusters at the Greater Noida campus.
Yotta GPU Commitment
Yotta announces $2B investment for 20,000 Nvidia Blackwell Ultra GPUs.
L&T Infrastructure Deal
Larsen & Toubro partners with Nvidia for gigawatt-scale AI factories in Chennai and Mumbai.
IndiaAI Mission Launch
Indian government announces $1B+ commitment to domestic AI compute and research.
Nvidia’s upcoming quarterly report serves as a critical litmus test for the AI-driven bull market as investors weigh massive infrastructure spending against growing disruption fears in the software sector. The report arrives during a period of heightened macro volatility following a landmark Supreme Court ruling on trade tariffs.
Nvidia is aggressively expanding its footprint in India, moving beyond US hyperscalers to support the country's $1 billion 'IndiaAI Mission.' Through multi-billion dollar partnerships with local firms like Yotta and L&T, the chipmaker is positioning itself at the center of a national drive for sovereign AI infrastructure and domestic data control.
Wall Street is bracing for a high-stakes week as Nvidia and major software players like Salesforce and Intuit report quarterly results. These earnings will serve as a critical test for the AI-driven bull market, which has recently shown signs of fatigue amid concerns over disruption and valuation.
Despite a 24% surge in AWS revenue and a strong Q4 beat, Amazon shares have retreated 13% in early 2026 as investors react to a massive $200 billion capital expenditure plan. The company is doubling down on AI infrastructure, betting that long-term returns from proprietary chips and cloud dominance will outweigh short-term margin concerns.
Adani Group has committed $100 billion to develop renewable-powered AI data centers in India by 2035. This massive investment aims to catalyze a $250 billion AI ecosystem, positioning the region as a primary hub for high-performance computing alongside global hyperscalers.