Rhodium says India has $300 billion in data centre pledges but its GPUs run at about 20% use
The report argues India's real AI advantage is in services rather than building compute, according to Elets CIO's summary.
- Omen AI buys Aquatic Labs for $16 million to build real-time sensors for data-centre cooling water
- Envision says its Inner Mongolia AI campus is the first to run on an 800-volt DC power architecture
- OpenAI pledges to cut power at its data-centre campuses during US grid emergencies
- NetApp completes its acquisition of PEAK:AIO to add parallel file-system storage for large AI workloads
- Samsung Electro-Mechanics says AI servers drove eight long-term supply deals worth over 5 trillion won this year
- Anthropic's amended IPO filing shows $17.0 billion of third-quarter revenue and $895.4 billion of compute commitments
- Marvell agrees to buy Lumentum in an all-stock deal valued at $115 billion to bulk up in AI data-centre optics
- SemiAnalysis launches GDPx, a 206-task expert-work benchmark where the best model scores 12%
- Oracle launches a $10 billion bond sale and files to sell $10 billion of stock to fund its AI build-out
- Anthropic files to sell up to 552.9 billion yen ($3.5 billion) of IPO shares to investors in Japan
- OpenAI unveils an everyday-tasks benchmark and says GPT-6 Astra scores 80%, up from 49.3% for GPT-5.2