Yazılar

Reliance and Adani Boost India AI

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India’s leading conglomerates Reliance and Adani are advancing major investments in artificial intelligence and data infrastructure, committing a combined total of around $210 billion.

Reliance plans to invest approximately $110 billion, while Adani has pledged $100 billion to expand AI-enabled data center capacity and related technologies.

The initiatives aim to strengthen India’s role in the global AI ecosystem by focusing on infrastructure development, particularly in data centers powered by renewable energy.

By aligning facilities with their own energy assets, both groups seek to reduce costs and improve operational efficiency.

India’s strategy reflects a growing emphasis on building digital capacity through large-scale infrastructure rather than semiconductor manufacturing.

The investment announcements come amid broader efforts to attract global technology partnerships and expand domestic capabilities in artificial intelligence.

AMD Supports Crusoe AI Expansion

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AMD is reportedly backing a $300 million loan for cloud computing startup Crusoe to finance the deployment of its AI chips.

The arrangement includes a guarantee mechanism allowing AMD to lease back its own hardware if Crusoe is unable to secure sufficient demand from AI developers.

The financing, led by Goldman Sachs, will be supported by the equipment being installed at a new data center project in Ohio.

Crusoe, originally launched in the cryptocurrency sector, has shifted its focus toward building cloud infrastructure for artificial intelligence applications.

The initiative reflects a growing trend among semiconductor companies to support emerging AI-focused cloud providers.

DoorDash Shares Rise on Strong Outlook

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DoorDash shares climbed after the company issued a strong forecast for first-quarter marketplace order value, signaling continued growth in delivery demand.

The company expects gross order value to reach between $31 billion and $31.8 billion for the current quarter, surpassing market expectations.

Rising demand for online grocery and retail delivery has supported expansion beyond traditional restaurant services. DoorDash reported a significant increase in total orders during the fourth quarter, reflecting sustained consumer interest in convenience-based shopping.

To support future growth, the company plans to overhaul its technology infrastructure in 2026, integrating multiple platforms under a unified system.

While these investments may impact short-term profitability, analysts suggest the strategy could strengthen long-term competitiveness in an increasingly crowded delivery market.