AI infrastructure – SRK Analytics

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NetApp Guidance Increase and Ciena Revenue Growth Highlight AI Infrastructure Success

Discover how NetApp raised guidance and Ciena posted a 37% revenue jump, signaling that artificial intelligence investments are converting to earnings.

Prasenjit Bhowmik October 14, 2026

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Business Insights

Nvidia Equity Investments Reach $99 Billion as Tech Giant Powers AI Sector

Nvidia reports $99 billion in equity holdings, establishing itself as a dominant strategic backer for artificial intelligence labs and infrastructure.

Prasenjit Bhowmik September 30, 2026

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Emerging Market

Sterlite Technologies Hits Upper Circuit Following Ambitious FY29 Growth Strategy

Sterlite Technologies shares hit the 5 percent upper circuit after setting a goal for Rs 20,000 crore in revenue by fiscal 2029 driven by artificial intelligence.

Prasenjit Bhowmik September 27, 2026