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Forget about AI GPU scarcity: data center operators may have to wait a whopping three years to get key component โ€” and this may be killing off competition by driving smaller operators out

TechradarTechradar ยท 1y ago
Forget about AI GPU scarcity: data center operators may have to wait a whopping three years to get key component โ€” and this may be killing off competition by driving smaller operators out
Medial

The scarcity of GenAI GPUs has led to increased demand, higher costs, and reduced availability. However, data centers are now facing another challenge of limited space and power. Small companies offering HPC colocation services are struggling to find available data center capacity. A report from JLL predicts that data generation will double in the next five years, requiring more data centers and energy-efficient designs. Power grids are reaching capacity, and new data center construction may take up to 3.5 years, posing a challenge for smaller operators. The competition for resources might drive them out of the market.

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Data centres are wary of sustainability push in govtโ€™s AI mission GPU tender

Economic TimesEconomic Times ยท 11m ago
Data centres are wary of sustainability push in govtโ€™s AI mission GPU tender
Medial

- The government's IndiaAI Mission requires bidders of the GPU tender to have a power usage effectiveness (PUE) less than 1.35. - Achieving the required PUE could lead to increased capital expenditure for data centers, which may result in higher costs for customers. - PUE measures the energy efficiency of a data center, with lower ratios indicating better efficiency. - Some industry executives argue that the PUE criterion is difficult to achieve and should be removed to allow for the use of different technologies. - Water-based cooling solutions and dry coolers, which consume more electricity, are not sustainable in a water-scarce country like India. - Upgrading traditional data centers to technologies like direct-to-chip liquid cooling can help achieve better PUE.

Global interest for M&A in Indian telecoms muted: Rothschild

LivemintLivemint ยท 11m ago
Global interest for M&A in Indian telecoms muted: Rothschild
Medial

India's telecom market is unlikely to attract new global players due to stretched balance sheets of Western companies and tough competition posed by deep-pocketed domestic firms. The experience of past global operators that shut down their operations in India within a decade is also a deterrent. Most global players have already made significant investments in 5G services and increasing network capacities in their own home markets. The dominant players in the Indian telecom market are Reliance Jio, Bharti Airtel, Vodafone Idea, and Bharat Sanchar Nigam Ltd. Government shareholding and high liabilities of Vodafone Idea make an acquisition by a global telco less attractive. However, there may be opportunities for western telcos and consolidation in the data center industry.

Amazon Pay India bats for fair MDR on UPI payments to small merchants

Economic TimesEconomic Times ยท 1y ago
Amazon Pay India bats for fair MDR on UPI payments to small merchants
Medial

The CEO of Amazon Pay India, Vikas Bansal, has advocated for the implementation of a fair merchant discount rate (MDR) for Unified Payments Interface (UPI) transactions. Bansal believes that smaller players should receive a fair share for the value they contribute to the payment ecosystem. The fintech industry has long been demanding MDR for UPI transactions to ensure their long-term sustainability. The introduction of MDR fees may encourage other fintech firms to compete with dominant players like Google Pay and PhonePe in the UPI payments market. A recent report by Amazon Pay and Kearney revealed that digital transactions are increasingly prevalent in smaller towns in India, with convenience, speed, and rewards driving the growth of digital payments. However, concerns such as fraud and internet connectivity issues could impact the adoption of digital payments in the country.

Trends Shaping Indiaโ€™s Healthcare Startup Landscape

Inc42Inc42 ยท 1y ago
Trends Shaping Indiaโ€™s Healthcare Startup Landscape
Medial

The paragraph discusses trends that will shape India's healthcare startup landscape in 2024. It mentions that investments in healthcare startups will likely remain stagnant due to a smaller pool of startups and limited scaled startup assets. GLP1 weight loss drugs are expected to become more common in India, driving market growth. B2B startups selling to hospitals will see increased adoption as private equity investments in hospitals seek to improve bottom lines through technology. Successful direct-to-consumer (D2C) brands from 2024 will set a playbook for others to follow. There will be more investor diligence within healthcare AI, with a focus on global healthcare-specific models and vernacular language models. The hospital industry will experience consolidation, M&A, and IPOs. Soft nudges in policy are expected to promote the adoption of Aadhaar-based Digital Medicine (ABDM) IDs. The VC industry will see consolidation, with a focus on differentiated, alpha-driven investors. Guidelines may be introduced for angel networks and syndicate platforms.

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