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Airtel plans 56 edge data centres in two years urging India tariff overhaul for fairer pricing

Airtel plans 56 edge data centres in two years urging India tariff overhaul for fairer pricing

Bharti Airtel plans to build 56 edge data centres in the next 18 to 24 months, with executive vice chairman Gopal Vittal calling for major infrastructure investment to differentiate over the next 2 to 3 decades. He also said India’s tariff architecture is “broken,” where higher-income users pay too little and lower-income users pay too much. Airtel’s strategy is backed by rising capex, fibre expansion, and scaling its non-banking financial services, including a planned Rs 20,000 crore investment.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Carmakers commit Rs 40000 crore capex as Maruti Hyundai bet on SUV and capacity surge

Carmakers commit Rs 40000 crore capex as Maruti Hyundai bet on SUV and capacity surge

Carmakers are swinging for growth with a combined Rs 40,000-crore capex push. Maruti Suzuki plans a record Rs 14,000 crore investment in FY27 to add annual capacity for 500,000 cars, while Hyundai Motor India has earmarked Rs 7,500 crore for two new SUVs and higher output from its Talegaon plant. The bets signal confidence in demand and product expansion.

Summarised by Beize from a story on The Economic Times on 13 May 2026

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Tata Motors stays steady on capex despite West Asia war shocks and cautious growth outlook

Tata Motors stays steady on capex despite West Asia war shocks and cautious growth outlook

Tata Motors is tightening its outlook on spending as the West Asia crisis throws up fresh challenges for the company. Even with these headwinds, it plans to keep capital expenditure around Rs 3,000 crore for FY27. The domestic commercial vehicle market is also expected to grow at only single digits next year, reinforcing a cautious stance.

Summarised by Beize from a story on The Economic Times on 13 May 2026
TSMC greenlights 31 billion expansion to fuel AI chip demand and higher dividends

TSMC greenlights 31 billion expansion to fuel AI chip demand and higher dividends

TSMC has approved a capital budget of over $31 billion to expand chip production, aiming to meet accelerating demand tied to AI and high-performance computing. The plan also includes major investment in its US operations. In a bid to capitalize on the tech boom, the company says shareholders will benefit through a higher dividend payout.

Summarised by Beize from a story on The Economic Times on 12 May 2026
Adani Ports to spend Rs 13000 crore by FY31 to expand Europe subsea operations fast

Adani Ports to spend Rs 13000 crore by FY31 to expand Europe subsea operations fast

Adani Ports is pushing into Europe’s subsea and offshore services through its platform Astro Offshore. The company has partnered with Oceaneering International to target specialized marine engineering work. Adani Ports plans heavy capital spending to build a large global marine fleet, aiming to turn the expansion into a major integrated marine services platform by FY31.

Summarised by Beize from a story on The Economic Times on 12 May 2026
Indian Railways hits 98 percent FY26 capex target as new corridors threaten flight dominance

Indian Railways hits 98 percent FY26 capex target as new corridors threaten flight dominance

Indian Railways says it has utilized 98 percent of its FY26 capex budget by February-end. With electrification and new high-speed corridors expanding, the government expects major travel-time cuts that could shift passengers away from flights. Announced timelines include Mumbai to Pune in about 28 minutes and Delhi to Varanasi in roughly 3 hours 50 minutes.

Summarised by Beize from a story on The Economic Times on 11 May 2026

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India private capex surges 67 percent to Rs 7.7 lakh crore as CII pushes new action plan

India private capex surges 67 percent to Rs 7.7 lakh crore as CII pushes new action plan

India’s private capital expenditure jumped 67% to Rs 7.7 lakh crore in September 2025, signaling a revived investment cycle. Manufacturing led the increase, while services also contributed meaningfully. The Confederation of Indian Industry (CII) unveiled a five-point action plan to sustain growth, including proposals on fuel excise, energy conservation, and improving payment flows for MSMEs.

Summarised by Beize from a story on The Economic Times on 10 May 2026
Hyundai to invest Rs 7500 crore by FY27 to chase back India No 2 spot

Hyundai to invest Rs 7500 crore by FY27 to chase back India No 2 spot

Hyundai Motor India is planning Rs 7,500 crore in capex by FY27, targeting a comeback to reclaim the No 2 spot in India’s passenger vehicle market. The company expects 8-10% growth in domestic sales and exports and will launch two new models this year, including a mass-segment electric SUV aimed at boosting scale and competitiveness.

Summarised by Beize from a story on The Economic Times on 8 May 2026
CPSE capex jumps 63% in April setting up FY27 with infrastructure punch

CPSE capex jumps 63% in April setting up FY27 with infrastructure punch

Public sector companies and key government bodies ramped up capital expenditure in April, with a 63% surge that signals a strong start to the fiscal year FY27. The higher outlay points to renewed momentum in infrastructure priorities, which analysts say can support economic stability despite global uncertainties and an already higher base than last year.

Summarised by Beize from a story on The Economic Times on 7 May 2026
SRF Q4 profit jumps 11% to 582 crore while Odisha plant needs 2300 crore

SRF Q4 profit jumps 11% to 582 crore while Odisha plant needs 2300 crore

SRF Ltd reported an 11% rise in consolidated net profit to Rs 582.02 crore for the quarter ended March. Alongside the results, the company said it will invest Rs 2,300 crore to set up a new plant in Odisha, signaling a major expansion plan even as it delivers stronger earnings for the quarter.

Summarised by Beize from a story on The Economic Times on 5 May 2026

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Adani Cement slows pace eyes measured growth and hints targets may slip to FY30

Adani Cement slows pace eyes measured growth and hints targets may slip to FY30

Adani Cement is choosing a more cautious growth path by pushing higher utilization of its current facilities rather than racing toward ambitious FY28 targets. Management said it may recalibrate capital expenditure plans as it optimizes existing capacities, aiming to better leverage its 109 million tonnes production base. The CEO also hinted that target timelines could shift to FY30.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Big Tech pours billions into AI as thousands lose jobs in March quarter scramble

Big Tech pours billions into AI as thousands lose jobs in March quarter scramble

Big Tech’s March quarter 2026 earnings show revenue rising across the board, driven by an AI-led shift in spending. Companies are forecasting record AI infrastructure capex of over $674 billion for 2026, while also rolling out widespread job cuts. The plan: redirect savings into data centers and AI buildouts at a pace that’s reshaping workforce strategy.

Summarised by Beize from a story on The Economic Times on 3 May 2026
CEA Nageswaran urges capex surge as EV momentum stalls private investment in India

CEA Nageswaran urges capex surge as EV momentum stalls private investment in India

Chief Economic Adviser V Anantha Nageswaran says India’s biggest companies boosted profits after Covid, yet investment spending lagged. He warns firms kept cash rather than putting it into real assets, leaving the public sector to carry growth. With EV momentum rising, he calls for faster private capex to expand domestic opportunities and help narrow trade deficits.

Summarised by Beize from a story on The Economic Times on 3 May 2026
Govt vows to stick to Rs 12.22 lakh crore capex despite fiscal stress from global shocks

Govt vows to stick to Rs 12.22 lakh crore capex despite fiscal stress from global shocks

India’s government says it will keep planned capital expenditure at Rs 12.22 lakh crore this fiscal year, even as fiscal strain rises amid the West Asia crisis. Officials indicate highways, railways, and urban development will remain priority areas, arguing that steady fiscal discipline helps the economy stay resilient through uncertain global conditions.

Summarised by Beize from a story on The Economic Times on 1 May 2026

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West Asia conflict could drive India capex surge of 800 billion while oil and fertiliser fears grow

West Asia conflict could drive India capex surge of 800 billion while oil and fertiliser fears grow

Morgan Stanley says India may benefit from the West Asia conflict with a potential $800 billion capex boost across energy, defence, fertilisers and data infrastructure. But the brokerage warns the upside comes with real headwinds: India’s heavy dependence on oil and fertiliser imports could keep costs and risks elevated even if investment momentum rises.

Summarised by Beize from a story on The Economic Times on 1 May 2026
Meta raises 25 billion via bonds as it ramps AI spend and trims metaverse

Meta raises 25 billion via bonds as it ramps AI spend and trims metaverse

Meta has raised $25 billion through bond sales to fund artificial intelligence infrastructure, following a prior $30 billion bond sale last year. The company is also lifting its 2026 capital expenditure outlook. Meanwhile, Meta is scaling back its metaverse business and preparing workforce reductions as it reshapes spending priorities toward AI.

Summarised by Beize from a story on The Economic Times on 1 May 2026
India to attract 800 billion capex in five years as geopolitics reshapes priorities

India to attract 800 billion capex in five years as geopolitics reshapes priorities

India is poised for a $800 billion surge in capital expenditure over the next five years, driven by shifting geopolitics. As conflict risks reshape global supply chains, India plans to deepen manufacturing in key areas including defense, data centres, and renewable energy—turning uncertainty abroad into expansion at home.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026
Microsoft plans record capex for AI cloud as revenue surges to $54.5 billion and run rate tops $37 billion

Microsoft plans record capex for AI cloud as revenue surges to $54.5 billion and run rate tops $37 billion

Microsoft’s latest quarter delivered 29% cloud growth, with Microsoft Cloud revenue hitting $54.5 billion. Total revenue rose 18% to $82.9 billion and net profit climbed 23% to $31.8 billion. The company’s AI annual revenue run rate now exceeds $37 billion, but management warns it’s supply constrained through 2026 while capex ramps to an estimated $190 billion for 2026.

Summarised by Beize from a story on YourStory on 30 Apr 2026

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Meta posts blockbuster profits and doubles down on AI capex despite Reality Labs losses

Meta posts blockbuster profits and doubles down on AI capex despite Reality Labs losses

Meta called its Q1 a “milestone” as revenue rose 33% to $56.3 billion and net profit climbed 61% to $26.8 billion, though boosted by a one-time tax benefit. Still, the real story is the AI push: Meta raised 2026 capex guidance to $125–$145 billion to secure massive computing capacity, tied to custom chips and multi-year cloud deals.

Summarised by Beize from a story on YourStory on 30 Apr 2026
Maruti Suzuki to spend Rs 14000 crore adding capacity for small cars

Maruti Suzuki to spend Rs 14000 crore adding capacity for small cars

Maruti Suzuki is set to commit a record Rs 14,000 crore capex in FY27 to expand manufacturing capacity and clear a growing order backlog. With current facilities running at full capacity, the automaker will add new production lines in Haryana and Gujarat, prioritizing demand recovery for small cars.

Summarised by Beize from a story on The Economic Times on 28 Apr 2026
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