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AI ADOPTION DELAYS
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam IndustriesBrokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...
Lawyers welcome SC’s AI rules against ‘algorithmic justice’The Supreme Court has released a draft framework for AI in courts, aiming to balance innovation with judicial safeguards. The proposed regu...
TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
India, UK unveil new initiatives on critical minerals, maritime securityIndia and the UK are embarking on an exciting journey of collaboration. With the unveiling of a significant trade deal and a strategic defe...
The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
Flawed AI, deepfakes and geopolitical conflicts pose major risks to business: WiproIT major Wipro identifies Artificial Intelligence adoption as a significant risk. Flawed algorithms and biases could lead to legal and fina...
Is SaaSpocalypse real? CLSA says maybe not and here’s whyInitial fears of an "SaaSpocalypse" following Anthropic's AI plug-in release have subsided. Brokerages now suggest AI is driving a shift to...
Digital infrastructure demand drives new wave of strategic land buyingIndia's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Maj...
Oyo readies market debut; IT's comeback rallyOyo's IPO plans are back on track after securing the regulator's nod. This and more in today's ETtech Top 5.
Why Trideep Bhattacharya is betting on financials and energy despite global uncertaintyIndian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may s...
What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
RMG cos reel from GST ruling; new-age firms’ costly rideHappy Friday! The Supreme Court’s latest GST ruling is the final blow for real-money gaming platforms after last year’s ban. This and more ...
Energy use forcing rethink of AI chip design, TSMC saysAI's massive electricity needs are now driving chip development. Energy efficiency is becoming more critical than raw computing power. TSMC...
Neysa and Pipeshift team up for AI inference play in IndiaBengaluru's Neysa and AI startup Pipeshift are joining forces. They aim to meet India's growing need for AI inference services. This partne...
India’s AI boom could turn data centres into the next big infrastructure race: KPMGIndia's data centre sector is set for massive growth, reaching nearly $46 billion by 2033. AI workloads and cloud adoption are key drivers....