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AI DISRUPTION
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
AI-enabled cyberattacks biggest near-term threat to financial system: RBIAI-powered cyberattacks are India's top financial system risk, according to the RBI's latest report. Banks and NBFCs are most concerned abo...
No chips, no glory for India's AI companies racing to lock in GPUsRamprakash Ramamoorthy, director of AI research, Zoho, which is running its own data centre, said the compute cost has gone up significantl...
Along came an alien prompt: A day in the life of a software engineerThe role of an IT engineer has been rewritten over the past two years. Against the backdrop of persistent layoff fears, ET speaks to a cros...
Alternatives to OpenAI, Anthropic: With US prime AI off the table, India opts for fine ChinaChinese open-source models, already popular among startups due to lower costs, may now make their way to large enterprises looking to avoid...
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...
Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
Google limits Meta's use of its Gemini AI models: ReportGoogle, owned by Alphabet, told Meta around March it could not meet the full Gemini capacity the company had sought to purchase, the news...
US stocks: US market ends lower as tech stocks weigh on sentimentWall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies sur...
AI unlikely to trigger 'Job Apocalypse', it may create uneven workforce disruption: Goldman Sachs ReportA Goldman Sachs report suggests that concerns regarding an impending 'AI job apocalypse' may be overstated. Over the next decade, while AI ...
AI is plowing through the workplace. This new group wants to help people adapt and have jobsA newly formed bipartisan nonprofit named RAISE US is set to launch with over $500 million aimed at tackling job losses anticipated from ar...
AI levels the playing field as IT giants target mid-market gameWith the disruption that artificial intelligence has brought, mid-market companies have now accelerated tech spending, creating scalable op...
US says in talks with India on Anthropic Fable model rolloutIndia and the US are holding crucial talks on releasing advanced AI models, including those from Anthropic. Both nations are prioritizing a...
Claude down again? Users report errors as Anthropic confirms “elevated error rate” and investigates service disruption. Here's what users can do if Claude is not workingClaude down: AI chatbot Claude is experiencing widespread service disruptions today, June 23, 2026, with users reporting errors and failed ...
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
IT nightmare on loop, Accenture's 20% fall highlights AI disruptionIndian tech stocks experienced a sharp decline Friday, mirroring a significant drop in global IT giant Accenture due to weaker-than-expecte...
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
“I get no response at all”: Claude users report blank replies as AI platform appears to face outageClaude AI down: Anthropic's AI chatbot Claude appeared to suffer a disruption on Wednesday, with users reporting that prompts were either r...