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AI GROWTH
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...- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
- Why business impact is becoming the new measure of AI innovationThe ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...
- ET Graphics: AI agents stealing IT’s lunchAI’s looming threat on the IT services sector has battered India’s blue chip technology stocks. Whether its a new frontier model launch, or...
- India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...
- Microsoft shares head for worst month since 2000 as AI concerns wipe out $570 billionMicrosoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...
- Maruti Suzuki picks 5 startups including Sarvam AI for multilingual customer supportMaruti Suzuki is partnering with five innovative startups to boost operational efficiency and customer experience. These collaborations, bo...
- 'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
- NRI money could ease banks' funding crunch before powering India's capex: Axis Bank CEOIndian banks are set to leverage new foreign-currency deposits from the diaspora to replace costly funding, according to Axis Bank CEO Amit...
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- AI hasn't changed marketing's role, only how it delivers: Publicis Sapient CMOArtificial intelligence is revolutionizing marketing, but core responsibilities like driving growth and building customer relationships rem...
- India’s AI dream is getting lost in translationIndia's ambition to become an AI superpower hinges on bridging its vast linguistic divide. Prime Minister Modi champions AI for inclusion, ...
- 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...
- Why MSMEs hold the key to India’s biggest AI opportunityIndia is poised for AI leadership, with large businesses rapidly adopting advanced systems. However, millions of MSMEs lag due to tradition...
- US announces PaxPass to streamline the movement of critical AI goods at Pax Silica summitThe 2nd Pax Silica Summit brought together over 30 nations, advocating for 'innovation sovereignty' and AI policies conducive to growth. Hi...
- Anthropic hires Orange's AI chief amid Europe pushOrange's Chief AI Officer, Steve Jarrett, is departing the French telecom giant to join U.S. AI startup Anthropic. He will be based in Pari...
- Amazon to invest additional $13 billion in India AI, cloud infrastructure by 2030Amazon is injecting an additional $13 billion into India's AI and cloud infrastructure by 2030, bringing its total planned investment to ov...
- India’s development ladder after AI: What comes next?India’s future prosperity may increasingly depend on empowering its smaller economic units to become more productive using AI.
- India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
- Why scalable AI products are becoming critical for enterprise AI adoption and business growthScalability is commonly viewed as a concern for large enterprises, when in reality, it becomes critical much earlier. As businesses expand ...
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