IT firms turn to bundled deals to weather AI deflationIndian IT service providers are increasingly using structured deals that combine acquisitions with long-term service contracts. Experts say...
26 Aug, 2026, 06.00 AM IST
Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reportsAnthropic plans to pitch investors on a colossal total addressable market (TAM) exceeding $30 trillion for its upcoming IPO, surpassing Spa...
25 Aug, 2026, 10.34 PM IST
AI could become a new revenue engine for Indian telecom companies: SurveyIndian telecom providers see artificial intelligence as a major revenue growth driver. They will offer premium connectivity and advanced ne...
25 Aug, 2026, 05.39 PM IST
Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...
25 Aug, 2026, 04.12 PM IST
Lead School targets 20% growth in FY27, eyes IPO in 2-3 yearsOn going for an IPO, Mehta said the company continues to receive approaches from investment bankers but wants to first reach a larger reven...
25 Aug, 2026, 11.02 AM IST
India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
24 Aug, 2026, 06.16 PM IST
Midcap IT likely to see better H2, AI-led deflation weighs on FY27 growth: Anand RathiIndia's midcap IT services sector could see improved deal conversion and operating leverage in the second half of FY27, but revenue growth ...
24 Aug, 2026, 03.32 PM IST
Hexaware Technologies shares rally 5%; Motilal Oswal reiterates buy with target price of Rs 720Hexaware Technologies shares rose on Monday after Motilal Oswal reiterated its Buy rating with a Rs 720 target, implying 35% upside. The br...
24 Aug, 2026, 10.56 AM IST
Nvidia discusses Perplexity investment at $30 billion-plus valuationNvidia is discussing investing in Perplexity as part of an equity round that would value the AI startup at more than $30 billion, the I...
24 Aug, 2026, 09.40 AM IST
AI volumes may outweigh revenue deflation for IT sector by FY30: ReportCLSA said the industry is facing "multiple macro/micro headwinds", but expects AI to eventually create new growth opportunities. It said AI...
22 Aug, 2026, 05.11 PM IST
- AI capex slowdown could derail India's cyclical recovery, weigh on growth: Nuvama
Any slowdown in the global artificial intelligence (AI) capital expenditure boom could pose a significant risk to India's ongoing cyclical ...
22 Aug, 2026, 09.05 AM IST
PSU banks offer highest alpha potential; IT faces uncertainty: Omniscience CapitalIndia’s domestic economy remains resilient, with healthy revenue and earnings growth despite geopolitical uncertainties, according to OmniS...
21 Aug, 2026, 01.05 PM IST
South Korea plans chip windfall fund to back youth, AI investmentThe proposed "Future Response Fund" would finance programmes aimed at helping young people find jobs, buy homes and start families, while...
21 Aug, 2026, 10.32 AM IST
Alibaba reports 9% rise in quarterly revenueAs businesses increasingly deploy artificial intelligence applications, demand for the cloud computing power needed to train and run those ...
20 Aug, 2026, 03.38 PM IST
China's Baidu, betting on AI, posts fifth straight quarterly revenue dropRevenue during the second quarter of the year came to 31.3 billion yuan ($4.6 billion), an unaudited financial report showed, a 4% year-on-...
18 Aug, 2026, 04.39 PM IST
Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast: ReportWall Street is currently assessing Anthropic's valuation in light of its anticipated revenue growth for the upcoming IPO. The AI company fo...
17 Aug, 2026, 12.50 PM IST
Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources sayAs Anthropic prepares for its initial public offering, Wall Street is keenly evaluating the company's worth through the lens of its project...
15 Aug, 2026, 10.37 AM IST