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AI SPENDING 2027
Data centre IPO hopefuls brave tougher market as investor scrutiny grows- Why is Oracle’s debt suddenly flashing warning signs? Its 8% bond yield raises a bigger question about who will finance the trillion-dollar AI data-center boom
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
- Oracle, Blue Owl project delay sends ripples through AI financingOracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico sent a chill ...25 Sep, 2026, 08.24 AM IST
- IRDAI proposal hits insurance stocks; FSSAI vs ecomm giantsThe insurance regulator has proposed new limits on commissions as part of a wider overhaul. This and more in today’s ETtech Top 5.24 Sep, 2026, 08.08 PM IST
- Amazon to bet $3 billion on India's fast-delivery boom, sources sayAmazon has announced plans to invest $3 billion in its quick commerce business in India by 2030. This investment aims to expand its network...24 Sep, 2026, 02.43 PM IST
- Indian-origin entrepreneur Gagan Biyani launches tuition-free AI academy; tech giants Satya Nadella, Sam Altman to teachGagan Biyani has launched the Horowitz Andreessen Academy in San Francisco to provide an alternative education. This academy will focus on ...24 Sep, 2026, 02.18 PM IST
- Global agencies see India’s growth ringing louder; raise FY27 GDP forecasts on upbeat demand and investment sentimentIndia’s FY27 growth outlook has received upgrades from the OECD, Asian Development Bank, S&P Global Ratings and Fitch Ratings, with forecas...24 Sep, 2026, 04.00 AM IST
- S&P Global Ratings raises India FY27 growth aim to 7% from 6.6%, estimates 25 bps RBI rate hikeS&P Global Ratings has upgraded its forecast for India's real GDP growth to 7% for the FY27. Strong industrial activity, healthy consumptio...23 Sep, 2026, 10.51 AM IST
- Nvidia's stock is flashing a warning sign as valuation dropsNvidia Corp's stock currently trades at less than 17 times its projected profit for the upcoming year, marking a notable decline from earli...23 Sep, 2026, 08.38 AM IST
- GTA 6 online multiplayer to launch in 2027? Twitch CEO Dan Clancy drops hint, says ‘You are going to see…’GTA 6 online multiplayer could arrive in 2027, according to Twitch CEO Dan Clancy, who expects the game to trigger a major surge in Twitch ...22 Sep, 2026, 09.33 PM IST
- Microsoft announced 3,200 Xbox job cuts in July. Now, it may cut hundreds more this weekMicrosoft may fire hundreds of employees from its Xbox division this week. This was on top of the 3,200 job cuts the tech giant announced j...22 Sep, 2026, 08.23 PM IST
- 60% of organisations could fail at AI governance if they ignore data culture: GartnerAs companies race to make their data AI-ready, Gartner says cultural resistance and weak business engagement could become a bigger hurdle t...22 Sep, 2026, 03.05 PM IST
- Investors upbeat on hawkish Fed fighting inflation but remain wary of crude oil prices and AI risksFederal Reserve's hawkish stance combats inflation, boosting investor optimism for markets. Oil prices remain elevated, which complicates s...21 Sep, 2026, 11.53 PM IST
- SoftBank adds $21 billion to AI firepower in new debt dealsThe Japanese conglomerate increased its margin loan backed by shares of its chip unit Arm Holdings Plc by $5 billion to $25 billion, people...18 Sep, 2026, 05.41 PM IST
- India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...17 Sep, 2026, 04.37 PM IST
- Delivery app iFood to invest $4.7 billion in Brazil through March 2027The company will direct spending across four areas: strengthening restaurant operations, expanding new delivery categories such as pharmaci...16 Sep, 2026, 04.26 PM IST
- AI’s trillion-dollar question: What happens if the boom slows?AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock p...15 Sep, 2026, 02.52 PM IST
- Investors nervous about AI spending slowdown after industry warningsRecent dire pronouncements about AI potentially endangering humanity were followed over the weekend by calls from AI leaders, including Ant...15 Sep, 2026, 10.45 AM IST
- Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...14 Sep, 2026, 04.43 PM IST
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