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AI SPENDING GDP IMPACT
India's FY27 growth likely to slow down to 6.6% on energy stress, sub-par monsoon: S&PIndia's economic growth is projected to slow to 6.6% in the current fiscal year, according to S&P Global Ratings. This slowdown is attribut...- Generative AI expanding role in shopping, to enable AI-led purchases: ReportGenerative AI is set to revolutionise consumer shopping, moving beyond discovery to completing transactions. Young shoppers, particularly G...
- AI risks spark 30% surge in India cybersecurity spends as enterprises ramp up defencesCorporate India is witnessing a significant surge in cybersecurity spending, up 30% year-on-year, as businesses race to safeguard data and ...
- AI will amplify, not replace companies that adapt fast: Nandan NilekaniInfosys is aggressively pursuing the AI-first services market, projecting a $300-400 billion opportunity by 2030. Chairman Nandan Nilekani ...
- AI will amplify IT services demand, not replace it: Infosys chairman Nandan NilekaniInfosys is aggressively pursuing the AI-first services market, projecting a $300-400 billion opportunity by 2030. Chairman Nandan Nilekani ...
- 7 AI Categories Solving Problems Most Businesses Still Struggle WithGenerative AI dominates the headlines, but real AI impact is happening inside enterprises. The ET Most Innovative AI Product Awards 2026 sp...
- No Nifty returns in 2 years? Axis AMC’s Shreyash Devalkar reveals where he's investing nowDespite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earni...
- As AI adoption grows, token consumption comes under close scrutinyBusinesses are facing hefty AI bills, prompting a shift from simply counting AI tokens to scrutinising their actual value. Companies are no...
- After cloud spending, IT companies see 'token maxxing' as AI's next cost challengeIT firms are flagging a new AI challenge: 'token maxxing,' where companies prioritize AI usage metrics over actual business results. This t...
- US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
- With AI, challenge is convincing people that learning still matters: Coursera CTOCoursera's CTO, Mustafa Furniturewala, emphasises that AI's true value in education lies in translating information into practical skills, ...
- AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
- Wall Street Week Ahead: Investors see Micron earnings as pulse check of AI rally momentumInvestors are keenly watching Micron Technology's upcoming earnings report for crucial insights into the ongoing AI-driven stock market ral...
- Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...
- Accenture signals caution, but analysts see long-term IT opportunityAccenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations ar...
- Accenture's weak bookings raise AI fears, but Indian IT may weather the storm: Sandip AgarwalAccenture's recent earnings reveal a sharp decline in new bookings and a reduced guidance, sparking concerns about AI's impact on the IT se...
- OpenAI introduces enhanced usage analytics, AI spending controls for ChatGPT EnterpriseThe new features aim to help manage costs and track credit usage, as growing adoption of the AI tools by power users in enterprises has d...
- Infosys ADRs crash over 8%, Wipro falls 6% after Accenture cuts annual revenue forecastInfosys and Wipro ADRs plunged following Accenture’s reduced FY26 revenue forecast. This downgrade highlights enterprise caution regarding ...
- ET Most Innovative AI Product Awards 2026: The next retail breakthrough may already be in your pocketET Most Innovative AI Product Awards 2026 spotlights the products quietly reshaping retail. From improving product discovery and customer e...
- Companies need flexibility, choice as AI becomes a geopolitical issueIndia is one of the fastest growing markets for Databricks, and last year the firm announced a $250 million investment in India to ramp up ...
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