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AI SPENDING BOOM
Nikhil Kamath has a '100' funding message for startups: Zerodha co-founder backs post urging startups to raise enough money to stay comfortable for “a year or two” as “next year could be bad”Nikhil Kamath advice for startups: The Zerodha co-founder expressed agreement with a warning that startups should raise capital soon due to...- Global factory activity boosted by AI spending boomAs AI investments surge, manufacturing activity in Europe and Asia grows noticeably. India boasts significant expansion in its manufacturin...
- US Market: AI credit surge tests lenders as future revenues remain uncertainAI-related borrowing has surged substantially in low-rated U.S. firms this year, prompting investor scrutiny of financial assumptions. Lend...
- Anthropic's IPO pitch embraces AI's promise and perilTo pull off a successful offering that values it at $2 trillion, Anthropic, whose name means "human-centered," will need plenty of mortal i...
- US economy second quarter growth: GDP grows 2.2 percent as consumer spending and business investment riseThe US economy grew 2.2 percent in the second quarter from April to June, the Commerce Department announced recently. Consumer spending and...
- US economy picks up pace, grows 2.2% as consumer spending, AI investment surgeThe US economy grew at a 2.2% annual pace in the second quarter, up from the government’s earlier 1.5% estimate, as consumer spending and b...
- OpenAI takes on Meta with always-on Dots agent in enterprise AI pushOpenAI on Tuesday unveiled always-on agents called Dots that chase user goals across apps on their own, deepening its push into the lucrati...
- Nvidia approves record $150 billion share buyback plan as AI boom powers cash generationNvidia approved an additional $150 billion in share buybacks, taking its remaining authorisation to $235 billion through fiscal 2028. The r...
- 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 boomBond investors are actively hedging against Oracle. The cost to insure the software company's debt reached a record high this week. Its 6.7...
- U.S. Bond yields hit a 20-year high. What does it mean for common Americans?Long-term yields also mostly continued to climb this week despite another Treasury buyback operation, an intervention the government said i...
- AI boom raises ‘too-big-to-fail’ concerns as ecosystem expands, says Kansas Fed's Jeff SchmidKansas City Federal Reserve President Jeff Schmid has expressed concerns about the interconnectedness of the artificial intelligence indust...
- Better AI won’t fix bad company data: Fuel Cycle’s Daryush LaqabCompanies are increasingly deploying AI agents, but data quality remains a significant challenge in their effectiveness. Around 40% of larg...
- AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concernsThe estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It...
- As the coding boom fades, computer science grads focus on AI skills in choppy job marketThe elevated jobless rate in the field - at around 7.1% for recent computer science and computer engineering graduates, according to an Ass...
- 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.
- 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...
- ET Graphics: AI giants burn through trillionsMajor tech giants are sitting on $3.1 trillion in off-balance-sheet commitments, according to a WSJ analysis. In fact, this spending may be...
- Anthropic considers releasing new AI model ahead of IPO, sources sayAnthropic is considering rolling out a new AI model to counter OpenAI's momentum since its launch of GPT-6 Astra, according to three source...
- 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...
- 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...
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