Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

A recent report shows that many companies are pivoting away from AI initiatives due to challenges with quality and employee engagement. The...

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...

Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...

India's reliance on foreign-controlled advanced AI models, like Anthropic's, is under scrutiny after a US government directive suspended ac...

The 2nd Pax Silica Summit brought together over 30 nations, advocating for 'innovation sovereignty' and AI policies conducive to growth. Hi...

In a bold move, IndiaMART is ramping up its AI-related budget, with plans to double its expenditure biannually. This funding will be direct...

Indian wealthy investors are leading the world in using AI for financial research and analysis, with 86% leveraging the technology. While A...

Bernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...

Corporate India is witnessing a significant surge in cybersecurity spending, up 30% year-on-year, as businesses race to safeguard data and ...

Infosys is aggressively pursuing the AI-first services market, projecting a $300-400 billion opportunity by 2030. Chairman Nandan Nilekani ...

Infosys is aggressively pursuing the AI-first services market, projecting a $300-400 billion opportunity by 2030. Chairman Nandan Nilekani ...

Businesses are facing hefty AI bills, prompting a shift from simply counting AI tokens to scrutinising their actual value. Companies are no...

Recent AI model restrictions by the US government signal a new era of uncertainty, impacting global tech development. India faces a critica...

Info Edge, the parent of Naukri, has significantly boosted its AI and deeptech investments, pouring Rs 1,003 crore into 54 startups since 2...

Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...