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CAPITAL SPENDING AI
AI could double US GDP growth to 4% next year amid capital hurdles, says Elon MuskThe projection comes at a time when the broader artificial intelligence investment landscape encounters its first major macroeconomic test,...- 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...
- Nabfid sanctions Rs 3,000 crore-plus loans to at least four data centres as AI capex accelerates in IndiaNabfid is sanctioning significant loans for India's growing data center infrastructure needs. These facilities support the nation's push fo...
- 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...
- Infosys, TCS, other IT stocks in focus after first Fed rate hike in 3 years. Will inflationary pressures offset anti-AI euphoria?Indian IT stocks such as Infosys and TCS are likely to remain in focus after the US Federal Reserve raised interest rates by 25 basis point...
- Ex-Infosys CEO Vishal Sikka’s startup Hang Ten Systems raises $53 millionHang Ten is building AI software for large enterprises, with a focus on software development and other technology-intensive work. Its platf...
- AI, algorithms and human judgement: The future of portfolio managementAI is moving beyond technology and reshaping how investors analyse markets, manage risk and construct portfolios. As algorithms become incr...
- 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...
- Content startup Flam raises $40 million from QED Investors, Shah Rukh Khan, othersFlam will use the capital primarily for research on its underlying AI models, expanding its product suite and scaling its enterprise sales ...
- India's middle-income trap has a problem money may fixEconomist Thomas Piketty says India can escape the middle-income trap through massive investment in education, healthcare and infrastructur...
- 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...
- Doomers and boosters: who's who in the AI warsThe furious debate over artificial intelligence has hardened into warring camps -- and a cautious middle. Today, most of the doomers warnin...
- Temporal's valuation spikes to $12.6 billion in Lightspeed-led funding roundTemporal makes open-source software that helps applications, including AI agents, recover from failure, reducing the need for engineers t...
- Anthropic targets financial advisers with new Claude toolThe product, called Claude for Financial Advisors, is designed to help financial services firms prepare for client meetings, review portf...
- China's DeepSeek hires dealmaker as CFO ahead of possible IPOA CFO typically plays a central role in managing investor communications, financial controls, capital allocation and disclosure processes ...
- Slow the AI race? Investors weigh the potential costCalls to rein in the development of ever more powerful AI models are fuelling fears over the massive capital outlays in the sector -- and t...
- 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...
- Oracle earnings show slower cash burn as AI spending starts to pay off; stock jumps 4% after marketOracle’s latest earnings offered investors relief as stronger-than-expected revenue and a smaller cash burn eased concerns over its heavy A...
- Oracle tops estimates as AI demand tempers cash-burn fearsShares of the company, which have slumped more than 21% this year, rose 4% in extended trading after Oracle reported a jump in revenue back...
- China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...
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