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GENERATIVE AI SPENDING
AI volumes may outweigh revenue deflation for IT sector by FY30: ReportCLSA said the industry is facing "multiple macro/micro headwinds", but expects AI to eventually create new growth opportunities. It said AI...- Samsung Electronics expects shareholder returns up to $80 billion this yearSamsung Electronics anticipates shareholder returns reaching 110 trillion won this year. This includes substantial cash dividends and share...
- The AI pilot era is ending. Now enterprises are worrying about the bill, says SnowflakeAs companies deploy AI across more users and workloads, Snowflake says attention is shifting to token costs, model choice, spending control...
- Samsung Electronics to convene board meeting Friday to discuss shareholder return planSouth Korea's MoneyToday reported on Thursday that the company is set to announce a new shareholder return policy later this month worth ...
- Global Market: SK Hynix unveils stock-based bonus plan for South Korean workersSK Hynix has reached a tentative wage agreement that would shift 60% of employee bonuses into company shares and deferred stock compensatio...
- AI opens new advertising avenues for India’s small businesses: StudyArtificial intelligence tools are helping Indian small businesses advertise more effectively. Nearly nine in ten businesses report AI enabl...
- Samsung Electroncis to announce more than $72 billion shareholder return programme, media reportsThe South Korean memory-chip maker will hold a board meeting at the end of August to approve a shareholder return plan that includes a spe...
- Marvell shares jump 8% after chipmaker hands Google option to buy $12.2 billion stakeMarvell shares surged 8% after securing a Google agreement to develop custom AI chips and related technologies. Google received a warrant f...
- Sridhar Vembu explains why phones and laptops are getting expensive in 2026Zoho founder Sridhar Vembu has warned that the massive AI investment boom is pushing up the cost of memory and other technology components,...
- GE Aerospace uses AI to cut aircraft engine turnaround time by five daysGE Aerospace is using artificial intelligence at its Bengaluru technology centre to improve aircraft engine inspections, maintenance and su...
- China's Baidu, betting on AI, posts fifth straight quarterly revenue dropRevenue during the second quarter of the year came to 31.3 billion yuan ($4.6 billion), an unaudited financial report showed, a 4% year-on-...
- IT leans on model FinOps workstreams as scaling AI costs strain enterprise budgetsThe shift comes as enterprises turn AI usage into a recurring business expense and make cost and value management a larger part of AI trans...
- Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast: ReportWall Street is currently assessing Anthropic's valuation in light of its anticipated revenue growth for the upcoming IPO. The AI company fo...
- US Stock Market: Fed uncertainty, oil prices in focus as earnings sustain market optimismInvestors enter the week focused on interest rates, inflation and geopolitical risks, while strong corporate earnings support equities. The...
- Why Zerodha's Nithin Kamath is asking founders to stop leading with AIZerodha founder Nithin Kamath has warned startup founders that simply highlighting AI in investor pitch decks is no longer a differentiator...
- Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecastAnthropic is projecting 2028 revenue of roughly $190 billion to $200 billion, according to two people familiar with the company's financial...
- India’s AI app race heats up as Claude surges and Gemini closes in on ChatGPTClaude's downloads and spending in India surged significantly in the June quarter. ChatGPT continues to dominate consumer spending on AI ap...
- Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources sayAs Anthropic prepares for its initial public offering, Wall Street is keenly evaluating the company's worth through the lens of its project...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
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