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INVESTMENT CYCLE IN AI
Capital limited but confidence in rules of trade, fiscal path of large economies: DEA secretary- Global bond yields put emerging markets on edge, but India’s FDI pull stays strong: DEA Secretary Anuradha Thakur
- Private capex revival takes hold, capital formation at 3-year high: Economic Affairs Secretary Anuradha Thakur
- IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation in focusResearch advisory UnearthInsight expects the top-five IT companies to grow 0.5-1% quarter-on-quarter in the second quarter of FY27, with li...04 Oct, 2026, 05.19 PM IST
- AI's race to transform the world before the money runs outCumulative spending globally on data centers alone could top $30 trillion by 2050, according to a projection by PwC, almost matching the va...04 Oct, 2026, 05.07 PM IST
- Valuations of IT stocks already capture most of AI disruption risk: Chintan HariaThe Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees sel...04 Oct, 2026, 03.47 PM IST
- IT Q2 review: Muted growth, steady margins likely; deal conversion, AI deflation in focusIndia's leading IT firms are projected to exhibit modest revenue growth and stable margins for the second quarter. Analysts anticipate that...04 Oct, 2026, 03.09 PM IST
- ET Alpha Wealth Summit 2.0: Date, venue, speakers, agenda and registrationThe ET Alpha Wealth Summit 2.0 set to be held on October 8 at ITC Maratha in Mumbai. Leading investment experts will convene to discuss tre...04 Oct, 2026, 02.46 PM IST
- AI's race to transform the world before the money runs outInvestment in AI technology continues to rise, surpassing historical investments seen in railways and the internet. Major AI firms are expe...03 Oct, 2026, 10.46 AM IST
- Foreign capital is slipping away. Can India lure investors back?India faces a tougher battle for foreign capital as FPI outflows rise and global investors shift money towards AI, semiconductors and manuf...01 Oct, 2026, 02.16 PM IST
- Axis Bank wants to double its Rs 8,688 crore data centre exposureIndia's rising interest in artificial intelligence is prompting Axis Bank to expand its lending to data centres. With demand for large-scal...01 Oct, 2026, 12.56 PM IST
- AI deflation, weak demand to keep large IT growth muted in Q2FY27; mid-tier to outperform: KotakIndia's large IT companies are anticipated to report subdued growth in Q2FY27 due to AI-led deflation and weak demand. Mid-tier firms are l...30 Sep, 2026, 12.23 PM IST
- Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...29 Sep, 2026, 08.40 PM IST
- AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...28 Sep, 2026, 06.59 PM IST
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...28 Sep, 2026, 02.11 PM IST
- India’s healthcare AI opportunity could become the next big investment storyThe digital rails are ready. India now needs patient capital and founders ambitious enough to build on them.28 Sep, 2026, 11.21 AM IST
- a16z’s Raghuram isn't writing off India AI yet; insurers weigh new rulesHappy Monday! a16z’s Raghu Raghuram said India can build frontier AI companies by using its talent. This and more in today’s ETtech Morning...28 Sep, 2026, 08.36 AM IST
- Too early to write India off in the global AI race: Andreessen Horowitz’s Raghu RaghuramIndia has few frontier AI model companies and limited computing capacity, but according to a16z managing partner Raghu Raghuram, the countr...28 Sep, 2026, 07.50 AM IST
- 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...25 Sep, 2026, 02.43 PM IST
- 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,...19 Sep, 2026, 11.37 AM IST
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