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Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...
Living on borrowed AI won’t end well for India, warn expertsIndia's reliance on foreign-controlled advanced AI models, like Anthropic's, is under scrutiny after a US government directive suspended ac...
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...
ET Most Innovative AI Product Awards 2026 spotlight enterprise AI solutions redefining business performanceAs enterprises scale AI adoption, innovation is moving beyond customer-facing applications. From finance, operations, tax, and legal functi...
ET Most Innovative AI Product Awards 2026: Why tax has become one of the biggest trust tests for enterprise dataAs businesses generate larger volumes of financial and operational data, tax functions are becoming an unexpected proving ground for AI pro...
India at start of a major recovery, foreign investors just beginning to return, says BlackRock's Ben PowellIndia's equity markets are poised for a significant rebound as foreign investors begin to re-evaluate the nation's growth prospects. BlackR...
Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
Buy, Sell or Hold: Goldman Sachs maintains sell on Bharat Dynamics; HDFC Securities maintains buy on IndiaMART InterMESHBrokerages remain divided on two stocks. Goldman Sachs retained its 'Sell' rating on Bharat Dynamics, raising the target price marginally t...
India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...
AI risks spark 30% surge in India cybersecurity spends as enterprises ramp up defencesCorporate India is witnessing a significant surge in cybersecurity spending, up 30% year-on-year, as businesses race to safeguard data and ...
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
RIL's call to list Jio Platforms could unlock up to 35% valueReliance Industries shares surged as investors anticipate significant value from the upcoming Jio Platforms IPO, alongside advancements in ...
Talent shortage slows AI project progress beyond pilot stagesIndia faces a looming AI talent crisis, with projections indicating a shortage of over a million professionals by 2027. Companies are strug...
The next AI arms race will be over certainty, not intelligenceRecent AI model restrictions by the US government signal a new era of uncertainty, impacting global tech development. India faces a critica...
Who is Will Cathcart? WhatsApp leader exits after steering it through privacy battles, monetisation pushCathcart’s departure comes at a time when WhatsApp is in the middle of a transition. Under him, the platform recently rolled out Meta’s AI ...
Why scalable AI products are becoming critical for enterprise AI adoption and business growthScalability is commonly viewed as a concern for large enterprises, when in reality, it becomes critical much earlier. As businesses expand ...
AI startups fuel talent war as hiring surges across IndiaIndia's AI startups are experiencing a hiring surge, outpacing the broader tech sector as companies transition from AI experiments to large...
OpenAI introduces enhanced usage analytics, AI spending controls for ChatGPT EnterpriseThe new features aim to help manage costs and track credit usage, as growing adoption of the AI tools by power users in enterprises has d...
Compliance complexity is the defining challenge amid tariff uncertainties: Maersk Asia Pacific surveyVietnam, Thailand, and India emerge as key multi-country hubs. AI adoption is high, but integration with compliance platforms is crucial fo...