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306 stories · latest 01 Oct 2026 · clear filter
The 9.95% coupon shows what private credit charges to finance AI chips for a smaller operator: well above investment-grade borrowing costs, and payable from rental income on hardware that loses value quickly. Sharon AI…
Higher risk-free returns in the US make emerging-market assets relatively less attractive and add pressure on foreign portfolio flows and the rupee. Banks and NBFCs are exposed through funding costs and bond…
Indian IT services firms earn most of their revenue from discretionary and transformation projects for US and European clients. When those budgets are held back and clients test AI tools that can automate parts of…
Accenture is the largest listed IT-services peer of Indian firms and serves many of the same US and European clients, so investors read its results as a signal of global outsourcing demand. TCS, Infosys, HCLTech and…
Memory has become one of the scarcest inputs in AI servers, and Micron's accounts show who is collecting: quarterly revenue of $54.23 billion is nearly five times the $11.32 billion of a year earlier, and full-year net…
Two-thirds of the $668 million is debt, the usual structure for GPU clouds: lenders finance the chips against customer contracts. GMI says contracted annual recurring revenue has passed $600 million, more than nine…
The order changes terminology, not trade rules. It contains no provisions on tariffs, visas, outsourcing or export controls, which are the channels through which US policy reaches Indian IT services companies, so its…
Amazon and Google have invested billions in Anthropic and supply its cloud infrastructure, so a listing would put a public price on their stakes, and its compute commitments are future revenue for their cloud units and…
The $235 billion is cash earned from AI chip sales to cloud companies being returned to shareholders rather than spent on capacity or acquisitions. It comes while Nvidia's shares, up just over 20% this year, trail AMD…
Since no headline rate changes are planned, the direct effect on consumer prices and on FMCG or auto demand looks small. The parts that matter are compliance and working capital: changes to input tax credit and…
Indian IT services companies have historically used H-1B visas to staff US client sites. The fee raises the cost of sending new staff onshore, which pressures margins on onsite-heavy contracts and pushes delivery…
A narrower gap between US and Indian interest rates reduces the appeal of Indian bonds and equities for foreign investors and adds pressure on the rupee, raising imported inflation. With retail inflation above the…
Oracle's $664 billion backlog is revenue its customers, largely AI developers, have contracted but not yet paid, and it is 34 times the quarter's $19.3 billion of revenue. To deliver it Oracle spent $28.499 billion on…
The €3 billion round values Europe's best-funded AI model developer at €21 billion and brings in Samsung Electronics, a memory-chip maker, as lead investor. Much of the cash is earmarked for compute, which means…
Broadcom designs custom AI accelerators and networking chips for large cloud and AI companies, so its $16.7 billion of AI chip revenue is those customers' spending on alternatives and complements to Nvidia's…
Signalling a possible hike ahead of the November midterms put rate-sensitive sectors in focus, from banks' funding costs to homebuilders, mortgage lenders and long-duration technology stocks. Warsh also argued AI could…
Nvidia's sales are the clearest read on AI infrastructure spending, so its guidance matters for foundry partner TSMC, memory makers such as SK hynix and Micron, and server and networking vendors that build around its…
Agentforce at more than $1.5 billion of annual recurring revenue is one of the clearest disclosed figures for what enterprises pay for AI agents, though it is still a small part of a company guiding to $46.1-46.4…
At $60 billion, the Cursor purchase is among the largest prices paid for an AI application company and puts a listed buyer, SpaceX, in direct competition for AI coding revenue with Microsoft's GitHub Copilot, Anthropic…
The round prices privately held Databricks at $190 billion, about 27 times its $7 billion revenue run-rate and 42% above the $134 billion set in February. The $5 billion comes from investors including Coatue…
CoreWeave rents Nvidia-based computing to AI developers, and its accounts show the financing behind that model: $6,422 million of equipment purchases in a quarter that produced $2,575 million of revenue and a $626…
The price floor sets a minimum cost for imported solar hardware. That protects US makers of polysilicon, wafers, cells and modules from cheaper imports, and it raises equipment costs for the companies that buy panels…
AMD's $6.7 billion of data-centre revenue is small beside Nvidia's, but a 107% growth rate and an Anthropic commitment of up to 2 gigawatts of MI450 GPUs show large AI buyers adding a second chip supplier. For AI labs…
From 2 August the Commission can act against providers of general-purpose AI models sold in the EU, a group that includes US developers such as OpenAI, Anthropic, Google, Meta and Microsoft as well as Europe's Mistral…
Palantir is one of the few listed software companies reporting AI-driven revenue growth near 100%: $1.935 billion in the quarter, with US businesses paying $764 million and the US government $809 million. The $2.132…
Amazon's capex plan of $220 billion for 2026, $20 billion more than before, is the largest single-company figure among the cloud providers and turned free cash flow to negative $7.6 billion from an $18.2 billion inflow…
Meta funds its AI build-out from advertising cash flow rather than cloud contracts, and the quarter shows how much of it that now absorbs: $31.08 billion of capex left $784 million of free cash flow on $60.80 billion…
Microsoft's $35.8 billion of quarterly additions to property and equipment, about twice the year-earlier figure, is paid to chip, server and data-centre suppliers. What it earns in return shows in the $678 billion of…
The new duties apply to imports from 60 trading partners, including the EU, so retailers, apparel and footwear brands, consumer-electronics sellers and manufacturers that rely on imported parts keep paying a broad…
An 8.2% AI share of $5,082 million implies a little over $400 million of AI revenue in the quarter for India's second-largest IT exporter, which gives investors a figure to set beside TCS's $2.6 billion annualised…
SAP is paying for AI capability out of this year's profit: the two acquisitions take more than €100 million off its 2026 operating profit outlook, now €11.8-12.2 billion. Against that, a current cloud backlog of €22.9…
Alphabet's capex guidance of up to $205 billion for 2026 is money paid largely to chip, server, networking and construction suppliers, and the $44.9 billion spent in one quarter was enough to turn free cash flow to…
Wipro's numbers show AI-led deals being signed without yet lifting revenue: large deal bookings grew 12.9% to $1.63 billion, but IT services revenue fell 1.4% on the quarter to $2.61 billion and the guided range of…
TSMC makes the advanced chips designed by Nvidia, AMD, Broadcom and Apple, so its $60-64 billion capex budget is revenue for equipment makers such as ASML and a gauge of how much AI chip supply can grow. The extra $100…
ASML is the only supplier of the EUV lithography machines used for leading-edge AI chips, so its guidance of €43-45 billion in 2026 sales shows how much of chipmakers' capital spending reaches Europe's largest…
Advanced AI at $171 million is under 5% of HCLTech's $3.65 billion quarterly revenue but is growing 62.1% a year against 2.6% for the company overall. The planned outlay of up to Rs 3,500 crore on AI data centres…
Zero duty in the UK improves the price competitiveness of Indian apparel and home-textile exporters, seafood processors, leather and footwear makers, auto-component suppliers and engineering firms against rivals that…
The listing gives US funds direct access to one of the largest DRAM and flash memory makers, whose chips go into AI servers, and the report said the listing is aimed at narrowing its valuation gap with US-listed rival…
As the largest Indian IT services company, TCS sets the tone for the sector's results season. Near-flat constant-currency growth and a margin dip from salary increases show how slow client spending is capping earnings…
TCS is the first large Indian IT exporter to give a running dollar figure for AI work: $2.6 billion annualised, growing 13.6% in one quarter while group revenue grew 2.2%. The $9.5 billion of contract value signed in…
A weaker rupee raises the cost of crude, LNG, fertiliser, electronics and other imports, adding to inflation and squeezing companies that buy in dollars and sell at home, such as fuel retailers, airlines and…
It was the first very large US tech IPO of 2026 and a direct test of investor appetite for alternatives to Nvidia in AI inference chips. The reception is a reference point for listed AI-hardware peers and for AI and…
The debut showed strong investor demand for European semiconductor manufacturing capacity, a positive signal for other technology companies in the Nordic IPO pipeline and for Nasdaq Stockholm as a listing venue. Listed…
The delay gives European software and industrial groups that build AI into their products, such as SAP, Siemens and Dassault Systèmes, as well as medical-device makers, more time and lower near-term compliance…
Sustained foreign selling weighs most on large, foreign-owned stocks such as private banks, IT services companies and other index heavyweights, and adds pressure on the rupee. Domestic mutual fund and insurance buying…
Hyperscaler capex is revenue for chip designers, memory makers, server and networking vendors, and for the utilities, power-equipment makers and contractors building data-centre capacity. The same spending weighs on…
Guidance from India's second-largest IT services company is read as a gauge of sector demand for the year. A low single-digit band, which analysts tied to AI-led pricing deflation, puts pressure on revenue growth and…