Nvidia results signal strong AI spending, but questions on returns grow: Jefferies

Nov 21, 2025

Nvidia's latest results confirm that spending on artificial intelligence (AI) remains strong, underlining continued confidence in the technology's growth potential.

Anthropic may report first operating profit in June quarter: Report

May 21, 2026

The operating profit in June may not extend for the entire year as the company ramps us spending for its AI compute requirements.

AI driving credit risk, may threaten jobs and tax revenues in developed economies: Fitch

Jul 01, 2026

Artificial intelligence (AI) and heavy digital infrastructure spending are emerging as key global credit risks, with AI expected to boost efficiency but also threaten...

Tech giants ramp up AI spending, but returns remain uncertain: Jefferies

May 01, 2026

The report, titled "The mother of all capex cycles", highlights that AI-related capital expenditure by major US tech players could reach about USD 700...

IT services growth to stay range-bound at 3 per cent as AI deflation pressures margins, mid-tiers better placed says Kotak

Apr 29, 2026

The Indian IT services sector faces a prolonged phase of slower growth and margin pressure as AI-driven budget shifts crowd out traditional services spending,...

India leads global AI confidence; 93% firms expect AI returns within 3 Years

Nov 24, 2025

Indian firms are investing an average of USD31 million in AI this year, exceeding the global benchmark of USD 26.7 million. Spending spans...