AI ADOPTION CHALLENGES
Why cheap stocks offer more safety than strong inflows, says Sundaram AMC MD
Two years ago, seasoned asset manager Anand Radhakrishnan moved from a long, successful stint as Chief Investment Officer (CIO) at Franklin Templeton India to take over as Managing Director (MD) at Sundaram Asset Management Company. In this conversation with Sanket Dhanorkar, he shares his views on the market correction, shift in interest rate cycle, valuations and money flows, and more.
India on right track in AI; firms moving from pilots to production: Oracle's Shailender Kumar
Indian businesses have shifted from AI pilot projects to widespread deployment, discovering tangible benefits. Cost, skills, and infrastructure remain obstacles that companies face in this transition. Oracle India is actively engaging with educational institutions to improve data science training and address skill gaps. Growing data centers are enhancing the country’s AI infrastructure and supporting business needs.
Bad AI cholesterol vs good AI cholesterol
The Magnificent 7 of Big Tech has recently experienced a staggering drop, losing over $1 trillion in collective market value. This decline is fueled by apprehensions regarding spending on artificial intelligence and rampant inflation. As challenges loom for AI investments—particularly in legal and borrowing contexts—investors must now navigate a landscape where distinguishing between thriving and failing AI projects is crucial.
Investors in other markets would be envious of India multiples: Rich Handler, chief executive of Jefferies
Jefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capital gains taxes could attract foreign investors. He sees opportunities in India's AI and data centre sectors, argues that global capital outflows reflect external pressures, and believes concerns about an AI bubble warrant a healthy pause rather than alarm.
Karnataka to train 5,000 government school teachers in AI literacy under JanAI initiative
Chief Minister D.K. Shivakumar announced the programme at the Namma Shaale, Namma Javabdarievent at Vidhana Soudha on November 4. The 12-month initiative, scheduled to run from January to December 2027, will be implemented by the Head Held High Foundation in collaboration with the Department of School Education and Literacy.
AI will level the playing field for SMBs competing with larger businesses: Oracle NetSuite’s Amit Suxena
Suxena said that a massive technological revolution is underway and these are exciting times for new businesses, start-ups, and companies looking to expand.
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Musk stocks lose $120 billion as Democrats’ Texas win rattles investors
Tesla and SpaceX lost more than $120 billion in combined market value after Democrats scored major election victories in Texas and across the US. Investors are concerned that a Democrat-controlled Congress could increase scrutiny of Elon Musk’s businesses, complicate a potential Tesla-SpaceX merger and create fresh regulatory hurdles.
AI turns cyber threat into boardroom crisis
In India, State Bank of India disclosed that 375,000 customer records had been leaked on the dark web, while vulnerabilities in eMudhra’s digital certificate keys exposed websites to potential attacks.
Sam Altman becomes Ram Altman: OpenAI CEO accepts suggestion, changes display name on X
OpenAI CEO Sam Altman has changed his display name on X to "Ram Altman" after facing online criticism over his remarks about the use of Random Access Memory (RAM) in personal computers. The controversy started after his appearance on the Cheeky Pint podcast, where he questioned whether allocating large amounts of memory to individual desktop and laptop users was an efficient use of limited global supplies.
Beyond ‘no subscription’, NeoSapien sees a paid future for advanced AI features
The Bengaluru-based AI wearables startup is exploring another funding round in early 2027 but its CEO said there was no pressure to raise capital because its cash burn remained low and capital from earlier round was still in the bank.
India's data centre capacity set for 5x surge by 2030
By March 2030, India’s data centre capacity is projected to soar to 7.5 gigawatts, fueled by escalating demand from global hyperscalers and the emergence of generative artificial intelligence. However, challenges such as power infrastructure and project execution timing loom large. To mitigate these risks, pre-commitments and long-term contracts are essential, alongside the industry's flexibility to adapt to changing computing needs, which will dictate its future profitability.
Indian companies trust AI with greater autonomy but struggle to prove financial returns: Report
Indian companies are shifting towards AI-driven processes to enhance operational efficiency, but there's a catch. Despite the optimistic outlook from leaders regarding AI's capabilities, many are skeptical about the financial gains. A large portion of enterprises neglect to assess the monetary value of their AI investments, facing hurdles such as system integration and data coherence. It's crucial for organizations to move beyond trials and start quantifying AI’s economic impact.
Why is Microsoft borrowing $25 billion after offering buyouts to 60,000 employees?
Microsoft 25 billion bond sale: Microsoft is raising $25 billion through a bond sale as AI infrastructure costs rise, days after offering voluntary buyouts to nearly 60,000 employees. The company expects up to 3,000 employees to accept the exit offer as it prepares to spend $175 billion on capital expenditure in 2026.
Decoded: Will AI agents outlast the hype?
Krish Ramineni, founder of AI note-taking company Fireflies.ai, said consumers were experimenting with applications ranging from shopping and price comparisons to booking flights and hotels, making restaurant reservations, managing bills and subscriptions, and seeking refunds.
India’s small companies need to see AI as more than an artificial promise
India MSME news: India's micro, small and medium enterprises are exploring the adoption of artificial intelligence to enhance productivity. AI is expected to generate significant economic value for these enterprises in manufacturing and services sectors. Various challenges remain regarding the integration of AI into existing workflows and overcoming cost barriers. Collaborative efforts among industry bodies, technology providers, and the government are essential for facilitating this transition.
ET Product of the Year Awards 2026: Categories recognising products driving market impact
The Economic Times Product of the Year Awards 2026 celebrate cutting-edge innovations that make a substantial difference in the market and attract customer loyalty across diverse industries. Categories feature Enterprise SaaS, FinTech, Cybersecurity, as well as consumer goods such as banking solutions and smartphones. Judging criteria prioritize market presence, adoption rates, creativity, and execution excellence, with an emphasis on quantifiable achievements.
India-France defence ties poised for new phase, with 114 Rafales in focus
India and France are advancing their defence relationship with proposals for new fighter aircraft and submarines. The two nations are collaborating on advanced technologies and strategic partnerships essential for regional security. As the global security landscape evolves, India aims to enhance ties with trusted allies like France. The Horizon 2047 Roadmap outlines a vision for future cooperation across various sectors.
ET Wealth Expo: How should investors deploy Rs 10 lakh over next 10 years? Prateek Agrawal of Motilal Oswal AMC explains
Investors building a Rs 10 lakh mutual fund portfolio with a 5-10 year horizon should focus on growth-oriented strategies and consider diversifying across two fund managers, says Prateek Agrawal of Motilal Oswal AMC. He highlights flexi-cap funds, emerging sectors and AI-linked businesses as opportunities, while advocating focused investing and a mix of growth and value strategies.
Uttar Pradesh to launch state Quantum Mission, steps up push for AI and robotics
The state of Uttar Pradesh is gearing up to launch a transformative Quantum Mission, poised to bolster its technology framework. By focusing on quantum technology within a broader digital transformation agenda, the initiative aims to ignite innovation. At the ETGovernment AI Vision Conclave, leading industry figures explored the adoption of AI, investment avenues, and workforce readiness.
Is India prepared to tackle 369 million cybersecurity incidents and AI challenges ahead?
India experienced a notable increase in cybersecurity incidents which has raised concerns over its infrastructure and talent shortages. The adoption of AI is rising, yet the country lags behind others in global rankings. Challenges related to AI, such as data protection and algorithmic liability, are becoming more complex. To address these issues, comprehensive regulatory frameworks and national legislation are urgently needed.
How should companies measure performance when AI does part of the work?
As AI becomes part of everyday work, companies are reconsidering how they assess employee performance. Measuring output alone may overlook the quality of decisions, the ability to verify AI-generated work, and the value employees add beyond what the technology can produce.
Google shares crash 13% after $9 billion cash burn sparks AI spending fears
Alphabet shares crashed 13% as third-quarter earnings missed expectations due to heavy AI spending and slowing search ad growth. Net profit fell 25% to $26.17 billion despite a 25% revenue jump to $127.58 billion. Negative free cash flow of $9.1 billion and surging capital expenditure raised market concerns.
Meet Lukas Biewald, who lost his CEO role at his first startup; how an unpaid internship at OpenAI helped him build an AI company behind a karate studio that sold for $1.7 billion
After reportedly leaving the CEO role, Lukas Biewald felt that he needed to strengthen his technical knowledge as deep learning advanced. He then spent time building robots, experimenting with TensorFlow in a Raspberry Pi and studying neural networks. He taught introductory deep-learning classes to thousands of engineers, which helped him understand the problems developers faced when building AI models.
Microsoft, Oracle outshine Alphabet as investors demand AI returns
Wall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on strong cash flow prospects, while Alphabet shares plunged amid rising capital expenditure and slower search growth. Investors are prioritising sustainable returns, profitability and cash generation over aggressive artificial intelligence infrastructure expansion.
Amid layoffs, Sam Altman has an advise for MBA grauates that can keep them employable for a longer period
OpenAI CEO Sam Altman has urged MBA graduates to explore new opportunities created by artificial intelligence instead of following outdated career trends. Amid layoffs and concerns over AI replacing jobs, he believes technological disruption could create opportunities for entrepreneurs and professionals willing to adapt.
Google Cloud showcases AI tools to help Indian SMBs boost productivity, automate operations
The demonstration took place at Cloud Day India 2026 in New Delhi, which was attended by more than 600 business and technology leaders. The event was held under the theme 'Any size. Every scale. AI that works for you'.
87% of India CEOs confident of growth despite cyber, geopolitical risks: KPMG
Nearly 87% of Indian CEOs are confident about their companies' growth prospects in the next three years. They are increasing investments in cybersecurity to mitigate risks associated with growing threats. Attracting and retaining employees remains a major challenge along with skill gaps. Additionally, 66% of CEOs say sustainability is integrated into core strategies for future growth.
Nearly 60% of firms yet to move AI beyond pilots as deployment remains key challenge: Report
Nearly 60 per cent of organisations surveyed remain in the exploration or pilot stages of artificial intelligence (AI) adoption, with only around 40 per cent having moved to production or scaling, highlighting the challenge businesses face in deploying AI across their operations, according to a report by Citi Institute.
Is the AI boom real or a bubble? Nikhil Kamath asks Silicon Valley founders
The artificial intelligence industry has attracted significant investments, reaching unprecedented valuation levels amid concerns. Discussions among technology founders revealed a gap between AI spending and revenue generated. Experts highlighted the need for improved computing infrastructure to support AI growth in India. There are opportunities for AI businesses to develop globally competitive models addressing local needs. The future economic benefits of AI must match substantial investments to avoid potential market pressures.
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