AI SPEED BOOST
Google rolls out Gemini 4 Hydrogen with 2.5x speed boost, four reasoning levels
Google has rolled out Gemini 4 Hydrogen, a new artificial intelligence model that completes tasks 2.5 times faster than its predecessor, Gemini 3.8 Flash, as the company looks to improve the speed and efficiency of everyday AI tasks, coding and agentic workflows.
Growing demand, demographics, digital agenda & energy security are long-term and secular tailwinds for India: Macquarie’s Ed Northam
Head of green Investments for the Australia’s largest asset manager said the firm is looking to reboot its India operations. While renewables will remain the biggest focus, industrial energy transition and E-mobility will be other key areas, he said. Since 2005, Green Investments group has deployed over $21 billion across 94 investments worldwide.
Disney, Adobe to co-develop custom AI models tailored for media giant
The move, announced Monday, will start with speeding up project development timelines at Disney's Experiences division, home to its global theme parks, resorts and cruise lines, and for concept exploration at StudioLAB, the innovation hub within Walt Disney Studios.
Japan bond yields rise as safe-haven demand eases after tech rebound
Japanese government bond yields rebounded as recovering technology stocks reduced safe-haven demand following last week's sharp selloff. Strong US jobs data and expectations of further Bank of Japan tightening also influenced investor sentiment across the bond market.
AI data center stocks dip, renewables surge after Democrat sweep in US midterm elections
The Democratic sweep, which included victories in traditional Republican strongholds and key data-center hubs Texas and Georgia, will usher in divided government in Washington and raises the prospect of greater congressional oversight of industries that benefited from Republican control.
AI data center stocks dip, renewables surge after Democrat sweep in US midterm elections
AI data centre stocks declined while renewable energy and healthcare shares rallied after Democrats won control of Congress in the US midterm elections. Investors assessed the possibility of tighter AI oversight and continued clean energy support. Defence contractors and prison operators fell amid concerns over changing government spending and immigration policies.
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After Japan and Korea, now Singapore: UP's big plan to build a foreign-style city near Noida airport; check location, sectors and investment plans
Uttar Pradesh is planning to develop a dedicated 'Singapore City' in Sector 7 near Noida International Airport at Jewar to attract foreign investment and boost regional growth. Following talks between Chief Minister Yogi Adityanath and a Singapore business delegation, the proposed project will focus on logistics, semiconductors, data centres, AI, green energy and modern urban infrastructure.
India’s business owners need to match the global ambitions of Korean and Chinese peers: Gautam Kumra, Chairman of McKinsey's offices in Asia
McKinsey Asia chairman Gautam Kumra discusses why owner-led businesses have outperformed professionally managed and state-owned peers, accounting for $7 trillion of the $14 trillion in market value created by Asia’s top 300 companies over 25 years. He explains the leadership traits that distinguish founders, succession challenges, AI adoption and why Indian businesses must look beyond domestic markets to build global franchises.
US Treasury proposes a rule to crack down on high-tech investments in China, other adversaries
The U.S. Treasury Department plans to enforce a rule limiting high-tech investments in China and Russia. This initiative aims to curb investments that may boost military capabilities in identified countries. The proposed restrictions will apply specifically to investments exceeding $50,000 and exclude many financial options. Treasury will review public comments before finalizing the rule, indicating a longer compliance process. Additionally, the ongoing tech rivalry between the U.S.
Online festive sales start slow as smartphone demand dips; quick commerce extends shopping window
Industry executives and analysts attributed the 7-10% year-on-year (YoY) decline to a slowdown in mobile phone purchases following price hikes, the absence of the GST cut-led demand boost seen last year, and a growing share of seasonal spending shifting to quick commerce.
US stocks: Nasdaq gains 1% at close as investors focus on earnings
The Nasdaq Composite has hit an all-time high, driven by impressive performances from tech giants Nvidia and Microsoft. In contrast, oil prices have dipped, attributed to rising crude exports from the Middle East and backing from the Group of Seven nations. Analysts forecast a notable year-over-year increase in S&P 500 earnings, buoyed by strength in the technology sector.
‘India’s biotech ecosystem holds tremendous promise’: Eli Lilly CEO
Eli Lilly has experienced significant growth, reaching a market capitalization over $1 trillion. The company aims to maintain its leadership in anti-obesity drugs through ongoing innovation and development. With successful trials for drugs like retatrutide and Foundayo, Lilly is expanding its product offerings. The company recognizes the importance of India as a growing market for healthcare investments and partnerships.
Lessons from Chinese AI Firms on Owning Customers’ Habits
As U.S. AI firms compete in an escalating race for superior models, bigger benchmarks, and more advanced features, Chinese companies are pursuing a fundamentally different strategy: embedding AI into users’ everyday habits. The authors argue that this “habit moat” approach may prove more durable than competing on raw capability alone. Whereas Western firms position AI as a destination consumers consciously visit, companies like Alibaba integrate AI into existing routines such as shopping, payments, food delivery, and travel booking, reducing friction until using AI becomes automatic behavior. Once AI capabilities become “good enough,” marginal technical improvements matter less than becoming the default path through recurring customer tasks. The authors outline four strategic imperatives for Western leaders: focus on behavioral cues rather than feature gaps, subsidize customer behavior instead of subscriptions, embed AI invisibly into existing workflows, and optimize for repeat usage rather than first-time adoption. The central warning is stark: AI may not replace employees first—it may instead capture the critical customer moments businesses currently own.
CtrlS, Ciena partner to build high-speed data centre networks across 5 Indian cities
CtrlS Datacenters is partnering with Ciena to create five metro networks connecting nine data centres in India. The networks will provide significant capacity to meet growing demand for bandwidth from enterprises. Ciena's technology will enhance network performance for digital businesses requiring faster data connections.
Don’t Let AI Destroy the Skills That Make Your Company Competitive
Artificial intelligence is often promoted as a force multiplier for organizations, but used carelessly it can erode the very capabilities that make firms competitive. As AI tools become embedded in everyday workflows, employees may rely on them instead of developing judgment, organizations may bury important decisions inside opaque systems, and social interactions that build trust and shared understanding may weaken. This article describes these three risks and shows how companies can respond by protecting critical human skills, preserving decision-making structures, and deliberately rebuilding collaborative spaces. AI should augment organizational intelligence—not replace the human capabilities on which long-term performance depends.
France's Thales urges international framework on AI development
Speaking during a presentation of war-fighting technology amid a debate over the speed of AI development, CEO Patrice Caine told reporters that machines could be kept under control with adequate technical safeguards supported by government oversight.
Heat stress cost India $9 per tonne of CO2 in lost labour productivity in 2025
India experienced significant labour productivity losses due to heat stress in 2025. A study revealed that each tonne of carbon dioxide emitted cost India nine dollars. Globally, emissions caused forty-one dollars in lost labour productivity per tonne. Outdoor workers face the greatest exposure to these dangerous heat conditions. Employers and policymakers must mitigate these damages and protect workers.
Sensex crashes over 1,400 pts from day’s high, Nifty below 23,150. 5 triggers behind Rs 9L cr wipeout
Indian markets faced a notable downturn, witnessing significant erosion of capitalisation. Factors like climbing US bond yields and escalating oil prices heightened inflation fears among investors. Anticipation of a rate hike by the Federal Reserve added to the market's woes. Additionally, growing geopolitical tensions in the Middle East, combined with a thriving IPO environment, intensified the pressure, culminating in a widespread sell-off across various sectors.
Rs 1.13 lakh crore boom in one corner, a bust in another: What changed in the AI trade?
Indian IT stocks surged as calls for a slower pace of frontier AI development eased concerns over disruption to traditional software services. The Nifty IT Index gained 5% on Tuesday, adding Rs 1.13 lakh crore in market value, while power and infrastructure stocks tied to AI buildout declined sharply, highlighting a shift in investor positioning.
Quote of the Day by Donald Trump: 'The claim that ‘AI is going to take over the World’ is a Hoax, just like…'; Why US President dismisses AI risks and hits back at tech leaders over calls for AI regulation
Tech industry leaders are raising alarms about the potential risks of artificial intelligence, urging for governmental regulation. In contrast, Donald Trump brushes off these concerns, comparing them to previous political exaggerations and climate change discussions. A faction of tech executives advocates for cautious AI innovation, while some researchers are deeply worried about the swift progress in AI technology and its potentially dire consequences.
Investors nervous about AI spending slowdown after industry warnings
Recent dire pronouncements about AI potentially endangering humanity were followed over the weekend by calls from AI leaders, including Anthropic CEO Dario Amodei, to slow the rate of advancement and create more time to manage its risks.
BRICS 2026: PM Modi sits down with Putin, talks $100 bn trade by 2030; Plan to deepen defence, energy, nuclear ties
India and Russia agreed to expand industrial collaboration across manufacturing and critical minerals. They aim to reach a $100 billion bilateral trade target by the year 2030. Defence and energy cooperation progress was also reviewed by the two leaders. Discussions included boosting Make in India and reducing the trade gap. Both nations are also exploring joint energy projects and civil nuclear cooperation.
Dell Alienware 15 launched on Flipkart: Redefining mid-range gaming and creator hardware in India
Dell has introduced the Alienware 15 laptop in India via Flipkart, marking a significant step for gamers seeking high-end performance without breaking the bank. The device is packed with cutting-edge CPUs and NVIDIA GeForce RTX 5060 graphics, ensuring an exceptional gaming experience. Accompanied by a stunning 165Hz 16:10 display and sophisticated Cryo-tech cooling systems, this laptop promises reliability and durability, making it ideal for passionate gamers.
7 biggest iPhone 18 Pro, iPhone 18 Pro Max features for the first time on Apple devices: Variable-aperture camera to silicon battery
Apple’s iPhone 18 Pro and iPhone 18 Pro Max introduce several major changes to the iPhone lineup, including a new variable-aperture camera, 2nm A20 Pro chip, C2 modem and updated Dynamic Island. The Pro models also bring more manual camera controls and new technology aimed at improving photo authenticity. Here are seven of the biggest changes Apple has introduced for the first time with the iPhone 18 Pro series, and what they mean for users.
AI boom poses new financial stability risks, BIS head says
The BIS estimates the world's five largest technology firms will invest more than $1 trillion in AI between 2025 and 2026, while industry forecasts suggest global AI investment could grow from about $500 billion now to as much as $4 trillion by 2030.
GPT-6 Astra is here: OpenAI’s new AI model can use computers, browse web and get work done
OpenAI has launched GPT-6 Astra, its newest frontier AI model. This advanced model aims to significantly boost computer use and professional work. Astra can handle complex tasks and make decisions with less human intervention. The model also presents significant cybersecurity capabilities and risks.
Cash no king, but don't stash it: India wants a digital economy, but cash still holds the power of choice
Despite government promotion of digital transactions like UPI and e-Rupee, cash remains prevalent, especially in rural areas and for large-value transactions. While digital payments offer convenience, they have also led to increased cyber fraud and financial exclusion, particularly for women. The article suggests the government's push for digitalization may stem from a desire for control and programmatic payment disbursement rather than genuine welfare improvement.
TSMC plans Kaohsiung site expansion to boost semiconductor testing efficiency
TSMC Vice President of Advanced Packaging Technology and Service Jun He said the company is working with Taiwan's Ministry of Economic Affairs and the Kaohsiung City government on the expansion, which is expected to boost validation efficiency by 25-50 per cent.
The AI founders who walked away from Bezos-backed Prometheus to model the universe
The difference is that this new system is not built for understanding language. It is built for physics, said co-founders Anima Anandkumar and Benedikt Jenik, in an exclusive interview ahead of Tuesday's corporate launch.
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