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ET AI Business Transformation Masterclass heads to IIM Bangalore to decode enterprise AI adoption
The AI Business Transformation Masterclass & Awards 2026 at IIM Bangalore will feature leaders from IndusInd Bank, PhonePe, PepsiCo, Shadowfax, Myntra, Shopify, NVIDIA and other organisations. Sessions will cover agentic AI, voice technology, supply chains, contextual commerce and physical AI, followed by the ET Most Innovative AI Product Awards 2026.
Qcomm’s Diwali boost; Energy startups attract funds
Happy Wednesday! Quick commerce powered a strong festive season for D2C brands. This and more in today’s ETtech Morning Dispatch.
Israeli AI security startup Bay raises $50 million
Bay says it addresses a primary barrier to AI adoption by "allowing autonomous agents to perform business-critical work safely while enterprises retain control and accountability at scale".
Cognizant commits over 25,000 professionals to Anthropic's Claude delivery
The group is focused on execution excellence, transformation and client success, with the scale to take AI from pilot to production across enterprises' core operations, the Nasdaq-listed IT company said.
Meet CEO Jensen Huang’s daughter Madison Huang and her husband Nico Caprez, both Nvidia employees. She is seen as potential successor to her father
Jensen Huang's recent affair admission has brought attention to his leadership and Nvidia's future succession plans. His daughter Madison Huang, who leads product marketing for the company's physical AI business, and son-in-law Nico Caprez, vice president of global AI infrastructure growth, both hold senior positions at the chipmaker. With Madison previously discussed as a potential successor, here is a closer look at their careers and what Huang has said about his eventual replacement.
India’s product landscape is changing: Which products are setting the benchmark across technology, finance, and consumer markets?
The ET Product of the Year Awards 2026 showcase India's rapidly growing product ecosystem by honoring groundbreaking innovations across diverse sectors such as enterprise technology, financial services, and consumer markets. These awards place emphasis on products that have made a significant market impact, gained customer adoption, and demonstrated exceptional innovation, motivating companies to present their tangible successes and contributions to the industry.
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Claude Fable 5.2, Claude Mythos 5.2: Anthropic unveils new AI models, check features, speed, price, release date
Claude Fable 5.2 targets coding, reasoning and AI agent tasks, while Claude Mythos 5.2 targets approved cybersecurity and life-sciences research applications.

Human, all too human: More than whether Jensen Huang can survive the scandal, can Nvidia survive Jensen Huang?
Nvidia's co-founder Jensen Huang has acknowledged an extramarital affair which has raised security concerns. He reportedly engaged with a Chinese businesswoman who may have influenced his lobbying efforts. Nvidia has initiated an independent investigation regarding these allegations and their implications. Although personal scandals might impact reputation, Huang's leadership is currently deemed important for the company's future. Nvidia's board maintains confidence in Huang as they navigate this challenging situation.

Sebi approves 6 IPOs including Mahanadi Coalfields, Veritas Finance and Sagar Defence. Check details
Sebi has granted approval for initial public offerings from six companies across various sectors. Companies like Mahanadi Coalfields and Sagar Defence Engineering are set to enter the stock market soon. The IPOs include both offers for sale and fresh issue components to raise significant funds. These approvals come amid increasing investor interest in diverse industries such as defence and pharmaceuticals.

Stock Picks of the Week: 5 stocks with consistent score improvement and upside potential of up to 35% in 1 year, according to analysts
The market weathered a whole bad patch with almost no FPI money coming in. But it cuts the other way too. When so little has been flowing in, even a small amount of FPI buying can move the market more than it normally would. That said, the mood has turned from bearish to cautiously optimistic, thanks largely to dropping oil prices. None of that changes your basic job as an investor: Study companies, look at earnings, and keep quality front and centre.

US Secretary of State Rubio warned Trump of Jensen Huang's ties to alleged Chinese spy: Report
Amid rising concerns, Nvidia's board is scrutinizing CEO Jensen Huang due to alleged espionage tied to his connection with Alice Huang, a businesswoman from China. US Secretary of State Marco Rubio previously cautioned about the implications of their association. It has come to light that Alice Huang's firm could be involved in unlawful smuggling of Nvidia products. However, Nvidia reassured that its operations will remain unaffected during this inquiry.

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.

Meet Marcin Kleczynski, who was 14 when a computer virus led him to start a side hustle; how did he turn it into a multi-hundred-million-dollar company?
Marcin Kleczynski was not initially an experienced professional programmer. He taught himself coding using online communities and programming resources. He started developing malware-removal utilities to tackle infections that many antivirus products were missing. His early work included a tool that helped remove rogue security software. One of the people he connected with through an online security forum was Bruce Harrison, who later became his business partner.

MobiKwik shares jump 4% as RBI approves NBFC licence; co targets Rs 5,000 crore loans
MobiKwik shares gained on Friday after the RBI granted its subsidiary a licence to operate as an NBFC, enabling the fintech company to enter direct lending. MobiKwik plans to disburse Rs 5,000 crore in loans over the next three to four years, targeting consumers and MSMEs through secured and unsecured products.

These large-, mid- and small-cap stocks have upside potential of up to 31% in 1 year, according to analysts
In the last two years, the world has learnt that you can never quite predict what US President Trump will do next. Tomorrow, to pull attention one way or another, there could well be some more action against Iran, changing the mood again in a single afternoon. So, the improvement in sentiment is real, but it is also fragile.

The man behind Lord’s Mark: Dr. Sachidanand Upadhyay features in TIME Magazine for the third consecutive year
Dr. Sachidanand Upadhyay has gained recognition from TIME Magazine for his remarkable contributions to technology and innovation. Lord’s Mark Industries Limited is spearheading key projects in healthcare, defence, and sustainability. With critical product registrations achieved, the company is poised for international growth. Upadhyay envisions transforming India into a prominent technology and manufacturing hub, emphasizing the importance of homegrown innovation in the global marketplace.

AI, data, cybersecurity lead tech hiring with 30.3% share in September quarter
In India, the demand for roles in AI, data, and cybersecurity within Global Capability Centers (GCCs) has surged, even amid a slight overall hiring decline. AI and data professional roles saw a 14% increase quarter-on-quarter, while cybersecurity positions grew by 12%. Notably, tier-2 cities like Coimbatore achieved a remarkable 30% growth. By 2030, the GCC workforce in India is projected to reach between 2.7 and 2.8 million.

GPU bidding norms eased; Lenskart CEO on profitability
Happy Thursday! Govt has lowered entry barriers for GPU bidders, but pricing concerns remain. This and more in today’s ETtech Morning Dispatch.

Lenskart, Nykaa, PhysicsWallah see Q2 profits surge
New-age companies Nykaa, Lenskart, and PhysicsWallah reported strong numbers for the September quarter. This and more in today’s ETtech Top 5.

Four UK universities in India offer early recruitment access to 250 postgraduate students graduating in 2027
Four UK universities operating campuses in India are scheduling a placement week for postgraduate student recruitment. This initiative allows employers to interview candidates before graduation and streamline hiring processes. Students participating have an average of 2.4 to three years of work experience across multiple industries.

70% of global business leaders report rising risk exposure amid AI, geopolitical disruptions: KPMG
According to the report, 56% of respondents said external disruptions involving geopolitical, energy, cyber, trade or climate-related factors would cause severe operational disruptions or significantly affect their organisations' costs and performance over the next three to five years.

Awfis Space Solutions shares rally 13% after Q2 profit jumps 94% YoY, revenue rises 20%
Awfis Space Solutions shares rallied after the company reported 94% year-on-year profit growth and a 20% rise in Q2 FY27 revenue. Strong seat sales, premium workspace expansion and enterprise demand supported its operational performance, even as FIIs and mutual funds trimmed stakes.

L&T Finance Pitch Point 2.0: Where an AI startup’s big idea meets enterprise scale
Pitch Point, L&T Finance’s contest for AI startups, is back for a second edition. Last year’s winners, Arrowhead AI and SpoofSense, talk about what they got out of it and what they would tell this year’s new applicants.

AI deployment accelerating, but enterprises becoming more discerning: Freshworks CEO Dennis Woodside
The Nasdaq-listed software-as-a-service (SaaS) company reported a 14% year-on-year increase in revenue to $245.4 million for the July-September quarter, marginally ahead of its guidance. Net profit stood at $18.3 million, compared with a loss of $4.7 million in the year-ago period.

Why are companies restricting AI access to employees
Goldman Sachs, Uber, JPMorgan and Nvidia are some of the global firms that have restricted their employees’ usage of AI tools

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.

Tata Motors-Iveco will focus on building a global CV business: N Chandrasekaran
Tata Motors announced its acquisition of Iveco Group to enhance its global commercial vehicle operations. The $4.32 billion deal aims to improve growth and diversification rather than consolidation. This merger combines their strengths across different markets and technologies to increase revenue and sales volume. Both companies will collaborate on electric vehicles and components, leveraging Tata's extensive distribution network.

These 11 private and public banking stocks have an upside of up to 33% in 1 year, according to analysts
It is too early to read a lot into the divergence seen in the stock price movements of private and PSU banks on Tuesday. Neither can it be said with any certainty that it had anything to do with FII buying. Against this background, remember: For any investor interested in the banking sector, the price movements should matter less than what the overall Q2 performance of both private and PSU banks reveals.

Deep use cases vault India to ChatGPT’s top global market: OpenAI's India MD
During a visit to India last year, the ChatGPT maker’s cofounder Sam Altman said that India was the fastest growing market for the frontier lab and was already the second largest in terms of users globally. Market estimates had earlier put the India user base at 100 million.
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