METAS EFFICIENCY GAP
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.
Banks rethink UPI play; Big Tech's AI pivot dents Indian IT
Happy Wednesday! The return of MDR on UPI is pushing banks to rethink products and budgets. This and more in today’s ETtech Morning Dispatch.
Sugar’s valuation slump; Slice takes a hit
Happy Friday! A91 Partners is backing Sugar Cosmetics in a round that will see the beauty brand’s valuation fall sharply. This and more in today’s ETtech Morning Dispatch.
India Inc leans on hybrid AI strategy: A string of models for cost and control
Indian enterprises are moving towards hybrid AI to balance cost, performance & data sensitivity as frontier open-weight models narrow the gap with proprietary models, writes Tanya Pandey.
India Inc's silence on CJP protests raises uncomfortable questions
India's largest companies face criticism for their silence during recent youth protests. These businesses have contributed to precarious employment conditions for young graduates. Many young Indians feel despair and anger over livelihood issues and exam leaks. Mainstream media, funded by corporate advertising, presented a different narrative. Corporate India's disconnect from Gen Z is evident as protests highlight policy failures.
Meta apologises over lapses; Ola Electric shares surge
Meta apologised for lapses on its platforms during a meeting with IT Secretary S Krishnan. This and more in today's ETtech Top 5.
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‘Nobody should be left alone with a strong drug and a printout’: After Ketto, Kunal Kapoor’s next healthcare bet
After helping families finance critical treatments through Ketto, Kunal Kapoor is now focused on preventing those medical emergencies before they happen.
Psychology says simply spending more time on something doesn't guarantee mastery; researchers studying 44,213 chess players found focused training far outperformed repetition
Forget the 10,000-hour rule; a new chess study reveals focused, feedback-driven practice is key. Researchers found players who reviewed mistakes and took lessons improved 3.6 times faster than those just playing games. This targeted approach, especially for beginners, significantly boosts skill acquisition, suggesting quality of practice trumps sheer quantity for mastery.
Beyond destinations: Why employability trumps all for ambitious Indian students
Indian students and their families are now prioritizing return on investment and career outcomes over institutional prestige when choosing to study abroad. This pragmatic approach, driven by access to information, is leading to a rise in outcome-driven education choices, particularly from Tier 2 and Tier 3 cities.
Shots fired in the AI war: US and China clash over code and control
The US-China AI rivalry has intensified, moving beyond innovation to a battle for talent, IP, and strategic tech. China's blocking of Meta's Manus acquisition and US policy shifts on AI development techniques highlight direct government intervention. This escalating technological competition carries significant global implications as both nations redefine control over AI's future.
Why Meta stock is rallying after Muse Spark launch? Here's what investors need to know about Meta's new AI model
Muse Spark AI model impact on Meta stock: Meta Platforms shares surged following the unveiling of its new AI model, Muse Spark. The company is investing heavily, with significant capital expenditures planned, aiming to enhance its AI capabilities across its platforms.
Can 3 people with AI beat a 1,000-person company? Ex-Meta PM sparks debate
A former Meta product manager proposes a radical shift: organizations built around AI, not just using it as a tool. This AI-centric model, she argues, could allow tiny teams to outproduce massive corporations by sidestepping human workflow inefficiencies. As AI matures, traditional management layers may become obsolete, creating a divide between adaptable and legacy businesses.
India adopting pragmatic approach to regulate AI: IAIRO
India has adopted a balanced and pragmatic approach on AI, avoiding the extremes of lightly regulated US model and heavily compliance-driven framework of the European Union, said an Indian AI Research Organisation official.
AMD stock today soars 10% after Meta’s AI chip deal – will this partnership challenge Nvidia’s dominance?
AMD stock price today: Advanced Micro Devices stock saw a significant jump following a major partnership with Meta. Meta will deploy up to six gigawatts of AMD GPUs for its artificial intelligence infrastructure. This multi-year deal involves custom AMD Instinct GPUs and EPYC CPUs. Shipments are set to begin in the second half of 2026.
Global speech AI struggles to understand India: Report
Leading systems from OpenAI and Microsoft perform poorly. Sarvam models lead in Indian language recognition. This performance gap impacts digital inclusion for millions. The benchmark evaluates real-world speech, including code-switching and regional variations.
ETtech Explainer: What’s Nvidia's Rubin platform, and why it matters for AI
The Rubin platform moves Nvidia from a seller of powerful GPUs to delivering fully integrated AI computing systems. Rubin is made up of six chips, consisting of tightly connected processors and networking components — Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 Super NIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch.
Google works to erode Nvidia's software advantage with Meta's help
The effort is part of Google's aggressive plan to make its Tensor Processing Units a viable alternative to Nvidia's market-leading GPUs. TPU sales have become a crucial growth engine of Google's cloud revenue as it seeks to prove to investors that its AI investments are generating returns.
Nvidia-Google AI chip war heats up as world’s most valuable company ‘delighted by Google’s success’ despite its own stock fall after report of Meta-Google chip deal
Nvidia-Google AI chip: Nvidia is facing increased competition in the AI hardware market as Google aggressively pitches its TPUs to major companies like Meta. While Nvidia acknowledges Google's AI advancements, it asserts its GPUs remain a generation ahead in performance and versatility, powering the vast majority of the AI accelerator market.
India Inc’s GenAI gambit
Some of India’s largest business groups are rethinking growth models using Generative AI tools. However, achieving value at scale remains a challenge, write Himanshi Lohchab and Kalpana Pathak.
Muted Q2 on Wipro's cards; Bumper Apple (iPhone) harvest
Wipro guided for flat growth in IT services after a muted June quarter. This and more in today's ETtech Top 5.
ET Women's Forum: There's no time to doubt the self and think small, says Verix CEO and cofounder Kirthiga Reddy
Kirthiga Reddy, Verix CEO, advises women to overcome self-doubt. She highlights the importance of a supportive network. Reddy notes the underrepresentation of women in startups. She believes AI can bridge the gender gap. Reddy launched 'AI Kiran' to boost women's participation in AI. She encourages women to invest and learn diverse skills.
As H-1B debate heats up, Americans say US doesn't need more foreign workers
Most Americans are against increasing the number of foreign workers via the H-1B visa program. A Rasmussen Reports survey shows 60% believe the US has sufficient domestic talent. This view is strongest among Republicans. Figures like Elon Musk call for program reforms, while others oppose expansion. President-elect Trump supports the program.
Shiprocket launches Copilot to help MSMEs become self-reliant in fast-paced ecommerce landscape
The new tool leverages generative AI to give data-driven insights to ecommerce queries, optimising decision-making and improving customer experience for MSMEs.
Chinese researchers develop AI model for military use on back of Meta's Llama
Chinese research institutions connected to the People's Liberation Army have utilized Meta's Llama model to create an AI tool for military uses. Academic papers reveal that the tool, called ChatBIT, enhances intelligence gathering and decision-making. ChatBIT was optimized for military tasks and outperformed certain other AI models. Meta stated that PLA's use of their model is unauthorized.
India's AI revolution: Balancing technological growth with environmental sustainability
India is investing in AI development with the purchase of 10,000 GPUs. The focus is on creating a sustainable AI infrastructure to balance tech growth with environmental responsibility. Initiatives include energy-efficient data centers, green AI research, and leveraging renewable energy. Policies and incentives are crucial for long-term sustainable growth.
Meta’s Llama 3.1 to support Indian startups with synthetic data generation
Meta, on Tuesday, launched its largest-ever open-source AI model Llama 3.1 405B, and claims to have closed the performance gap with top closed-source models such as Open AI’s GPT-4o and Anthropic’s Claude 3.5 Sonnet. The latest iteration of Llama, which has 405 billion parameters, was trained on a massive 15 trillion tokens using 16,000 of Nvidia’s ultra-expensive H100 GPUs.
How to prevent Big Tech dominance, protect privacy and ensure fair competition
The magnitude, scale and speed at which such platforms operate demand ex ante regulation, if the real interests of consumers are to be protected.
Tech layoffs continue after 'Year of Efficiency'
Analysts and industry experts believe the layoffs would be smaller and more targeted this year, with firms that are racing to catch up in the AI race more likely to make such moves to offset the billions of dollars they are spending on the tech.
Inside Meta's scramble to catch up on AI
For more than a year, Meta has been engaged in a massive project to whip its AI infrastructure into shape. While the company has publicly acknowledged "playing a little bit of catch-up" on AI hardware trends, details of the overhaul - including capacity crunches, leadership changes and a scrapped AI chip project - have not been reported previously.
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