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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.

    Bigger cheques, fewer winners in India’s AI boom

    Indian AI startups raised $1.6 billion in funding during the first nine months of 2026. While AI infrastructure attracted significant investments, application startups faced declining funding and challenges in securing customers. Large transactions constituted most of the total funding, highlighting a disparity in investment distribution.

    Anthropic IPO 2026: Anthropic's $81 billion revenue run rate is a big number, but its future spending tells another story. The Claude maker has nearly $900 billion in computing commitments as it prepares for a Nasdaq listing under the ticker ANT. Its proposed IPO could value the company at up to $1.4 trillion. Can its revenue growth justify that price?

    How China gets the Nvidia chips it needs to develop AI

    Nvidia's dominance in the global AI chip market has come under scrutiny as US export restrictions fail to fully prevent China from accessing advanced processors. Chinese firms are reportedly obtaining Nvidia chips through smuggling and overseas data centres, while domestic players such as Huawei race to develop competitive alternatives.

    AI is entering the boardroom, warehouse, and checkout. Are businesses ready?

    The AI Business Transformation Masterclass & Awards 2026 at IIM Bangalore will focus on integrating AI into businesses on 19 November. The program features sessions on enterprise AI frameworks, real-world use cases, and discussions on Agentic AI in finance, physical AI applications, and contextual commerce, culminating in the ET Most Innovative AI Product Awards.

    Is AI selloff a window to buy? Morgan Stanley sees multiple buying opportunities on Wall Street

    Morgan Stanley sees the recent AI stock selloff as an overreaction and recommends selectively buying the dip across hyperscalers, semiconductor and infrastructure companies. The brokerage expects some US data centre projects to shift from 2028 to 2029 following Democratic election victories, potentially extending the AI capital expenditure cycle and reshaping investment opportunities.

    The Economic Times
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