● Neutral for Indian equities
White House forms AI task force to assess technology risks - WSJ
- RBI Governor sees AI valuation correction as India opportunity but flags global risks
- Jensen Huang's net worth crosses $200 billion, becomes world's 7th-richest person as Nvidia shares hit record
- Centre fortifies India’s AI mission with Sovereign Compute Pool amid rising GPU costs
- India's IT companies likely to see sombre H1 FY27 as weakness persists
- Anthropic warns government actions could hurt revenue and customer ties ahead of IPO