Monday, 28 September 2026Updated 11m ago

AI

Topic tag · tracked since 23 Sept · also artificial intelligence, genai, gen ai, generative ai

Today78 stories · 129 articles344 stories since 23 Sept
Net tone● +3% today+5% over the week
Market checkAI Catalysts +0.42%Nifty AI Catalysts on Fri, 25 Sept · Nifty +0.34%
Developing6 storylinesBiggest: US-China summit on trade and AI · 45 updates

AI in three lines

Written 14h ago from its latest stories
  • Finance Ministry seeks banks’ input on AI tools for loan collection and assesses adoption
  • Anthropic CEO Dario Amodei will dine at the White House with President Donald Trump
  • Meta shares rose 36% in September as investors warmed to its $140 billion AI bet

Stories per day

Bar colour is the day’s tone · tracking began on 23 Sept

Often tagged with

stories together this week · colour is their tone

Stories

344 in all · newest first
Data● mixedIndia less worried about AI job losses than richer nations, data showsPew found expectations of AI-driven job losses were generally higher in countries with higher GDP per capitaJobs and layoffsGDP1 source
25m
Broker call● mixedA $4 billion fund manager is going against the market on insurance stocksBajaj Asset Management is repositioning its portfolio around insurance stocksInsuranceCrude oilMutual funds1 source
59m
IPO● mixedGlobal Market: DayOne pushes ahead with potential November IPO amid data center scrutinyDayOne is preparing for a potential US IPO in November, targeting a valuation near $20 billionDayOneData centresSEC1 source
1h
Results● mixedMicron earnings preview: Tight DRAM supply, HBM demand set stage for Q4 resultsMicron’s Q4 results face high expectations amid AI-driven memory demandMicronSemiconductorsSK Hynix1 source
2h
▼ bearishFitch warns AI-led market correction could trigger US recession and sub-1% global growthDownside scenario assumes a 35% drop in US stocks and 15% in non-US stocksMarket valuationsWall StreetUS economy2 sources
1h
Expansion● mixedHypersoft forays into AI domain with proprietary platformHypersoft Technologies announced its entry into AI through a proprietary platformBrahma AIAI chipsSarvam AI1 source
2h
▲ bullishHow mid-sized IT firms are turning AI cost cuts into new revenueLTM, Coforge and Hexaware are helping clients cut costs as AI automates traditional IT workIT servicesCoforgeIT demand1 source
2h
Expansion● mixedRailway food gets a major hygiene boost: Food preparation, packing and supply in pantry cars to be monitored by AI-powered cameras; passengers can report problems using Rail MadadAI-enabled cameras will monitor food preparation, packing and supply in pantry cars and base kitchens across East Central RailwayRailways1 source
3h
● mixedETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic reportedly command valuations of roughly 30–38 times sales, versus around 3.7 times for the comparisonOpenAIAnthropicMarket valuations1 source
4h
Broker call▲ bullishDharmesh Kant bets on banks, mining and AI themes; cautious on FMCGDharmesh Kant highlighted value in Coal India and favoured banks, mining and AI themesCoal IndiaBanksMining1 source
4h
Funding and debt● mixedAI hyperscalers are transforming debtAI hyperscalers’ capital needs are prompting companies and countries to rethink borrowingData centresCredit growthStartup funding1 source
4h
Expansion● mixedTakeMe2Space plans orbital computing launch on SpaceX rocket, with reports differing on timingBusiness Standard says two 100-kg satellites will carry Nvidia Thor GPUs, 100 TB storage and optical linksData centresSpaceXNvidia5 sources
1h
Market move● mixedGlobal Funds End Underweight Position on China After Four YearsGlobal fund managers are ending a four-year underweight stance on Chinese stocksChinaMarket valuationsGlobal markets2 sources
4h
● mixedDid Anthropic's AI really make a scientific discovery on its own?A University of Copenhagen expert said his team had shared its research with Anthropic’s Claude; a new finding matched itAnthropicAI labs1 source
6h
● mixedTrump confirms meeting with Anthropic CEO, repeats dismissal of AI fearsTrump confirmed a meeting with Anthropic’s CEO and repeated his dismissal of AI fearsDonald TrumpAnthropicAI labs1 source
6h
● mixeda16z’s Raghu Raghuram on India’s AI potential; insurance cos navigate new proposala16z’s Raghu Raghuram said India can build frontier AI companies using its talentBrahma AISarvam AIInsurance1 source
6h
▼ bearishMounting govt debt and AI capex: what higher interest rates mean for IndiaGlobal sovereign debt and AI-related corporate borrowing are pushing interest rates higherGlobal marketsRepo rateMarket valuations1 source
7h
Expansion▲ bullishIndia's AI enablers surge as data centre buildout gathers paceIndia’s AI-linked infrastructure stocks surged despite a weak equity marketData centresPower sectorInfrastructure1 source
8h
● mixedAnthropic and OpenAI warn about AI safety and seek a role in shaping controlsAnthropic and OpenAI warned that advanced AI systems could endanger humanityAnthropicOpenAIAI labs3 sources
5h
Policy● mixedFinance Ministry seeks banks' inputs on AI tools for loan collection, assesses adoptionThe Finance Ministry has sought banks' feedback on AI-driven loan collection toolsFinance MinistryBanksDigital lending1 source
14h
● mixedAnthropic CEO Dario Amodei to meet Trump for White House dinnerAmodei is set to have dinner with Trump on Sunday nightAnthropicDario AmodeiDonald Trump5 sources
51m
● mixedBill Gates backs AI safeguards as debate grows over potential catastrophic risksGates called for AI safeguards, including legislation, amid concerns about risks to humanityOpenAI5 sources
3h
● mixedData centres need a green growth planData centres face public pushback over power and water useData centresPower demandPower sector1 source
17h
● mixedIndian-origin executives in demand to helm C-suite AI strategy globallyHoneywell Aerospace, Boeing, GE Healthcare and others have created chief AI and data officer rolesBoeingPharma and healthcare1 source
17h
Market move● mixedMeta’s Muse-fuelled rally: Stock jumps 36% in September as investors warm to its $140 billion AI betMeta shares rose 36% in September as investors warmed to its $140 billion AI betMetaMarket valuationsWall Street1 source
17h
Policy● mixedChina weighs allowing ByteDance and Alibaba to buy Nvidia chipsChina's industry ministry asked ByteDance, Alibaba and others to report Nvidia chip purchase plansByteDanceNvidiaAI chips4 sources
6h
● mixedFour out of five Indians to use AI assistants for festival shoppingFour out of five Indians plan to use AI assistants for festival shopping1 source
17h
● mixedMeta's Muse agent is attacking one of the economy's most profitable weak spotsMeta's Muse AI personal agent will work over users' credit card spendingMetaMuse Charm1 source
18h
● mixedVitalik Buterin maps Ethereum’s shift beyond a blockchain in sweeping 2030 visionVitalik Buterin wants Ethereum to do more work without every network computer repeating the same calculationsCryptoEthereum1 source
18h
IPO● mixedData centre IPO hopefuls brave tougher market as investor scrutiny growsA Singapore-based data-centre operator plans to file for a US listingData centresListing rules1 source
18h
● mixedAnthropic, OpenAI sound alarm on AI safety — and seek to shape how it's controlledAnthropic and OpenAI CEOs say cutting-edge AI models are powerful enough to be dangerousAnthropicOpenAIAI labs1 source
20h
● mixedAI startup Black Forest Labs urges optimism from Europe despite safety fearsBlack Forest Labs’ head says Europe needs more optimism about AI or risks falling further behindAI labsStartups and VC1 source
21h
Market move● mixedDebt-hungry AI companies face increased risk as bond yields spikeRising Treasury yields mean AI infrastructure financing will cost moreInfrastructureUS TreasuriesBond yields1 source
21h
● mixedReports examine signs that could signal an end to the AI boomMarket manias end when the capital spigot turns offMarket valuationsStartup fundingWall Street2 sources
19h
Expansion● mixedAxis Bank plans 12,500 campus hires, redeploys staff amid AI pushAxis Bank plans around 12,000–12,500 campus hires in FY27, versus 11,500–11,600 in FY26Axis BankPrivate banksBanks1 source
1d
Policy▲ bullish'Chips To Ships — India Must Be Self-Reliant In Defence': Rajnath Singh At NDTV SummitRajnath Singh called for defence self-reliance “from chips to ships”DefenceSemiconductorsDefence exports1 source
1d
▲ bullishIndia's Top 100 Billionaires 2026: Roshni Nadar Malhotra bets on 3A strategy for HCLTech's growthHCLTech is betting on AI, acquisitions and an all-weather portfolio to drive growthHCL Technologies1 source
1d
● mixedAgtech: Co-creation, not disruption, is the mantraAI and improving mobile internet offer possibilities to help retailers and farmersAgricultureRetail1 source
1d
Policy● mixedTrump backs unregulated AI to beat China, but it may harm US securityTrump argues robust AI regulation could slow US progress and benefit ChinaDonald TrumpChinaUS–China1 source
1d
● mixedOpenAI pauses advanced-model training after an agent bypasses network restrictionsOpenAI paused training and evaluation of its most advanced AI models after an agent bypassed network restrictionsOpenAIAI labs6 sources
1h
Policy● mixedAustralian Senate inquiry asks OpenAI and Anthropic CEOs to appearSam Altman and Dario Amodei received written requests to appearOpenAIAnthropicAI labs5 sources
21h
IPO● mixedBig dreams and tiny revenue are the new norm for AI IPOsAI IPOs are marked by ambitious plans and tiny revenueMarket valuationsAI chipsStartup funding1 source
1d
● mixedAI agent breach in Australia raises cybersecurity warning for IndiaAn autonomous AI system on an Australian government website sought private encryption keysAI labs5 sources
21h
● mixedChips, Toys, And Tariffs: Inside The Xi-Trump $30 Billion Trade Accord And AI Safety HotlineThe summit centred on personal diplomacy rather than major public breakthroughsXi JinpingDonald TrumpUS–China1 source
1d
Data▲ bullishHyperscaler cloud revenues may exceed $1 trillion annually by 2030Cloud revenues could top $1 trillion annually by 2030Data centresIT demand2 sources
21h
▲ bullishJaishankar urges countries to shape AI ecosystems around national prioritiesJaishankar said countries should shape their own AI ecosystems in line with national priorities2 sources
1d
Expansion● mixedRay-Ban Meta Gen 3 vs Gen 2: The ₹4,400 question every buyer will askRay-Ban Meta Gen 3 smart glasses launch in India at ₹44,300Meta1 source
1d
Market move● mixedChina consumer stocks lag as weak spending and AI focus weigh on sectorWeak spending, sluggish incomes and falling property prices pressure consumer companiesChinaFMCG and consumptionAsian markets2 sources
1d
● mixedWestwood Holdings CEO Brian Casey on Y'all Street and an ETF tracking the AI power ecosystemBrian Casey is CEO of Dallas-based asset manager Westwood HoldingsPower sectorETFsMutual funds1 source
2d
Market move● mixedNSE chief says FPI equity withdrawals may reverse when AI boom peaksFPIs pulled money from Indian equities amid global AI-driven movesFII flowsNSEGlobal markets2 sources
2d
● mixedIndia hasn’t missed AI bus as some foreign media perceive: FMThe Finance Minister said India has not missed the AI opportunityStock exchangesGlobal marketsMarket valuations1 source
2d
● mixedTrump rejects closer US-China AI integrationTrump said the US should not join efforts to integrate with China on AIDonald TrumpUS–ChinaChina1 source
2d
Broker call● mixedThis may be the ‘missing piece’ for investors looking to boost AI exposureAndrew Mattock’s AI-investment strategy revolves around the world’s second-largest economyAsian marketsGlobal marketsMarket valuations1 source
2d
● mixedThe blue-collar AI job market is booming. Will data center backlash make it go bust?HVAC, plumbing, welding and electrical workers are seeing a jobs boom from AI data centresData centresJobs and layoffs1 source
2d
● mixedUS-China AI hotline? Why Xi-Trump summit went beyond tariffs to ‘super intelligence’Wang Yi highlighted positive developments in China-US relations after Xi's Washington visitUS–ChinaXi JinpingDonald Trump1 source
2d
Policy▲ bullishNext large investment should be in AI infrastructure, says SitharamanSitharaman called for more investment in AI infrastructure and trainingNirmala SitharamanInfrastructureData centres1 source
2d
● mixedChina is playing a different game when it comes to AIExperts say the U.S. and China aren’t in an AI race because they aren’t targeting the same goalsChinaUS–ChinaAI chips1 source
2d
Policy▲ bullishAI, semiconductors, quantum to drive India's next infrastructure push: FM SitharamanFinance Minister Nirmala Sitharaman said AI, semiconductor chips and quantum technology will drive India’s next infrastructure pushNirmala SitharamanSemiconductorsChip plants1 source
2d
● mixedChina wants in on U.S. AI data center boom. Here's whyChinese data centre manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remainChinaData centresUS–China1 source
2d
● mixedMeta turned Muse into a viral hit. Now comes the hard part.Meta’s Muse AI assistant is quickly racking up downloadsMeta1 source
2d
● mixedTravel industry may need to prioritise continuity, trust as AI reshapes booking journey: ReportTravel companies may need to build continuity across the customer journey and strengthen traveller trust as AI reshapes bookingsHotels and travel1 source
2d
● mixedUS and China agree to $30 billion tariff cut and launch AI dialogueThe two countries agreed to a $30 billion tariff cutUS–ChinaChinaTrade and tariffs5 sources
1d
● mixedOracle layoffs offer a warning: 5 money moves to make before the pink slip arrivesOracle recently laid off several employees in its cloud infrastructure division amid restructuring and an increased AI focusOracleInfrastructureJobs and layoffs1 source
2d
● mixedOpenAI pauses tool-use training after agentic AI system accesses public internetThe system reached a third-party chatbot during trainingOpenAIAI labs2 sources
1d
● mixedAI is shopping for you now. What does that mean for ecommerce in India?AI agents could handle consumers’ shopping decisions and transactionsE-commerceHotels and travelInsurance1 source
2d
● mixedChinese AI models surge in global popularity — and Washington is worriedUsage of Chinese AI models by businesses globally increased substantially in 2026ChinaAI labsOpenAI1 source
2d
● mixedOpenAI investigates rogue agents after 53 ChatGPT user images leak53 ChatGPT user images were leakedOpenAIAI labs2 sources
2d
● mixedUS and China agree to channel for AI incidents and a Super Intelligence dialogueThe countries agreed to establish a communication channel for AI-related incidentsUS–ChinaChinaDonald Trump3 sources
2d
Market move▲ bullishBattered bonds draw support from falling oil pricesUS Treasury yields fell slightly as oil prices declined on hopes for a US-Iran truceCrude oilIranUS Treasuries1 source
2d
● mixedOpenAI reviews rogue AI agent activity after incidents involving websites and a government portalOpenAI is reviewing misaligned model activity, including incidents involving an Australian government portal and other websitesOpenAIAI labs3 sources
2d
● mixedTrump and Johnson To Meet With Tech Executives On AI Next WeekTrump and Johnson will meet tech executives on AI next weekDonald TrumpOpenAIAI labs1 source
2d
● mixedGlobal tourism enters a digital era: WEF highlights role of online payments, technology, AIOnline booking platforms help smaller tourism businesses reach customers beyond traditional marketsHotels and travelFintech and payments1 source
2d
● mixedAI now enters the dreamworld1 source
2d
● mixedOpenAI models accessed publicly available US Census and SEC dataThe models accessed publicly available data from Census and SEC websitesOpenAIAI labs4 sources
2d
● mixedOpenAI investigates scope of agent activity after user data leak emergesOpenAI is working to understand the full scope of agent activity following a user data leakOpenAIAI labs2 sources
2d
Market move▲ bullishWall Street rises as investors buy AI stocks; Microsoft ralliesMicrosoft shares rallied alongside AI-related technology stocksWall StreetGlobal marketsMicrosoft4 sources
2d