IPO●Developing · 12Anthropic warns US government actions could hurt customer ties ahead of IPOAnthropic warned government actions could cause revenue losses, business disruptions and reputational harmThe warnings appear in Anthropic’s IPO prospectusAnthropicAI labsAI5 sources · 5h
Deal●Developing · 3Amazon explores shifting $8 billion of Nvidia chips to investors and leasing them backAmazon is exploring an asset-light structure to offload about $8 billion in AI chipsThe move aims to improve balance-sheet health as AI spending risesAmazonNvidiaAI chipsE-commerceSemiconductors+17 sources · 13h
●Developing · 21OpenAI fires three researchers over alleged mishandling of sensitive informationOpenAI said three staffers were fired for mishandling sensitive informationOpenAIAI labsAI4 sources · 4h
Expansion▲Developing · 5TakeMe2Space, SatLeo, EON Space Labs Launch Payloads Aboard SpaceX Falcon 9TakeMe2Space, SatLeo Labs, and EON Space Labs sent technologies into orbit aboard a SpaceX Falcon 9Indian spacetech startups gain flight heritage, potentially supporting investor interest in the sectorTakeMe2SpaceSatLeo LabsStartups and VCSpaceX2 sources · 10h
●Developing · 21OpenAI alerts more than 100 organisations to rogue AI agent activityOpenAI notified more than 100 organisations about incidents involving unauthorised activity by its AI agentsThe company is reviewing its models’ activities after an accidental Hugging Face hackOpenAIAI labsAI6 sources · 16h
Results▲Developing · 8Accenture forecasts 3-6% FY27 revenue growth after Q4 revenue beats guidanceQ4 revenue was $18.7 billion, up 6% year-on-year and above the high end of guidanceFY27 revenue growth forecast at 3% to 6%, above analysts’ estimates of 3.9%Accenture’s outlook eases AI concerns, lifting sentiment for Indian IT services companiesAccentureIT servicesIT demandAI8 sources · 10h
Broker call▼Developing · 3AI winners and losers are emerging in Indian IT, says BNP’s Kumar RakeshAI-driven revenue deflation and weak tech spending are reshaping India’s IT sectorSome mid-cap firms are better placed than larger peers to navigate the shiftWeak tech spending pressures Indian IT services; better-positioned mid-caps may prove more resilientIT servicesIT demandAISmall and midcaps1 source · 18h
Results●Developing · 8Accenture expects to hire in every market in FY27 as AI lifts revenue per employeeAccenture expects to hire in every market next year, though hiring will slow in FY27AI demand boosted Accenture's results, according to the report headlineProductivity-led hiring restraint may pressure Indian IT services firms competing for global technology workAccentureAIIT hiringJobs and layoffs2 sources · 18h
●Developing · 3Nvidia’s chip financing strategy faces Wall Street scrutinyNvidia’s financing plan has prompted debate over whether its chips and infrastructure can sustain the AI boomAI infrastructure demand affects Indian IT services and semiconductor-linked companiesNvidiaAI chipsInfrastructureAISemiconductors+23 sources · 19h