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
Policy●Centre fortifies India’s AI mission with Sovereign Compute Pool amid rising GPU costsAIAI chips1 source · 7h
●Developing · 21OpenAI fires three researchers over alleged mishandling of sensitive informationOpenAI said three staffers were fired for mishandling sensitive informationOpenAIAI labsAI4 sources · 5h
Expansion●Temple wearable to launch in six colours; pre-orders may open next weekDeepinder Goyal announced six colour options for the Temple health wearablePre-orders may open next weekGoyalTemple2 sources · 5h
Expansion●Anthropic to invest $100 million to train AI engineer talentAnthropic will invest $100 million to train nearly 10,000 AI engineersThe programme will involve several consulting firmsAnthropicAI labsAI1 source · 1h
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 · 11h
●NIT Warangal scholar develops power chip that could boost battery life in smart gadgetsSemiconductorsBatteriesNIT1 source · 6h
●Tier-2 IT firms likely to lead Q2FY27 growth despite Gen-AI, geopolitical challenges: ReportIT servicesAIIT demand2 sources · 12h
●Starlink, OneWeb and Jio: Where India’s satellite internet race standsIndia’s satellite internet sector is on the cusp of commercial launchesStarlink, OneWeb and Jio are seeking the last stages of approvalJio’s entry could intensify competition for Indian telecom companies, including Reliance IndustriesStarlinkJioSatcom and spectrumTelecomReliance Industries1 source · 8h
Funding and debt●Manufacturing startups face capacity-demand funding dilemmaAI is making software easier to replicate, drawing investor attention to physical capabilitiesPower electronics and storage components are among the areas highlightedFunding shifts toward physical capabilities may benefit Indian manufacturing and electronics startupsManufacturingStartups and VCAIPower sector1 source · 8h
●Smartphone export boom has an Apple-sized catchAppleElectronics manufacturingTrade and tariffsSemiconductors1 source · 8h
Policy●India’s semiconductor strategy needs to move beyond chip packaging, says Rajeev ChandrasekharSemiconductorsChip plantsElectronics manufacturingDinesh Pant1 source · 9h
●Wipro breaks ranks with IT peers, gives junior staff 180 days on bench: Where do TCS, Cognizant, Infosys stand?Wipro gives junior and mid-level staff up to six months to find a billable roleLonger bench periods may affect Wipro’s staffing costs and marginsWiproIT servicesJobs and layoffs1 source · 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 · 17h
Expansion●India’s AI expansion will depend on where data centres are built nextData centresAI1 source · 9h
Expansion●Zoho launches Arattai for Business: How it compares with WhatsApp Business after Meta’s new charges2 sources · 11h
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 · 11h
●Spotify presses play on India's regional music: MD Amarjit Singh BatraSpotify India MD Amarjit Singh Batra discussed the brand’s plans for regional music in IndiaSaugata Bhattacharya1 source · 4h
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 · 19h
Expansion●Amazon to invest $1 billion over five years in US data center communitiesData centresAI2 sources · 13h
●Skyroot Aerospace CEO Pawan Kumar Chandana named in TIME100 Next 2026- Who is he? All about ‘Elon Musk of India’Skyroot Aerospace CEO and co-founder Pawan Kumar Chandana was named to TIME100 Next 2026Skyroot Aerospace1 source · 6h
▼Google has been playing catch up with OpenAI and Anthropic. Does its new flagship model really compete at the frontier?Gemini 4 puts Google back in the frontier AI conversation, analysts sayGoogle had been trailing OpenAI and Anthropic for much of 2026Frontier-model competition raises disruption stakes for Indian IT services firmsGoogleGeminiOpenAIAnthropicAI labs+11 source · 11h
●From captives to hybrids: GCCs enter a new phase of growth in the AI eraGCCsAIIT services1 source · 7h