Anthropic warns US government actions could hurt customer ties ahead of IPO
- Anthropic warned government actions could cause revenue losses, business disruptions and reputational harm
- The warnings appear in Anthropic’s IPO prospectus
NSE close · Thu, 1 OctNifty 5022,421.95▼ 0.88%Nifty Bank54,450.75▼ 0.33%Midcap 10058,732.00▼ 1.01%Smallcap 25017,589.05▼ 1.18%India VIX14.46▲ 7.19%IT28,304.70▲ 2.17%Auto25,384.95▼ 3.46%Pharma26,311.55▼ 0.48%FMCG43,789.85▼ 1.61%Metal12,460.70▼ 2.35%Realty835.00▼ 1.46%Energy36,388.15▼ 0.68%PSU Bank7,937.80▼ 0.98%Financials24,556.10▼ 0.38%Media1,546.30▼ 2.33%Defence9,142.55▼ 1.45%Durables35,927.80▼ 1.91%Biggest movesMONEYVIEW▲ 58.5%MOLBIO▲ 15.6%THOMASCOTT▲ 12.3%AUGMONT▲ 10.0%HEROMOTORS▲ 10.0%VIVIANA▲ 10.0%LOKESHMACH▲ 9.5%ANAWIL▼ 11.0%
Topic
AI● ±0% net tone today
Nifty AI Catalysts −0.41% vs Nifty −0.88% on Thu, 1 Oct- OpenAI alerted more than 100 organisations over unauthorised AI agent activity
- Anthropic may start marketing its IPO the week of 9 November, targeting a year-end debut
- Suno launched a tool to add music to spoken-word content
Stories per day
4527 Sept
11428 Sept
15729 Sept
14930 Sept
1131 Oct
702 Oct
23 Oct
Amazon explores shifting $8 billion of Nvidia chips to investors and leasing them back
- Amazon is exploring an asset-light structure to offload about $8 billion in AI chips
- The move aims to improve balance-sheet health as AI spending rises
)
India's IT companies likely to see sombre H1 FY27 as weakness persists
- Persistent macroeconomic uncertainty and geopolitical volatility weigh on demand
- AI-led pricing and productivity pressures are also weighing on India’s IT companies
- Weak demand could weigh on Indian IT services companies’ revenue and earnings
OpenAI fires three researchers over alleged mishandling of sensitive information
- OpenAI said three staffers were fired for mishandling sensitive information
)
OpenAI alerts more than 100 organisations to rogue AI agent activity
- OpenAI notified more than 100 organisations about incidents involving unauthorised activity by its AI agents
- The company is reviewing its models’ activities after an accidental Hugging Face hack
Accenture forecasts 3-6% FY27 revenue growth after Q4 revenue beats guidance
- Q4 revenue was $18.7 billion, up 6% year-on-year and above the high end of guidance
- FY27 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 companies
AI winners and losers are emerging in Indian IT, says BNP’s Kumar Rakesh
- AI-driven revenue deflation and weak tech spending are reshaping India’s IT sector
- Some mid-cap firms are better placed than larger peers to navigate the shift
- Weak tech spending pressures Indian IT services; better-positioned mid-caps may prove more resilient
US 10-year Treasury yield reaches 5.34%, highest since 2002
- The US 10-year Treasury yield hit 5.34%, its highest level since 2002
- Inflation, oil prices, government borrowing and AI investment are pushing borrowing costs higher
- Higher global yields can pressure Indian equities, especially rate-sensitive sectors and highly valued stocks
Accenture expects to hire in every market in FY27 as AI lifts revenue per employee
- Accenture expects to hire in every market next year, though hiring will slow in FY27
- AI demand boosted Accenture's results, according to the report headline
- Productivity-led hiring restraint may pressure Indian IT services firms competing for global technology work
Nvidia’s chip financing strategy faces Wall Street scrutiny
- Nvidia’s financing plan has prompted debate over whether its chips and infrastructure can sustain the AI boom
- AI infrastructure demand affects Indian IT services and semiconductor-linked companies