
China's AI Data Centre Boom Hits Reality Check: ROI Now Key
Goldman Sachs warns that China's AI data centre sector must now shift from expanding capacity to proving profitable returns amid rising financing costs.
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Goldman Sachs warns that China's AI data centre sector must now shift from expanding capacity to proving profitable returns amid rising financing costs.

Goldman Sachs warns that widening bond spreads and credit concerns could threaten the massive investments needed for AI data centres.

Anthropic reports a sharp decline in junior technical hiring as AI agents take over routine coding and debugging tasks.

A Morgan Stanley-Oliver Wyman report reveals a gap between AI adoption and actual investment returns for fund managers.

BCA Research warns that an AI investment boom could trigger market corrections if productivity gains don't match massive capital expenditure.

A Jefferies report warns of rising credit risks and borrowing costs for AI infrastructure giants like Oracle and CoreWeave.

Former UK PM Rishi Sunak explains how AI can help small businesses outperform large corporations by cutting through bureaucracy and boosting productivity.

Bharti Enterprises Chairman Sunil Bharti Mittal explains how AI tools like ChatGPT are creating new possibilities for established businesses.

Morgan Stanley predicts a resurgence in global equities as strong earnings and AI productivity offset the impact of rising bond yields.

Morgan Stanley lowers US computing share forecast to 55% as a massive power shortfall looms between 2026 and 2028.

A McKinsey report reveals a gap between AI productivity and profit, with only 6% of firms seeing significant financial gains.

Deutsche Bank warns that the money companies save using AI could be eaten up by the high cost of verifying AI-generated results.

BharatPe launches Agentic AI powered by Google Cloud to provide 24/7 real-time business support for merchants during the Indian festive season.

Fed Chair Kevin Warsh calls AI a positive supply shock and refuses to prejudge upcoming interest rate decisions at IMF meetings.

Amazon expands its AI hardware with Bee Frontier and Bee Eclipse, personal devices that turn conversations into summaries and to-dos.

Union Minister Ram Mohan Naidu urges Pawan Hans to adopt eVTOL technology, expand heli-ambulance services, and revive seaplane operations across India.

Crisil Intelligence identifies grid connectivity, land, and water as major barriers to India's data centre growth amid rising AI demand.

President Pezeshkian urges national unity as reports emerge of US military planning strikes on Iran's nuclear sites using the MOAB bomb.

CEA Chairperson Ghanshyam Prasad reveals India's data centre capacity could surge to 26 GW, backed by massive renewable energy targets.

Siddharth Tiwari of the Bretton Woods Committee explains how UPI and Aadhaar helped India leapfrog development and what it means for the world.

The Digital India BHASHINI Division and Manipur Government sign an MoU to integrate regional language AI into public digital services.

Anthropic reports a massive revenue surge to $16.8 billion in Q3 2026, targeting a $2 trillion valuation ahead of its highly anticipated IPO.

A bipartisan coalition of eight US states has sued OpenAI, alleging ChatGPT lacks safeguards against violence, self-harm, and dangerous medical advice.

Google debuts Gemini 4 Argon, a powerful AI model designed for complex coding, cybersecurity, and scientific research.