Paytm: +45% in UPI value in Q1, AI + product overhaul pay off
Paytm emerges from a tough cycle by showing that the AI-product duo moves the hardest metric to move - the value of transactions.
1 h ago 6 8
Wall Street syndicates $35B for a SPV that buys Google/Broadcom chips and leases them to Anthropic
The true design of the deal: a special-purpose vehicle that buys chips designed by Google and Broadcom and leases them to Anthropic - AI debt is structured as in-house GPU leasing.
yesterday 8 10
Anthropic Meta: preliminary $10B talks reshape the frontier alliance map
Meta and Anthropic are in preliminary discussions for a deal reportedly worth up to $10 billion - a move that would slot the last unaligned frontier lab into a specific hyperscaler orbit.
Jul 18, 2026 at 11:11 12 8
Energy IPOs surge as investors hunt for ways to play the AI boom
Ars Technica documents a wave of IPOs in the energy sector, driven by investors looking to board the AI train without buying Nvidia at its current multiples. The energy proxy becomes the favorite derivative trade - a clear end-of-cycle signal.
Jul 16, 2026 at 21:46 6 8
LTM (India): $150M in AI revenue for the quarter, the IT services shift accelerates
Indian IT services firm LTM reveals an AI run rate of $150M/quarter, 12% of revenue - and AI growth outpacing the core. A separate disclosure is the real signal: AI is emerging from the line diluted in large deals.
Jul 14, 2026 at 15:44 30 8
SK Hynix -12%, KOSPI breaks 7000: HBM complex takes a hit
SK Hynix drops 12% in session, KOSPI falls below 7,000 points, circuit breaker activated - the 7th of the year. The physical constraint of AI is felt in the markets, but the memory capex story does not break for all that.
Jul 13, 2026 at 09:13 12 5
SK Hynix's $26.5bn Wall Street landing - memory is the new oil, priced accordingly
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8