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AI boom: AI boom not shock-proof; chip shortage and weak pass-through weigh: Report - The Economic Times
While AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuvama.
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economictimes.indiatimes.com
RBI flags AI stock boom as financial stability risk, says Indian banks remain resilient
India's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillovers. Despite this, the Reserve Bank of…
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AI chip demand stays strong, but component shortages emerge as next challenge: Nomura - The Economic Times
