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19 Jan 2026

Goldman Sachs warns AI could automate 25% of work hours as white-collar jobs face disruption

Goldman Sachs projects AI will automate nearly a quarter of total work hours, with white-collar and knowledge-intensive roles most exposed. The investment bank predicts a temporary rise in unemployment by 0.6 percentage points but emphasizes that reskilling and policy response will determine whether automation leads to lasting job displacement or productivity gains.

2 Sources

ASUS exits smartphone market as chairman confirms AI-first strategy over Zenfone and ROG phones

ASUS Chairman Jonney Shih confirmed the company will stop launching new smartphones, including Zenfone and ROG phones, to focus entirely on AI hardware. The strategic shift redirects R&D resources toward commercial PCs, robotics, and smart glasses as AI servers now account for 20% of company revenue with over 100% year-on-year growth.

6 Sources

OpenAI faces mounting investor concerns as $9B cash burn outpaces revenue growth

OpenAI CFO Sarah Friar claims compute power directly drives revenue, but the company burned $9 billion in 2025 while generating $20 billion in sales. With profitability not expected until 2030 and market share dropping from 90% to 60-70%, analysts warn this could be a make-or-break year for the AI leader as it prepares for a potential IPO.

13 Sources

Blackstone finalizes $50-75M structured deal in Neysa, values AI cloud startup at $300 million

US alternative asset manager Blackstone has closed a milestone-linked investment in Mumbai-based AI cloud infrastructure startup Neysa, initially investing $50-75 million for a significant minority stake. The structured deal includes contractual rights for acquiring a controlling stake if the company meets specific business milestones, marking one of India's largest AI fundraises.

2 Sources

17 Jan 2026

AI bubble concerns intensify as tech leaders seek returns on trillions in investment

At Davos 2026, the conversation shifted from AI investment excitement to proving returns, with industry leaders declaring it the "year of AI ROI." But growing investor anxiety about trillions of dollars in risk and comparisons to the dot-com bust have economists and market prophets warning of a potential bubble. While companies tout enterprise traction, questions loom about whether massive AI spending can deliver promised productivity gains.

6 Sources

97% of Indian Creators Say Generative AI Drives Growth, According to Adobe Report

Adobe's inaugural Creators' Toolkit Report surveyed over 16,000 content creators globally, revealing that Indian creators are among the fastest adopters of generative AI. An overwhelming 97% believe AI has positively impacted the creator economy, while 95% credit it with accelerating their business and follower growth. The findings highlight AI's transformation from experimental tool to essential catalyst for India's creator community.

3 Sources

16 Jan 2026

Nvidia overtakes Apple as TSMC's largest customer as AI demand reshapes chip industry

Jensen Huang confirmed that Nvidia has dethroned Apple as TSMC's largest customer, marking a significant shift in the semiconductor industry. The change reflects explosive AI demand, with enterprise customers pouring billions into AI GPUs while Apple faces unprecedented competition for advanced chip supply and potentially higher silicon costs.

7 Sources

Memory shortage to persist beyond 2026 as AI demand reshapes chip industry and drives prices up

Major memory manufacturers including Kioxia, Micron, and SK Hynix report sold-out capacity through 2026 as AI infrastructure consumes available supply. The memory chip shortage is driving prices up by as much as 30%, affecting everything from consumer SSDs to smartphones. Micron calls the shortage unprecedented, while industry executives warn that affordable storage options may be gone for good.

12 Sources

Cloudflare acquires Human Native to build transparent marketplace for AI training data

Cloudflare has acquired Human Native, an AI data marketplace connecting content creators with AI developers, for an undisclosed sum. Founded in 2024, Human Native helps rights holders transform content into AI-ready data while maintaining control over licensing and pricing. The acquisition advances Cloudflare's vision of building a transparent content economy where creators can monetize their work for AI training.

2 Sources

Anthropic Appoints Microsoft Veteran Irina Ghose to Lead India Expansion With Bengaluru Office

Anthropic has named Irina Ghose, former Microsoft India managing director, to lead its India business as it prepares to open a Bengaluru office. With over 30 years of tech leadership experience, Ghose will drive enterprise AI adoption in India—Anthropic's second-largest market for Claude. The move signals how India is becoming a critical battleground for AI companies, with OpenAI also planning a New Delhi office.

6 Sources

AI Hyperscalers Set to Drive U.S. Corporate Bond Supply to $2.46 Trillion in 2026

Major AI hyperscalers are poised to fuel a significant increase in U.S. corporate bond issuance in 2026, with analysts forecasting $2.46 trillion in total supply. The Big Five tech giants—Amazon, Alphabet, Meta, Microsoft, and Oracle—issued $121 billion in bonds last year and are expected to borrow $140 billion annually over the next three years as they race to expand AI infrastructure.

3 Sources

Galaxy Digital doubles Helios data center capacity to 1.6GW after Texas approval, shares surge 12%

Galaxy Digital secured approval from Texas grid operator ERCOT to add 830 megawatts of computing capacity at its Helios data center campus, effectively doubling total approved power to over 1.6 gigawatts. The company also closed its first tokenized collateralized loan obligation worth up to $200 million, sending shares up 12% midday Thursday.

2 Sources

BlackRock Microsoft Partnership Raises $12.5 Billion to Fund Data Centers for AI Boom

BlackRock and Microsoft have raised $12.5 billion toward their $30 billion goal to bankroll data centers and energy infrastructure for the growing artificial intelligence sector. The Global AI Infrastructure Investment Partnership includes Nvidia, xAI, and UAE's MGX, with plans to mobilize up to $100 billion in total investment potential through debt financing.

2 Sources

Dell Technologies wins Barclays upgrade as AI server orders surge and enterprise markets recover

Dell Technologies secured a Barclays upgrade to Overweight from Equal Weight, driven by surging AI server demand and improving enterprise prospects. The company plans to ship $9.4 billion of AI servers in Q4, pushing full-year AI server shipments to approximately $25 billion. Barclays maintained its $148 price target while citing Dell's resilient operating margin profile and expanding market opportunities.

2 Sources

Memory suppliers caught between AI boom and consumer DRAM shortages as market dynamics shift

Micron defends its exit from the Crucial brand while SK hynix commits to consumer business amid intensifying memory shortages. Enterprise requirements now consume 50-60% of overall memory supply, forcing manufacturers to balance AI infrastructure demands against consumer needs. Production increases won't materialize until 2028, signaling prolonged supply constraints.

2 Sources

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