Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.</li>
<li>Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.</li>
<li>AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.</li>
</ul>


Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.
Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.
AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.


Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Chinese suppliers are gaining share as shortages force OEMs to qualify alternative vendors, creating structural leakage that is hard to reverse even after supply normalises.</li>
<li>Demand elasticity is emerging in lower-end devices, where elevated memory prices are starting to compress volumes and trigger renegotiation pressure in commodity segments.</li>
<li>Hyperscaler spending is becoming more staggered, with phased deployments and higher utilisation of existing capacity making memory demand lumpier rather than structurally weaker.</li>
</ul>


Chinese suppliers are gaining share as shortages force OEMs to qualify alternative vendors, creating structural leakage that is hard to reverse even after supply normalises.
Demand elasticity is emerging in lower-end devices, where elevated memory prices are starting to compress volumes and trigger renegotiation pressure in commodity segments.
Hyperscaler spending is becoming more staggered, with phased deployments and higher utilisation of existing capacity making memory demand lumpier rather than structurally weaker.


TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>AI models are becoming more power hungry, leading to a surge in electricity demand</li><li>Energy landscape is shifting due to AI industrial revolution, with exponential increase in power demand</li><li>Investment in AI infrastructure is massive, but skeptics question the need and clarity of AI use cases in the real world</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI models are becoming more power hungry, leading to a surge in electricity demandEnergy landscape is shifting due to AI industrial revolution, with exponential increase in power demandInvestment in AI infrastructure is massive, but skeptics question the need and clarity of AI use cases in the real worldThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

<ul>
<li>At the India AI Impact Summit 2026, <a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RELIANCE IN)</a> and Tata Group announced historic capex plans for sovereign AI, while NVIDIA, OpenAI inked landmark infrastructure with Indian conglomerates.</li>
<li>This marks India's transition from an AI consumer to  "Sovereign AI" producer, reducing reliance on global clouds and positioning domestic players as owners of the "intelligence" stack rather than facilitators.</li>
<li>Investors should monitor the rapid rerating of Indian "AI infrastructure" plays: data centers, power, and high-end IT—as the "Intelligence-as-a-Service" model begins to disrupt traditional linear headcount-linked IT growth.</li>
</ul>


At the India AI Impact Summit 2026, Reliance Industries (RELIANCE IN) and Tata Group announced historic capex plans for sovereign AI, while NVIDIA, OpenAI inked landmark infrastructure with Indian conglomerates.
This marks India's transition from an AI consumer to  "Sovereign AI" producer, reducing reliance on global clouds and positioning domestic players as owners of the "intelligence" stack rather than facilitators.
Investors should monitor the rapid rerating of Indian "AI infrastructure" plays: data centers, power, and high-end IT—as the "Intelligence-as-a-Service" model begins to disrupt traditional linear headcount-linked IT growth.


India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

<ul>
<li>Nvidia's recent partnership yet again enforces the idea of AI infra expansion no longer being solely driven by hyperscaler balance sheets; external capital is increasingly underwriting capacity buildouts.</li>
<li>AMD is attempting to enter AI deployments earlier in the decision cycle, positioning its hardware within sovereign and enterprise infrastructure plans.</li>
<li>Frontier AI labs are beginning to emphasise compute economics and margin structure, reflecting the growing importance of sustainable infrastructure utilisation.</li>
</ul>


Nvidia's recent partnership yet again enforces the idea of AI infra expansion no longer being solely driven by hyperscaler balance sheets; external capital is increasingly underwriting capacity buildouts.
AMD is attempting to enter AI deployments earlier in the decision cycle, positioning its hardware within sovereign and enterprise infrastructure plans.
Frontier AI labs are beginning to emphasise compute economics and margin structure, reflecting the growing importance of sustainable infrastructure utilisation.


[Wafer Watch] AI Is Scaling Physically Faster Than Its Economics Are Settling

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

OpenAI (2193707D US)

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

Mint Finance

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

The increasing power demands of AI models are reshaping the energy landscape, with investments of over $1 trillion per year in the US alone, as...

The Bid

India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Nimish Maheshwari

[Wafer Watch] AI Is Scaling Physically Faster Than Its Economics Are Settling

Nvidia is expanding AI infra with external capital, AMD is focusing onestablishing presence in sovereign and enterprise plans, while Frontier AI...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

​Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

​Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

Mint Finance

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

The increasing power demands of AI models are reshaping the energy landscape, with investments of over $1 trillion per year in the US alone, as...

The Bid

India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

​At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Nimish Maheshwari

[Wafer Watch] AI Is Scaling Physically Faster Than Its Economics Are Settling

​Nvidia is expanding AI infra with external capital, AMD is focusing onestablishing presence in sovereign and enterprise plans, while Frontier AI...

Mint Finance

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Nvidia is expanding AI infra with external capital, AMD is focusing onestablishing presence in sovereign and enterprise plans, while Frontier AI...