Markets & the AI economy: The TechBag Journal
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How enterprise technology works, what changed, and what it means.
Markets & the AI economy
How new AI moves markets, who spends what on it, and who earns the money. 10 pieces.
PC shipments fell a fifth while DRAM contract prices rose 5× in a year
33 of 56 listed vendors fell 30% or more; what changes at renewal and what does not
Fibre spot prices are four to six times last year's as AI data centres take the supply
For the products themselves, see the the catalogue.
Everything on this desk
October2026 · 10 pieces
- GPU rent turned up: B200 hours rose 21% in a month, H100 hours 7%5 min
- Big Tech's quarterly capex hit US$202bn, more than its operations brought in6 min
- Search fell below half of Alphabet's revenue; the shares lost about US$500bn in a day4 min
- Security stocks fell up to 21% on Anthropic launches; CrowdStrike has since gained 154%9 min
- AI revenue rose up to 29% in a quarter; India's four IT majors grew 0–2.3%3 min
- PC shipments fell a fifth while DRAM contract prices rose 5× in a year5 min
- 33 of 56 listed vendors fell 30% or more; what changes at renewal and what does not8 min
- Fibre spot prices are four to six times last year's as AI data centres take the supply5 min
- An AI plug-in took 16% off Thomson Reuters in a day; LegalZoom never won its loss back3 min
- India runs 1.8 GW of data centres; AI alone may add 26.3 GW of grid load by FY329 min
We explain, then we count
Each piece starts with how the technology works and what changed, then counts what the products actually document.
Every number is sourced and dated
A figure carries its source and the date it held. Each piece says which facts are reported, which we counted, and which are our view.
Global events, Indian consequences
Technology is global. We cover what happened wherever it happened, then add what it means under Indian law and at Indian prices.
No vendor sees a piece first
TechBag resells software, and every piece says so. No vendor pays for or reviews coverage.