Logistics firm Shadowfax plans to expand its dark store footprint from 15 to 100 stores by FY27, targeting a tight 7 km operating radius for ~30 minute delivery. It expects vertical quick commerce platforms to deliver higher value per engagement, while AI automation helps speed sorting breakeven and cut scaling overheads. The company also reported a sharp Q4 FY26 profit rebound.
Walmart is reportedly considering cuts or relocations of about 1,000 corporate employees as it restructures its technology and AI work. The retailer appears to be blending its global technology and AI product teams into a single operating model while investing more in AI-driven operations, automation, and digital infrastructure under CEO John Furner.
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Uber and Nvidia executives say some companies are discovering that replacing workers with AI can be more expensive than expected. They point to token-based pricing that inflates usage costs, sometimes surpassing what employee salaries would cost. Despite mounting bills from AI providers, investment in automation continues, sparking debate over whether AI truly delivers cost savings at scale.
Robotics startup Alphadroid has raised ₹36 crore (about $3.8 million) in a pre-Series A round led by Alkemi Growth Capital, with SVLL and undisclosed HNIs participating. Incubated at IIIT Lucknow, the Delhi NCR firm will expand its robot portfolio, team, and client base, targeting healthcare first before pushing into logistics and warehousing.
Apna Mart, a Peak XV-backed quick commerce startup, has reportedly laid off around 10% of its workforce amid restructuring. Sources say about 35–40 employees lost roles due to AI-led redundancy, while others were affected as relocating the operating base to Gurugram became impractical. The product and technology teams are moving from Bengaluru, with operations staying in existing cities.
CashKaro reported FY26 operating revenue jumping 72% to ₹600 crore, up from ₹348 crore in FY25. The company also cut its EBITDA loss 40% to ₹17.7 crore. It credits operating leverage, tighter expenses, better customer acquisition and conversion, and restrained promotional costs. Employee and infrastructure costs stayed stable as AI and automation boosted productivity.
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HCLTech reported a 4.2% YoY rise in Q4 net profit to Rs 4,488 crore, but management pointed to macro uncertainties weighing on tech spending. The company also flagged AI-led automation as a potential headwind for FY27 revenues, estimating impact of 2–4%. HCLTech said it aims to counter this slowdown through more projects and demand capture.
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