Strategy
Why AI Is Forcing Markets to Rethink Software Stocks
A global selloff is forcing investors to question whether artificial intelligence strengthens enterprise software moats or quietly dismantles them.
A global selloff is forcing investors to question whether artificial intelligence strengthens enterprise software moats or quietly dismantles them.
LLMs can make sophisticated pricing recommendations, but effective use requires well-crafted prompts and an understanding of the tools’ limitations.
Union Budget 2026-27 embeds artificial intelligence across compute, manufacturing, agriculture and skills.
Rather than chasing hyperscale models, India should deploy AI where it fits its capital base, labour market and institutional capacity, the Economic Survey 2025–26 says.
As India looks beyond text-based interfaces, Infosys co-founder Nandan Nilekani argues that voice-driven AI could become the most effective way to deliver digital services at population scale.