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.
Transfer pricing overhaul and cloud incentives signal a push to reduce disputes and attract long-term digital infrastructure investment, says industry lobby
French group says classified contracting rules limited oversight as scrutiny mounts over migrant enforcement technology.
A New Year message from CEO K Krithivasan signals a decisive shift from digital transformation to AI-led delivery, backed by talent, platforms, and owned compute infrastructure.
India’s IT industry could reach about $400 billion in annual revenue by 2030, up from roughly $260–$280 billion today, as global companies embed AI into core operations and outsource higher-value work to Indian providers, Bessemer Venture Partners said.