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.
The $37 million Londrina facility underscores the Indian IT major’s strategy to deepen its Latin America delivery footprint while scaling AI, cloud, and digital capabilities closer to regional clients.
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.
TCS set out its most aggressive AI push yet saying it aims to be the world’s largest AI-led tech services firm while trimming headcount taking a restructuring charge and committing up to $6.5 billion for India-based compute.
TCS will reportedly roll out delayed annual pay hikes to 80% of staff from 1 September, months after postponing the revision amid weak demand and a major workforce reshuffle