Shivani Shinde

AI models are becoming commodity, says Microsoft CEO Satya Nadella

Nadella also added that AI agents, tools and technology are also important in the creation of a frontier success framework

The 'delusional' optimist: Harshil Mathur on Razorpay's journey, challenges

Lunch with BS: Mathur takes Ajinkya Kawale and Shivani Shinde through the payment aggregator's journey, its challenges, his vision for it, and where his optimism comes from

AI-driven growth of TCS makes its M&A strategy more aggressive

TCS's $700-million buyout of Salesforce firm Coastal Cloud highlights a stronger AI-focused M&A strategy, but analysts view the valuation as steep and note the market's muted response

IPO wave big validation of tech ecosystem: SoftBank's Sarthak Misra

Sources confirmed that SoftBank's investment in value ecommerce player Meesho is sitting at 2x

Data centres power up to meet AI demand as DCI bandwidth set to surge

Survey finds 95% Indian telcos confident in monetising AI traffic; over half expect AI workloads to eclipse traditional cloud soon

Enhancing margins: Weak rupee a silver lining for IT services companies

The Indian IT services industry derives roughly 90 per cent of its revenues from global markets-about 57 per cent from the US and around 28 per cent from Europe

What India searched in 2025 as AI and visual queries reshape search trends

Google said AI made Search more helpful in 2025, driving a 70% global jump in visual searches and bringing features like AI Mode and Search Live to India, where Lens usage leads the world

Infosys seeing surge in traction among clients for India-based GCCs

Infosys, India's second largest IT services provider, launched its AI-first GCC model last month which accelerates the set up and transformation of GCCs into AI-powered hubs for innovation and growth

In AI race, Apple Inc hands baton to B'luru graduate Amar Subramanya

Apple has hired Bengaluru-born AI expert Amar Subramanya as its new AI vice-president, signalling a major push to accelerate its machine learning and foundation model ambitions as leadership shifts

India crucial to how we see future of AI on Meta platforms: Arun Srinivas

Arun Srinivas reveals 92% of businesses on Meta are SMBs, details AI-driven features for creators, and a strategic rethink for WhatsApp Pay

Deutsche Bank rewires GCC playbook to drive innovation, deeper integration

New India GCC CEO to push leadership, and AI roles

Agentic AI critical for growth trajectory, says Salesforce South Asia CEO

Arundhati Bhattacharya, president and CEO, Salesforce South Asia, says agentic AI is crucial for India's growth, boosting productivity, digital transformation, and workforce upskilling across sectors

US court upholds $194 mn damages against TCS in DXC trade secrets case

The Fifth Circuit Court of Appeals has upheld $194 million in damages against TCS in the DXC trade secrets case, even as it vacated an earlier injunction and sent it back for reassessment

Took phased approach before restarting platform: WazirX CEO Nischal Shetty

After a long restructuring and a court-approved restart, WazirX focuses on security upgrades, user recovery and ongoing legal disputes

How private equity-backed enterprises are driving the next wave of GCCs

Over 610 emerging and private equity-backed companies now run GCCs in the country, marking a shift as fast-growing mid-market firms adopt a model once dominated by global giants

TPG to pump $1 billion into TCS data centre business HyperVault

TCS has entered a strategic alliance with TPG, which will invest $1 billion in HyperVault as both firms commit up to Rs 18,000 crore over the coming years to build GW-scale AI data centres

Apple hits record 10.4% India market share as iPhone shipments surge in Q3

Apple has touched a record 10.4% market share in India in Q3 2025, fuelled by 5 million iPhone shipments and strong demand for premium models, even as the broader smartphone market faces a slowdown

AI implementation sees gap between employee expectations, company readiness

While employees are eager to learn AI practices, there remains a lack of direction on companies' part regarding how to apply AI tools in daily tasks and final objectives on its use

Business-as-usual may erase 30% of revenue for tech services firms: Report

Report says tech services firms risk major revenue and margin erosion if they continue with business-as-usual strategies. AI, demographic shifts and energy transition are reshaping sector's outlook

India's IT spend may rise 10.6% to $176 billion in 2026: Gartner

India's IT spending is projected to grow faster than the global average in 2026, driven by rapid expansion of data centres, rising cloud adoption and accelerating investment in GenAI-enabled software