MICROSOFT INTEGRATION
AI boom turns chip packaging into the next battleground for semiconductors
Billions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to expand their production capacities significantly. Taiwan's TSMC is at the forefront of packaging technology, yet limitations have spurred alternatives.
Apple beats sales and profit expectations but AI costs weigh on holiday sales
Apple exceeded analysts' expectations for its latest results on Monday when the iPhone-maker said it notched a "revenue record" for the July-September quarter, driven by iPhone sales and services revenue, but increased costs related to AI will drag down margins. This includes primarily the impact of higher memory costs, as well as some costs related to the ramp of Siri AI," Parekh said.
Instinct's WhatsApp scare: Glitch that cried wolf
The incident has also brought attention to Meta’s restrictions on competing AI assistants and the challenges facing companies building personal AI agents. Tanya Pandey explains what happened and why it matters.
Satya Nadella reinvented Microsoft with the cloud - now, can his AI strategy make it more valuable than Apple by 2027
Microsoft, under CEO Satya Nadella, is aiming to strengthen its AI growth story amidst rising competition. The company is moving from fixed subscription pricing to usage-based billing to better align with AI economics. While Microsoft's Copilot has gained users, its adoption is still below expectations compared to Office 365.
Microsoft, Oracle outshine Alphabet as investors demand AI returns
Wall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on strong cash flow prospects, while Alphabet shares plunged amid rising capital expenditure and slower search growth. Investors are prioritising sustainable returns, profitability and cash generation over aggressive artificial intelligence infrastructure expansion.
Alphabet's heavy cloud spending drives bigger-than-expected cash burn
The company reported negative free cash flow of $9.07 billion, compared with analysts' estimate of a cash burn of $36 million, according to data compiled by LSEG.
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Anthropic unveils additional Claude tools for lawyers
The new tools, which Anthropic calls artifacts, allow users to more easily create alternatives within Claude's traditional chatbot interface, the company said. They cover work areas that Anthropic said legal teams have asked about most often, including citation checking, mapping regulations and comparing legal topics.
Indian IT firms poised to benefit from enterprise AI adoption as infrastructure costs rise: Report
Indian information technology (IT) companies are well-positioned to benefit from the growing adoption of artificial intelligence (AI) by enterprises, as rising infrastructure investments and funding requirements increase financial risks for companies building and operating AI computing capacity, according to a research report by Anand Rathi.
byteXL strengthens leadership team to fuel AI and skilling push
byteXL has appointed four senior executives across operations, business, strategy and finance as it prepares to scale its institutional network from 40 to 120 colleges and reach 500,000 students over the next two years. The company is also expanding programmes in AI, GCCs, electric vehicles, semiconductors and precision engineering as it shifts towards a deeper technology focus.
AI adoption rises sharply among US small businesses, but technical expertise remains key challenge: Goldman Sachs
AI adoption among rural small business owners has significantly increased, reaching 80% in 2026. Despite this growth, a lack of technical expertise is still an issue hindering deeper integration. Most users rely on low-cost generative AI tools and integrate them with existing software.
The future of AI depends on how we design the energy infrastructure that powers it
The design challenge is to make the building, its engineering systems, and its computing infrastructure work as one, accommodating rising densities and new technologies without repeated redesign.
Anthropic unveils Claude Duet AI agent app
Anthropic on Thursday unveiled Claude Duet, a standalone AI agent app designed to act as a proactive assistant for professionals and small-business owners, as rivals such as OpenAI and Meta race to develop AI agents that can complete work autonomously on users' behalf.
From Continuous Data to Trusted Health Intelligence: What Abu Dhabi and India Can Learn From Each Other About Predictive Health?
Predictive health will depend not on how much data health systems collect, but on whether they can validate it, govern it responsibly, and translate it into earlier action.
It’s unity in diversity to draw data centres
States play on their uniquestrengths with RE-relatedincentives, powered sites & easier energy procurement.
Zoom wants AI agents to do the work that follows the meeting
Zoom has introduced a new AI platform that converts business conversations into tasks, enhancing productivity. This platform integrates data from meetings, calls, and chats to provide valuable context. The new features allow users to access meeting summaries and automate workflows across various applications.
Nvidia’s rivals have built their own AI chips and now want to make the software switch easier
Nvidia faces competition as Amazon and Google introduce tools that allow minimal changes for chip switching. Amazon's TorchNeuron and Google's TorchTPU aim to simplify the transition for developers using PyTorch. These tools enable existing code to run efficiently on different hardware.
From radical transparency to a 48-hour rule: How Melinda French Gates, Ray Dalio, Satya Nadella and David Shelley approach employee feedback
Melinda French Gates follows a 48-hour rule for employee feedback, giving herself time to reflect before addressing concerns. While Ray Dalio advocates radical transparency and Microsoft CEO Satya Nadella promotes a learn-it-all culture, Hachette chief David Shelley stresses the importance of leaders communicating in their own words rather than relying on AI. Their approaches highlight different ways business leaders handle criticism, encourage learning and communicate with employees.
AI agents are only as good as the personal information you share, and that raises privacy concerns
Many have welcomed AI agents into their online lives, and raved about how personalized assistants like Muse can handle everyday tasks with ease - from snagging a dinner reservation or planning a trip, to organizing email inboxes. But like other AI bots, the agents are only as good as the information they have access to. They perform better the more they know about a user - and perhaps also that person's friends, family and even colleagues. That raises privacy concerns.
Meta appoints Ravi Garg as APAC enterprise business MD
Garg spent more than five years at WhatsApp, serving as country director of India for business messaging and payments from July 2021 to September 2026, Meta said on Wednesday.
EU takes a page from Ireland's AI playbook
The EU wants to catch up in the AI race by taking a cue from Ireland -- an early adopter of the technology which has rolled out the red carpet for data centres despite local backlash. The EU wants to ramp up its capacity and is pouring billions into so-called AI gigafactories made up of advanced AI processors and energy-efficient data centres for companies and research labs.
Don't see US acting against tech companies based on their domicile: TCS
TCS does not expect the US to target technology companies based on whether they are Indian or American, with CEO K Krithivasan saying recent immigration actions appear driven more by concerns over local employment. He said last week’s PERM suspension would have no material impact on TCS, which filed only about 10 green-card applications and fewer than 300 H-1B applications last year, while more than half of its 30,000-plus US employees are locally hired.
'Never-ending flow of cheap labour': JD Vance reiterates US stand on barring Microsoft, TCS Infosys & others from green card program
US Vice President JD Vance defended the Trump administration’s move to suspend major technology companies, including Microsoft and Adobe, from the employment-based green card programme, accusing corporations of relying on cheap foreign labour at the expense of American workers.
India slams JD Vance's H-1B remarks, defends Indian workers
India's external affairs ministry expressed strong disapproval of JD Vance's remarks about H-1B workers, labeling them as deeply offensive. They emphasized that current H-1B visas continue to be valid, notwithstanding modifications to the PERM program. Vance's allegations against firms like Microsoft for prioritizing foreign employees over Americans have reignited debates on immigration.
The auditor is no longer alone. There’s another intelligence in the room
Auditors are increasingly adopting artificial intelligence to enhance the efficiency and accuracy of audits in India. These technological advancements allow auditors to analyze vast amounts of data and detect inconsistencies effectively. AI tools automate repetitive audit tasks, which helps auditors focus on more complex decision-making processes. The role of human judgment remains essential, as AI cannot replace professional expertise in audits.
Infosys, TCS, Wipro and other IT stocks rise up to 4%. Here are 3 important triggers to watch
IT stocks including TCS, Infosys, Wipro, HCLTech, Tech Mahindra, Coforge and Persistent Systems rose up to 4% on Friday. The gains came amid a confluence of factors, including second-quarter earnings and the US suspension of a certification programme. TCS and Wipro were among the key gainers, while midcap IT stocks also saw strong buying interest during the session.
Karnataka Minister warns of 'far-reaching consequences' on US suspension of Green Card program for IT majors
Karnataka Minister Priyank Kharge outlined potential challenges for India's IT sector due to the US suspension. This suspension may increase operational costs and reduce flexibility for Indian IT companies in the United States. Kharge suggested that more high-value work might remain in India due to difficulties in relocating engineers. He emphasized the need for India to be prepared for this shifting landscape in technology operations.
Snapdragon X2 Plus puts AI at the heart of Lenovo’s new Yoga Slim 7x
Qualcomm’s mainstream AI silicon meets Lenovo’s flagship thin-and-light design and Microsoft’s Copilot+ PC software, sharpening the case for Arm-based Windows PCs. The result is a slick, smart, and savvy Lenovo Yoga Slim 7x.
Microsoft pushes AI vision with new, expensive Surface laptop
Microsoft is pushing a "hybrid intelligence" future with a new Surface Ultra laptop that runs on Nvidia artificial intelligence (AI) chips and will cost more than $2,500, the company announced Wednesday. The new Surface Ultra will use Nvidia's state-of-the-art AI chip, RTX Spark, which the semiconductor giant announced earlier this year.
Microsoft brings more AI to PCs as it challenges Apple
Microsoft said it was releasing Microsoft Execution Containers, a tool to prevent agents from accessing data and doing unauthorized tasks when running on a laptop or desktop machine. Anthropic, OpenAI and Nvidia will use the tools, Pavan Davuluri, executive vice president for Windows and devices, said at the event in San Francisco.
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