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    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.

    From eMudhra to PHP: Breach spree hits tech infrastructure, AI emerges as threat multiplier

    Recent cybersecurity incidents have raised concerns among companies and government agencies regarding digital certificates and critical software vulnerabilities. A security breach at eMudhra impacted its global digital certificate business but was managed promptly. Additionally, critical vulnerabilities in PHP temporarily led to the shutdown of various websites for security updates. A supply-chain attack compromised the LiteLLM Python package, affecting its users significantly.

    Microsoft now treats AI agents as insiders risks that could go rogue

    The company’s new security tools give every AI agent a risk score that keeps updating, and they cut back the agent’s access when that score rises. Microsoft says agents can make mistakes, be manipulated or be compromised, like any other insider.

    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.

    OpenAI’s math breakthrough is here, but is it really helping mathematicians?

    OpenAI says its AI model is helping push mathematics into new territory. But the results have also started a debate among mathematicians. They want to understand how the work was produced and how it can be used. There are also concerns about who gets access to powerful AI tools and enough computing power.

    Lessons from Chinese AI Firms on Owning Customers’ Habits

    As U.S. AI firms compete in an escalating race for superior models, bigger benchmarks, and more advanced features, Chinese companies are pursuing a fundamentally different strategy: embedding AI into users’ everyday habits. The authors argue that this “habit moat” approach may prove more durable than competing on raw capability alone. Whereas Western firms position AI as a destination consumers consciously visit, companies like Alibaba integrate AI into existing routines such as shopping, payments, food delivery, and travel booking, reducing friction until using AI becomes automatic behavior. Once AI capabilities become “good enough,” marginal technical improvements matter less than becoming the default path through recurring customer tasks. The authors outline four strategic imperatives for Western leaders: focus on behavioral cues rather than feature gaps, subsidize customer behavior instead of subscriptions, embed AI invisibly into existing workflows, and optimize for repeat usage rather than first-time adoption. The central warning is stark: AI may not replace employees first—it may instead capture the critical customer moments businesses currently own.

    The Economic Times
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