Moneycontrol
    Moneycontrol PRO
    LAMF
    LAMF

    Ai

    Jump to

    • OPINION | AI’s New Economics: What India must get right now

      AI is not just scaling through better models, it is scaling through new ways of financing those models, and that is where the real competition is now shifting

    • OPINION | AI-led transformation is inevitable, but its social costs are not

      We may be on cusp of a phase when AI-led automation squeezes openings for young members of the workforce. Learning from earlier technological disruptions, it’s the right moment to craft an AI Transition Scheme to mitigate social costs

    • OPINION | India’s global ambitions demand stronger diplomatic machinery and networks

      India’s rising economic power requires stronger diplomacy, global lobbying networks, and specialised expertise to assert influence and shape emerging domains like AI

    • OPINION | India, AI and the market’s blind spot

      In a world fixated on identifying AI winners and losers, India remains, at its core, a long-term compounding, bricks-and-mortar economy. AI will enable India to leapfrog the West across core sectors 

    • India's IT sector: Dawn or dusk in the age of AI?

      India built the world's back office. Now AI is threatening to automate it

    • OPINION | India’s AI moment’s here but realising its full potential requires institutional redesign

      AI is not something that can be layered on to the existing way of doing things. Organisations need to rethink entire processes

    • OPINION | Purposeful Personalisation: AI-driven transformation in financial engagement

      Financial institutions must move beyond generic outreach. They should adopt unified platforms and agentic AI to deliver timely, personalised, context-aware engagement. This builds trust, boosts conversion, and increases customer lifetime value

    • Q3 review: Growth is real, but fragile

      Q3FY26 earnings brought a long-awaited revival, but analysts warn the triggers may be too temporary to sustain the market's lofty expectations.

    • OPINION | Evaluating India’s generative AI copyright framework and the DPIIT proposal

      DPIIT proposes a mandatory blanket AI training licence with revenue-based royalties, raising concerns over fairness, rate-setting, compliance burdens, and unresolved personality rights implications 

    • OPINION | Digital Colonialism: The new East India Company in AI

      From the East India Company to AI giants, the structure feels familiar. India supplies talent and data while the platforms, ownership, and profits increasingly live elsewhere 

    • OPINION | AI Impact Summit 2026: India at the centre of a changing AI world

      As global AI power consolidates, India advances an inclusive governance model that bridges divides, promotes fair competition, and positions the Global South as co-architects

    • India’s AI summit and the hard work ahead

      India’s AI summit is a geopolitical milestone, but milestones do not equal tech-mastery. The harder test is whether summit diplomacy can translate into the long, difficult work of building real technological capability at home

    • Chart of the Day: AI product launches drive valuation reset

      Anthropic's launch of new AI capabilities for its Claude "Cowork" agent triggered a brutal selloff in IT stocks globally, with India's software exporters suffering their worst single-day decline in nearly six years as investors feared AI automation could render traditional software business models obsolete.

    • Will data centres become the new infrastructure hotspot, post Budget?

      The tax holiday for data centres will enhance India’s competitiveness in the global landscape and spur capex in related sectors too

    • OPINION | Davos Diaries: AI, and the battle for cognitive infrastructure

      Davos shows the AI race is no longer about better models alone. It is about trust, governance and infrastructure, which will decide how AI scales and who controls it

    • OPINION | The Great Compute Crunch: Why India’s AI destiny depends on backend infrastructure 

      The strategic pivot must be toward the "infrastructure layer"; comprising sovereign cloud architectures, orbital computing arrays, and domain-specific edge silicon. These backend companies are what will thrive immensely

    • OPINION | What AI changes for mobile developers - and what it doesn't

      AI changes the tools, cost structures and even what users expect. What it doesn't change: the hard work of figuring out what's worth building, for whom, and why they'll care. That's still the game

    • OPINION | India AI at Inflection Point: Capital, code and consequence

      Are the Global investors signalling that India’s traditional technology narrative no longer excites them? Artificial Intelligence is quietly dismantling the labour-intensive model on which much of corporate India’s success was built 

    • China’s AI chip dragons’ firepower is mostly mythical

      The three newly listed makers of semiconductors are lossmaking, ad none has sales worth more than a tenth of their bigger rival

    • OPINION | India’s AI Copyright Challenge: Law, data, and doctrine limits

      As generative AI moves from experimentation to mass commercial deployment, India stands at a critical crossroads where copyright law, innovation policy, and creator protection must be reconciled

    • OPINION | Balancing India's AI Ambitions: CCI's approach to competition and innovation

      The CCI’s market study on AI highlights its transformative role in India’s economy. It recommends flexible, sector-specific regulation and voluntary self-audits to ensure fair competition while encouraging technological growth

    • OPINION | Harnessing AI to unlock small business growth in India

      AI has the potential to boost productivity in India’s small businesses, helping lift millions out of low-wage cycles and contributing to higher, more inclusive economic growth across the country 

    • How the AI boom could trigger an energy crisis

      AI's explosive growth is driving an unprecedented energy crisis, with data centres projected to consume up to 20% of global electricity by 2035 as tech giants scramble for nuclear solutions.

    • A hawkish ease? The Fed’s 2026 clues could shift capital from AI to emerging markets

      While markets have already priced in a rate cut, the true significance of this FOMC meeting lies in the signals it sends about the longevity of the easing cycle and its implications for a richly valued AI-led rally and global capital flows

    • OPINION | Indian market stands apart amid global AI-driven rally

      India has lagged the global AI-driven rally, but its domestically focused sectors and resilient flows provide diversification and relative stability if the crowded global AI trade reverses

    Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347