TCS is Best Primed for India Big IT’s Next Sovereign-AI Move

TCS has the infra, partners and people for AI—but lacks a proprietary foundation model, a single flagship AI platform, and a clearly articulated high‑risk capital bet.

Dev Chandrasekhar

June 22, 2026 at 8:12 AM IST

istock.com

What SpaceX's IPO Tells Us About the AI Bubble

Bubbles are hard to spot in real time, but a rush of big-ticket share sales has often been one warning sign investors ignore.

Vivek Kaul

June 9, 2026 at 1:33 PM IST

Istock.com

How SpaceX Is Moving Capital Markets from Submissive to Permissive Regime

SpaceX may be entering public markets, but public markets are also adapting themselves to SpaceX.

Chandrika Soyantar

May 26, 2026 at 10:55 AM IST

Istock.com

A Cold Shower for the AI Mania

For now, it is far from clear how widely and quickly AI will be rolled out, and who will profit.

Raghuram Rajan

May 21, 2026 at 5:54 AM IST

Via WikiCommons

India’s Big IT Claims “AI-First”, Disclosures Show Otherwise

The Nifty IT P/E sits at around 20 times, well below the 28x-to-30x range the sector traded at through much of 2024. This compression tracks the widening distance between what the Big 6 are claiming on AI, and what they are disclosing.

Dev Chandrasekhar

May 18, 2026 at 8:39 AM IST

Istock.com

When AI’s Loyalties Are Tested: Data Sovereignty, Geopolitics and Energy Intensity

As AI systems power finance, defence and public infrastructure, questions of data control, energy supply and national jurisdiction are turning artificial intelligence into strategic infrastructure.

R. Gurumurthy

March 10, 2026 at 1:03 PM IST

iStock.com

Trump, Anthropic and the Lesson for India: Build an AI PSU

Anthropic’s clash with Washington shows that AI firms ultimately serve national interests. For India, relying on foreign AI for strategic uses may be a costly mistake.

TK Arun

March 6, 2026 at 12:07 PM IST

digitalindia.gov.in

Briefing

Beyond the Hype: Why AI May Not Deliver as Advertised

AI is being priced as destiny. History suggests technological revolutions travel a slower, more uneven path than markets assume.

V Thiagarajan

March 4, 2026 at 2:26 PM IST

iStock.com

Beyond the Summit: Why the Government Must Put Money Where Its Mouth Is

AI sovereignty is not about apps or agents. It rests on GPUs, high-bandwidth memory, chip fabrication, political will, and the capital to fund long-term risk.

TK Arun

February 17, 2026 at 11:39 AM IST

PIB

Beyond the Hype: What AI Means for Your Career

As AI tools grow more powerful, fears are mounting that they could disrupt India’s IT-led growth and threaten white-collar jobs. The real question is whether humans and AI will compete or collaborate, and whether India can turn disruption into opportunity.

Nilanjan Banik

February 17, 2026 at 7:07 AM IST

iStock.com

Indian IT’s AI Reckoning Is Painful but Not Terminal

NIFTY IT has fallen 25%, erasing ₹9 trillion. As AI disrupts billing models, is this capitulation or the start of a deeper reinvention?

Dhananjay Sinha

February 14, 2026 at 5:13 AM IST

iStock.com

The Bureau

Equities End Lower on IT Weakness; Bond Yields Largely Unchanged

Asian Markets Mixed as Easing Us-Iran Tensions Offset Caution

HDFC Bank Names Former Finance Secretary & CEC Rajiv Kumar as Part-Time Chairman

Fed Hike Case Moves to Payrolls Week

Equities Retreat; Bond Yields Extend Decline

India Quality-Control Reform May Ease BIS Delays, but Add Discretion - GTRI

India Anti-Dumping Probe on Transformer Steel May Raise Grid Costs - GTRI

India Flash Composite PMI slows to three-month low of 57.4 in June

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

The Foster Mother of Lodhi Garden

Shyam Sundar Sharma