Strategy
Why AI Is Forcing Markets to Rethink Software Stocks
A global selloff is forcing investors to question whether artificial intelligence strengthens enterprise software moats or quietly dismantles them.
A global selloff is forcing investors to question whether artificial intelligence strengthens enterprise software moats or quietly dismantles them.
Rather than chasing hyperscale models, India should deploy AI where it fits its capital base, labour market and institutional capacity, the Economic Survey 2025–26 says.
The joint study examines how Indian enterprises are translating the Digital Personal Data Protection Act into operational controls, risk frameworks, and strategic decision-making.
The commitment lifts Lodha’s planned outlay to about $14 billion as Maharashtra positions itself as a hub for AI-driven digital infrastructure.
The directive follows union protests and reflects growing scrutiny of rider safety in India’s fast-growing quick commerce sector.