Strategy

The selloff reflects a deeper fear that AI could erode the long timelines and specialist labor that have long underpinned legacy modernization revenues.

A shrinking succession pipeline and faster business cycles are pushing boards to prize transformation experience over tenure.

New Delhi embeds itself in US-backed technology architecture as global supply chains split along strategic lines.

The AI firm calls India its second largest market for Claude as enterprise adoption and developer demand surge.

A global selloff is forcing investors to question whether artificial intelligence strengthens enterprise software moats or quietly dismantles them.