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Infosys cuts FY27 guidance to 1-2% as AI reaches 10.5% of revenue

Infosys cuts FY27 guidance to 1-2% as AI reaches 10.5% of revenue

Infosys signed $5.2bn of large deals and grew AI revenue 29% in a quarter, then lowered its full-year growth outlook for the second time in three months. India's IT bellwether has the order book and the AI story. What it does not yet have is growth.

By WCRC Leaders Editorial Desk

India's 10-year yield hits 7.46% as reserves fall $64.7bn from peak

India's 10-year yield hits 7.46% as reserves fall $64.7bn from peak

India's foreign exchange reserves have fallen for six straight weeks, and the bill for defending the rupee is now showing up in the bond market. The government, states and companies all face higher borrowing costs going into the second half of the financial year.

By WCRC Leaders Editorial Desk

AI chips lift Japan's exports 16.7% as oil nearly doubles its deficit

AI chips lift Japan's exports 16.7% as oil nearly doubles its deficit

Japan sold far more chips and chipmaking machines to Asia and the United States in September. It also paid far more for oil, and Middle East flows slowed. Both shifts reach well beyond Tokyo.

By WCRC Leaders Editorial Desk

Junior hires fall to 9% at Anthropic: a warning for India's IT pyramid

Junior hires fall to 9% at Anthropic: a warning for India's IT pyramid

An AI developer has published hard numbers on what its own tools did to its workforce. Fewer juniors, far more machine hours and more meetings. The data come from one unusual company, but India's entry-level hiring model is built on the very layer that shrank.

By WCRC Leaders Editorial Desk

India's $476bn half-year: electronics and the US outrun the Gulf shock

India's $476bn half-year: electronics and the US outrun the Gulf shock

India's total exports grew 10.99% in September, despite a renewed conflict in West Asia that pushed up crude prices. Electronics and the American market did the heavy lifting, while a services surplus of $102.71bn covered more than half of a widening goods deficit.

By WCRC Leaders Editorial Desk

TSMC and ASML post records, and ASML says supply falls short to 2028

TSMC and ASML post records, and ASML says supply falls short to 2028

The two companies at the narrowest point of the AI supply chain have just reported their best quarters. The more important message is ASML's: the machines that make advanced chips will stay scarce for at least two more years.

By WCRC Leaders Editorial Desk

AI Act enforcement has quietly begun: a readiness checklist for non-EU firms

AI Act enforcement has quietly begun: a readiness checklist for non-EU firms

Brussels has started using its powers over the makers of the most capable AI models, and its tech chief says the rules can cope with rogue agents. Companies outside Europe that deploy AI there should prepare now.

By WCRC Leaders Editorial Desk

The AI trade economy: chips and servers now carry almost half of world trade growth

The AI trade economy: chips and servers now carry almost half of world trade growth

The World Trade Organization has doubled its 2026 goods-trade forecast, and the reason is artificial intelligence. Semiconductors, servers and other AI-enabling goods made up 47% of merchandise trade growth in the first half of the year.

By WCRC Leaders Editorial Desk

The AI adoption gap: what the World Bank's new numbers say about emerging markets

The AI adoption gap: what the World Bank's new numbers say about emerging markets

Emerging Asia makes much of the world's AI hardware. Its firms and workers use far less of the technology than their counterparts in advanced economies, and new World Bank data show how wide that gap is.

By WCRC Leaders Editorial Desk

The $6 trillion question: is AI spending outrunning AI revenue?

The $6 trillion question: is AI spending outrunning AI revenue?

Bain & Company says AI must generate about $6 trillion a year by 2031 to pay for the computing it needs. Set against this year's capital spending and the revenue of the leading labs, the figure shows how much of the AI investment case still rests on markets that do not yet exist.

By WCRC Leaders Editorial Desk

AI-native vs AI-retrofit: the growth gap incumbents should study

AI-native vs AI-retrofit: the growth gap incumbents should study

Companies built around AI are growing roughly three times faster than software firms adding AI to existing products, according to data in the State of AI Report 2026. The finding is striking. It is also easy to misread.

By WCRC Leaders Editorial Desk

Boards are deploying AI faster than they can secure it

Boards are deploying AI faster than they can secure it

Two surveys published in early October point to the same governance gap. AI agents are already in production across most large organisations, while the controls built to manage them lag far behind.

By WCRC Leaders Editorial Desk

Apple’s India Playbook: Can the iPhone Trigger the Nation’s Innovation Leap?

Apple’s India Playbook: Can the iPhone Trigger the Nation’s Innovation Leap?

As Apple expands beyond assembly into India’s tech landscape, a bigger shift is underway—one that could turn a manufacturing hub into a global innovation engine.

By WCRC Leaders

Harnessing AI for Strategic Leadership: How CEOs Are Making Smarter Decisions

Harnessing AI for Strategic Leadership: How CEOs Are Making Smarter Decisions

The AI Revolution in Corporate Leadership In today's rapidly evolving business landscape, artificial intelligence (AI) is revolutionizing the way corporate leaders make decisions. The integration of AI technologies into

By WCRC Leaders

Understanding AI: Concepts, Applications, and Future Trends

Understanding AI: Concepts, Applications, and Future Trends

What is Artificial Intelligence? Artificial Intelligence (AI) is a multidisciplinary field focused on creating systems capable of performing tasks that typically require human intelligence. These tasks encompass a range

By WCRC Leaders

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