← Top stories
Expansion● Neutral for Indian equities
Microsoft packages business AI in single app as it tries to compete with Anthropic
The brief
- Microsoft is updating Copilot to combine more capabilities in one app
- The move comes as Microsoft seeks a winning AI strategy and competes with Anthropic
- Indian IT services firms face evolving competition as global technology companies expand AI offerings
- Wall Street rises as investors buy AI stocks; Microsoft rallies
- Bill Gates warns AI could enable events causing a billion deaths
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage