Latest AI News

TCS has formed a new AI and services transformation unit, appointing veteran Amit Kapur as Chief AI & Services Transformation Officer effective September 2025. This strategic move consolidates all existing AI initiatives to enhance innovation, scale AI impact, reimagine global investments, and develop new partnership ecosystems. The restructuring comes as Indian IT firms intensify AI-driven product development amid subdued tech spending, reflecting the growing significance of AI in delivering advanced technology services and transforming the global tech landscape.

TCS has established a new AI and Services Transformation unit, consolidating its artificial intelligence initiatives under one structure. Amit Kapur, who has been with TCS since 1999 and currently leads UK and Ireland operations, will head this unit starting September 2025, reporting to COO Aarthi Subramanian. This restructuring reflects TCS's strategic focus on AI amid changing industry dynamics, with Chairman Chandrasekaran describing Generative AI as a "civilizational shift." The move comes as Indian IT firms adapt to global tech spending patterns and increasing client demand for AI solutions, while TCS simultaneously undergoes workforce adjustments related to automation adoption.

Nvidia's recent financial results reflect the impact of the U.S.-China trade war, with a notable 15% revenue share mandate introduced in August 2025 requiring payments to the U.S. Treasury for certain AI chip sales to China. Despite Chinese authorities discouraging use of Nvidia's H20 processors and promoting domestic alternatives, Nvidia's stock remains strong. The company faces potential losses of up to $15 billion in Chinese sales and is developing China-specific chips in response. Meanwhile, Chinese tech giants are accelerating domestic semiconductor development, signaling a shifting global semiconductor landscape as both nations maneuver for technological advantage.

The U.S. Commerce Department canceled a $7.4 billion semiconductor research grant agreement made under the Biden administration after determining that the National Center for the Advancement of Semiconductor Technology (Natcast) was illegally created. The National Institute of Standards and Technology will now directly manage these funds instead of the private non-profit organization.