What companies are actually saying about AI — on the record, with the receipts.
StratRadar reads every earnings call and filing across 109 Indian and global companies and turns what management said about AI into a source-linked view for people deciding how AI reshapes their investments.
Findings you only see by reading every call together
Five companies quantify AI revenue. No two use the same definition.
This is the most consequential finding in the dataset, and it is invisible unless you read the sector together. TCS discloses AI services at $2.3bn annualized by Q4 FY26 (up from $1.8bn and +17.3% QoQ constant-currency in Q3), scoped by…
Custom silicon has reached gigawatt scale — and NVIDIA's filings never mention it
The counterweight to NVIDIA moved from experiment to committed capacity inside this corpus's window. AMD's filed releases disclose a 6 GW Instinct commitment from Meta anchored by a custom MI450-based GPU, a 6 GW OpenAI arrangement, an…
The silence is a finding: large operators with obvious AI surface area said nothing at all
Because this dataset covers every company in scope rather than only the ones with an AI story, it captures the negative space — and the negative space is informative. Swiggy, running food delivery and quick commerce with enormous routing,…
The banks are building in-house — which is a direct threat to the IT vendors selling to them
The most under-appreciated cross-sector read-through in this dataset runs from the banking profiles back to the IT services profiles, and it is only visible when both are read together. HDFC Bank's CEO described creating in-house a unified…
AI workforce reduction has moved from euphemism to filed exhibit
The India synthesis tracked the pyramid breaking through hiring numbers; the global filings now say it outright. Intuit filed an employee memo as an SEC exhibit — the same day as its earnings release — announcing a roughly 17% full-time…
Agentic commerce: everyone names it, almost no one numbers it
Across the commerce and payments segments, agentic commerce is the most-named and least-quantified theme in the corpus. Visa's CEO quotes pair 'AI and stablecoins' in three of four quarters; Mastercard names Agent Pay in three of four;…