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India’s Shift from Manpower to AI Enabled Productivity
Posted inArtificial Intelligence Global Capability Centres

AI is not killing Indian IT. It could become its next growth engine

India’s information technology industry has spent the past two years confronting a difficult question: will artificial intelligence eventually reduce the need for the very services that made Indian IT a…
Posted by Shilpa Dhingra October 8, 2026
AI capex growth may be losing momentum, but Indian IT could emerge as a contrarian beneficiary as the AI cycle shifts from infrastructure spending to application and deployment.
Posted inArtificial Intelligence

AI capex boom may be losing steam; Indian IT could emerge as contrarian winner: Nuvama Institutional Equities

The global artificial intelligence (AI) investment boom may be approaching a critical turning point, with the benefits of massive data-centre spending beginning to fade and risks of a slowdown in…
Posted by Team VAINETRA September 7, 2026
A human hand and a robotic hand reach toward a glowing digital brain hologram inside a modern office, symbolising enterprise artificial intelligence, human AI collaboration, and next generation AI innovation.
Posted inArtificial Intelligence Data Centres

HCL Tech bets big on sovereign AI, enterprise models and AI data centres as CEO C Vijayakumar outlines next growth engine

Artificial intelligence has moved beyond experimentation and is becoming the core growth engine for HCL Technologies. During the company's Q1 FY27 earnings call, C Vijayakumar, Chief Executive Officer and Managing…
Posted by Team VAINETRA July 19, 2026
AI IT Stocks
Posted inArtificial Intelligence India Inc

AI deflation may delay Indian IT recovery for years: JP Morgan

AI driven productivity improvements are creating deflation in traditional IT services, slowing revenue growth and delaying a full recovery for India's IT sector until FY30, according to JP Morgan.
Posted by thecontentbull@gmail.com June 29, 2026
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