Kaynes Technology Q3: Execution delays weigh on growth momentum
The company is making a strategic shift from EMS Vendor to Integrated Electronics Platform
Qualcomm's 2-nm chip shows India’s shift to end-to-end chip design: IT Minister Vaishnaw
Vaishnaw also said that India will soon add 20,000 GPUs as AI compute capacity expands.
Two companies planning AI server manufacturing units amid data centre push: IT minister Vaishnaw
Globally, AI server manufacturing is dominated by Taiwanese Original Design Manufacturers (ODMs) such as Foxconn, Quanta, and Wistron, along with branded players like Dell, HPE, and Lenovo, while platforms are largely Nvidia, AMD, and Intel.
LinkedIn’s India user base grows 20% YoY to 167 million
LinkedIn is betting big on its AI skilling, assisting tools and solutions, to drive sales through its B2B talent solutions business. India remains one of its core markets for AI adoption and revenue generation.
Execution worries for DPDP Act as 71% firms struggle with interpretation: EY Survey
Close to 80% of organisations have not yet updated or drafted DPDP-aligned privacy policies or governance frameworks, pointing to a lack of structural preparedness.
Cognizant to roll out 100% bonus pay after hitting growth targets ahead of plan
Cognizant’s entry into the 'Winner’s Circle' followed 6.4% year-on-year constant currency growth in 2025, the highest among large IT services firms
India's AI Economic Council a ‘brilliant idea’ to guide AI’s impact on jobs, says Cognizant CEO
He argued that productivity gains from AI need to be deliberately channelled back into the workforce to support long-term growth and social stability.
Cognizant offers reality check on Anthropic AI after Rs 2-lakh-cr IT rout, says value won’t shift magically
Addressing concerns in the post-earnings press conference, Cognizant CEO Ravi Kumar S said the assumption that new AI tools can be plugged into enterprise environments and immediately replace large parts of IT services work is misplaced.
Cognizant plans to hire about 25,000 freshers in 2026 as AI boosts productivity
Contrary to the widespread discussion on AI-led job losses, the management said higher fresher intake is being supported by rising productivity at the bottom of the pyramid, enabled by greater use of AI tools and agentic software.
Cognizant beats Q4 revenue guidance, flags cautious demand
For 2026, Cognizant guided for constant currency revenue growth of 4-6.5%.
Anthropic-led AI volatility an opportunity for IT services, says Happiest Minds’ Ashok Soota
Drawing parallels with earlier disruptions such as SaaS and cloud computing, Soota said every major technology shift has historically expanded the scope of IT services.
Indian IT selloff reflects AI-led repricing fears, not demand collapse, say analysts
Market participants pointed to renewed concerns after Palantir’s latest earnings commentary highlighted how AI-led platforms are compressing timelines for complex enterprise work, worrying expectations around traditional IT services-led revenue models.
Infosys to setup US lender Citizens’ AI-first innovation hub in Bengaluru
The collaboration comes at a time when global banks are expanding India-based GCCs to scale AI development, talent, and digital product engineering.
US-India trade deal eases outsourcing curb fears for Indian IT, GCCs
The easing of trade-related anxiety is expected to directly benefit GCCs, as US enterprises that had adopted a wait-and-watch stance on expanding or setting up centres in India amid trade friction begin to move forward with their plans.
US trade deal strengthens India’s position as a strategic technology partner, not just a low-cost delivery hub: Experts
According to Phil Fersht, CEO, HFS Research, this tariff cut will bring a strategic alignment, as a softer US-India trade posture reduces geopolitical friction at a time when enterprises are already reassessing supply chains, vendor concentration, and long-term delivery models.
Govt’s push to AI in Budget 2026 to improve productivity in sectors, says FM Sitharaman
The finance minister said that using AI will not displace labor but will create more job opportunities for people who are trained and skilled in AI.
Budget's Data Centre push wins applause, but sparks level-playing-field concerns
Industry leaders believe this move is India’s play to outcompete established hubs like Singapore, Ireland, and the Middle East for global cloud infrastructure investment.
Budget 2026 signals India doubling down on its position as global tech services leader, IT industry says
As per the new budget, the government has proposed increasing threshold of safe harbour margins for Indian information technology services sector from Rs 300 crores to Rs 2000 crores.
GCC industry cheers Budget 2026, says it ends the challenging transfer pricing uncertainty
Industry executives said the changes materially improve ease of operations and reduce audit exposure and dispute risk.
Can Budget 2026 help India’s electronics manufacturing mature?
ISM 2.0, ECMS approvals, and capex visibility can have a big impact on EMS and semiconductor-linked players
Data Centre tax holiday to benefit Indian players, GPU infra big way: Yotta CEO Gupta
Additionally, Gupta also pointed out that the use case of foreign cloud providers serving global demand from India shall increase significantly.
Budget 2026: Govt proposes safe harbour margin of 15.5% for IT sector; expands threshold from Rs 300 crore to Rs 2000 crore
Calling India a global leader in IT services, Sitharaman has clubbed software development services, contract R&D services, IT enabled services, knowledge process outsourcing under a single category of Information Technology (IT) Services.
Foreign cloud providers using local data centres to get tax holiday till 2047, FM announces in Budget
To qualify, such companies must route services for Indian customers through an Indian reseller entity, ensuring that India not only becomes a global hub for cloud infrastructure.
Budget 2026 proposes to setup high-powered committee to recommend measures on services sector
Finance Minister Nirmala Sitharaman added that this measure will make India a global leader in services with a 10% global share by 2047.
Budget 2026: Cutting-edge technologies, including AI, can serve as growth multipliers, says Finance Minister
Sitharaman said new technologies are enhancing production but at the same time, increasing demand for water and energy sharply
