Santosh said the bigger opportunity lies in expanding India’s computing footprint, where household PC penetration is still under 10 percent.
Vaishnaw indicated that India’s semiconductor ambitions are expanding beyond assembly and packaging into deeper technology layers.
From '85 million jobs displaced' to 'half of white-collar work wiped out': A running record of the most consequential AI-and-labour predictions.
Earlier shifts allowed enterprises to add a front-end or move applications from on-premise systems to the cloud without changing core processes but AI has upended the pace, Nilekani has said
While AI presents a major opportunity, the bigger risk for companies is execution. 'It’s not an opportunity risk, it’s an execution risk,' says the Infosys chairman
Nilekani said enterprises will need new skills focused on AI engineering, agent orchestration, and managing non-deterministic systems, where the same prompt can generate different outcomes each time.
Infosys, Cognizant, and HCLTech have all affirmed a similar shift, telling investors that AI-led platforms and productivity gains are redefining their business models
The wallet share of IT services in worldwide IT spending is moderating
As New Delhi hosts the India AI Impact Summit 2026 amid market jitters and global churn, the real test lies in turning rhetoric into regulation, innovation into inclusion, and ambition into actionable leadership
Anthropic says its AI writes nearly all internal code, but insists engineers are “more important than ever” amid white-collar job fears.
Alibaba has been among the most aggressive investors in and advocates for AI since DeepSeek reinvigorated the local tech industry.
Under the collaboration, TCS — through its subsidiary HyperVault AI Data Center Limited (HyperVault) — and AMD will co-develop the architecture that will be purpose-built to support 'sovereign AI factories' aligned with India’s national AI initiatives.
Dario Amodei stated that Claude is 'working very hard' to support a long tail of regional languages in India
Ajay Sood calls for inclusive, job-creating AI with techno-legal safeguards at India AI Impact Summit 2026 in New Delhi.
When asked about the recent sell-off in the Indian IT stocks due to Claude Cowork, Ghose told Moneycontrol the intent is to "complement, coexist (and) build things together".
Khosla said AI systems are rapidly nearing a point where they can outperform humans in most economically valuable tasks.
The AI transition has been in the works for at least over a year for most of these Tier-1 IT majors, and this reflected in the steadfast belief Indian investors held in the past couple of weeks even as the US-driven AI panic led to stock rout.
The meeting comes at a time when investors are pressing large IT firms for answers on how generative AI will translate into sustainable revenue growth, margins and competitive differentiation
UN chief Antonio Guterres tells PTI India is the right host for AI Summit 2026, urging inclusive AI and warning against US-China dominance.
AI may well redefine productivity over the next decade. But markets do not price decades, they price cash flows. And in 2026, the story has shifted from growth at any cost to returns on capital deployed.
Nvidia CEO Huang was expected to be one of the biggest attractions at the summit, which will be inaugurated by Prime Minister Narendra Modi on Thursday.
Infosys’ variable pay has steadily improved over recent quarters, rising from about 65-80%, and now averaging around 85% in Q3FY26.
Hiring momentum for mid-level roles, defined as positions with annual compensation between Rs 5 lakh and Rs 30 lakh, has moderated over the past few years.
However, the IT major, last week, said the assumption that new AI tools can be plugged into enterprise environments and immediately replace large parts of IT services work is misplaced.
Growth metrics like revenue per employee and margin per employee will now increasingly depend on how effectively firms embed AI into delivery.