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The technology distributor, which is repositioning itself beyond a pure-play distribution model, sees GCCs, data centres, and services-led engagements emerging as key growth drivers over the next few years.
Over the past year, LTM has been winning several mega deals driven by its AI solutions offerings.
Soota said the AI-first push is already beginning to show up in business momentum, citing stronger order flows and an improving pipeline
Oracle is set to offer its multi-cloud services with three new data centres in India by April, two with AWS and one Google Cloud, Kumar told Moneycontrol in an interview.
The funding round values Entire at $300 million and also includes individual investments from industry leaders such as Yahoo co-founder Jerry Yang, Datadog CEO Olivier Pomel, and Y Combinator head Garry Tan.
The amendments introduce mandatory labelling and due diligence obligations for synthetically generated content, even as industry bodies had earlier warned against overbroad definitions and compliance challenges.
“We are seeing a hockey stick growth. In the last two years, cloud business has doubled and the momentum continues in India…we are going to launch more data centres in this calendar year,” said Kapil Makhija, VP, Technology Cloud, Oracle India.
The company is making a strategic shift from EMS Vendor to Integrated Electronics Platform
Vaishnaw also said that India will soon add 20,000 GPUs as AI compute capacity expands.
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 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.
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’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
He argued that productivity gains from AI need to be deliberately channelled back into the workforce to support long-term growth and social stability.
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.
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.
For 2026, Cognizant guided for constant currency revenue growth of 4-6.5%.
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.
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.
The collaboration comes at a time when global banks are expanding India-based GCCs to scale AI development, talent, and digital product engineering.
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.
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.
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.
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.
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.
