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Industry executives said the changes materially improve ease of operations and reduce audit exposure and dispute risk.
ISM 2.0, ECMS approvals, and capex visibility can have a big impact on EMS and semiconductor-linked players
Additionally, Gupta also pointed out that the use case of foreign cloud providers serving global demand from India shall increase significantly.
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.
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.
Finance Minister Nirmala Sitharaman added that this measure will make India a global leader in services with a 10% global share by 2047.
Sitharaman said new technologies are enhancing production but at the same time, increasing demand for water and energy sharply
Analysts said the Nifty needs to hold above the 25,350 level to extend its upward move towards 25,600.
Within the segment, GCC clients now account for roughly 72% of professional staffing headcount.
Murthy described legendary banker Aditya Puri as 'India’s finest entrepreneur post-Independence,' drawing a contrast between the paths taken by Infosys and HDFC Bank in building scale and influence.
Indian IT majors say the next phase will be less about hype and more about fundamentals, clean data, clear accountability, and systems that can explain their decisions at scale.
Services have increasingly carried the burden of export growth, even as global conditions have become more volatile, it says
The survey has flagged the risk of unchecked automation in a country with a large and diverse workforce, arguing that AI deployment must be carefully seen through to avoid destabilising labour markets
Soota currently holds over 32% in the IT services firm directly and more than 40% through other promoter holdings. Soota’s stake in Happiest Minds Technologies is valued at approximately Rs 1,980 crore at current market prices.
India’s AI ambition hits a hard constraint: capital, compute and the cost of catching up
The Aadhaar architect argued that the focus should be on building AI use cases that benefit millions of people, particularly in areas that improve livelihoods and strengthen public services
Intelligence is created when applications are embedded into real workflows and operate at scale rather than through models or tokens in isolation, Nvidia's managing director for South Asia Vishal Dhupar has said
Touted as the “mother of all deals”, the FTA is being assessed by the $283-billion IT, tech, and services industry as a medium-term structural positive rather than an immediate demand trigger.
The survey shows that 53.2% of respondents expect significant disruption from AI in terms of ROI, use case adoption, and skills, while 46.8% anticipate moderate disruption.
The facility is expected to be ready by 2027, and will serve as a strategic delivery hub for clients across Brazil and the wider Latin American region.
UST has been working with the Muthoot Pappachan Group since 2020, supporting its digital transformation across infrastructure, cloud, and security domains.
“This could lead to more EU investment in India's IT ecosystem, joint ventures, R&D in AI, semiconductors, clean tech, and startups,” the technology industry body said.
The industry has also flagged transfer pricing as a persistent challenge for GCCs as they move into higher-value and IP-linked work.
IT firm DXC Technology to move campus to Prestige Lakeshore Drive in Bellandur on the Outer Ring Road
The company plans to expand its team in Hyderabad this year, focusing on roles such as software engineers with AI skills, machine learning specialists and research scientists
