AI Summit: I hope Infosys becomes a global AI services company, says Vinod Khosla on IT disruption

Vinod Khosla

Tech billionaire and venture capitalist Vinod Khosla said he hopes Infosys becomes a global AI services company, as Indian IT services may survive the disruption if it looks at newer opportunities.

His response comes following Infosys Co-founder Nandan Nilekani emphasising on a deployment gap between the advancements in AI and the pace at which it's getting adopted in enterprises, ultimately making IT services a plug for this. Nilekani was speaking at Infosys Investor AI Day on February 17.

Speaking to Moneycontrol on the sidelines of India AI Impact Summit in Delhi, Khosla said, “I hope Infosys becomes an AI services company all over the world -- Africa, Southeast Asia, the West. There are new opportunities just as the old ones get destroyed, so I'm not pessimistic about it. I think India as an exporter of AI expertise and deployment is a massive opportunity.”

Founder of Khosla Ventures and an early backer of prominent AI upstarts, including OpenAI and Sarvam, Khosla added, “Nandan's right, not everything is easily deployable today, because most people don't understand AI. I am looking at the 2030 - 2035 timeframe, these (IT) companies will have to do something dramatically different, because the traditional business, whether it's in IT services or BPO or others, will go away.”

“The thing is to realise the world is moving on... The world globally needs more AI expertise, and India has the people who can provide it,” Khosla said.

Meanwhile, Infosys shares rose more than 4 per cent, after it announced a strategic partnership with Anthropic, amid worries around AI-led disruption in the sector.