neovayglobal

For three years, Indian IT's AI story ran on adjectives, not arithmetic. Every earnings call brought a new platform, a new agent, a new slogan about "AI-led transformation" — and almost no hard numbers to back it up. That changed this quarter. TCS reported a $2.6 billion annualised revenue run rate from AI. Infosys said AI now makes up 8.2% of total revenue. HCLTech's Advanced AI business grew 62% year-on-year to $171 million. For anyone who has spent the last three years asking Indian IT to...

For more than a decade, India's Global Capability Centre (GCC) ecosystem has been one of the world's great business success stories. The numbers have been extraordinary. More than 1,800 GCCs, hundreds of thousands of knowledge workers, and a steady stream of multinational corporations expanding their India footprint. Every new technology wave—cloud, digital transformation, analytics, automation, and now artificial intelligence—has been accompanied by a familiar promise:“GCCs will move up the...

For decades, IT services ran on a simple formula: more people, more hours, more revenue. Clients paid for capacity. Providers sold expertise by the hour or the headcount, and offshore delivery only made the math more attractive. Artificial Intelligence is starting to break that formula. As AI and automation take on more of the work in software development, testing, support and business processes, a hard question is emerging: if providers can deliver more with fewer people, should clients keep...