IT Services
Reporting, analysis and features from AIM's IT Services section.
If AI Can't Accelerate Accenture’s Growth, Does it Leave Hope for Anyone Else?
AI bookings are surging at Accenture, yet it has cut growth guidance as demand remains uneven.
Ajay Rag ·
Indian IT is Tearing Up Its Billing Manual, But Unsure What to Charge Next
As AI strips away the visible effort behind a line of code or a closed ticket, Indian IT is busy figuring out whether outcome-based pricing is the best fit.
Ajay Rag ·
Indian IT Once Feared GCCs. Now, it is Racing to Monetise GCC-as-a-Service
GCCs are evolving into a major growth strategy as IT firms seek new revenue pools in building and running AI-native captive centres.
Ajay Rag ·
AI is Eating Away at Indian IT's Old Business. Can it Rewrite Enterprise Playbook?
From Mistral tie-ups to proprietary agentic platforms, India's technology services majors are racing to reinvent themselves for the AI era.
Ajay Rag ·
Why N Chandrasekaran Wants TCS to Have as Many AI Agents as Employees
With AI revenues nearing $2.5 billion annually and growing at 22% every quarter, TCS Chairman N Chandrasekharan says AI is the 'most significant opportunity' in the company's history.
Ajay Rag ·
Indian IT Loses 25% of Its Value in 6 Months as AI-Led Repricing Adds Pressure
From a high of close to 40,000 to below 29,000, the Nifty IT index has shed nearly 29% since the beginning of this year.
Ajay Rag ·
LTTS Says AI-Native Workflows Could Shrink Middle Layers in Engineering Teams
‘Future engineering teams could evolve towards smaller, agile structures as AI tools become more deeply integrated into software development and engineering workflows’.
C P Balasubramanyam ·
The Costliest Employee in Tech May No Longer Be Human
As AI coding stacks begin costing as much as junior engineers, software companies are quietly restructuring around token economics instead of headcount.
Ajay Rag ·
Happiest Minds Sees AI-led Momentum in FY26, But Can it Escape the Mid-Tier Trap?
Happiest Minds’ AI business is growing rapidly, but the real challenge is whether the mid-tier IT firm can scale fast enough to stand out in an increasingly crowded AI services market.
Ajay Rag ·
With Indian IT Entry Roles Automated, Freshers Now Need Meta Skills
AI is not just eliminating entry-level IT jobs. It is raising the bar for what a fresher must know to get through the door.
Ajay Rag ·
Maveric Systems Wants Banks to Walk Away From Flashy AI Pilots
CEO Ranga Reddy says Maveric now rejects AI work unless banks meet three strict readiness conditions.
C P Balasubramanyam ·
Rupee's Fall Cushions Indian IT, But it Won't Win New Contracts
With the rupee at a historic low against the dollar, it is expected to boost Indian IT margins. However, analysts say that is a narrow read.
Ajay Rag ·
Beyond Copilots: Enterprise AI Enters the Era of Self-Healing IT
As Kyndryl deploys agentic AI to predict and prevent outages, enterprises confront a bigger challenge: trusting AI to run mission-critical operations autonomously.
C P Balasubramanyam ·
AI Helps Smaller IT Firms Break Into India’s Mega Deal Market
Mid-caps are chasing mega-contracts. Small-caps are eyeing mid-tier turf. And the giants are still figuring out their next move.
Ajay Rag ·
Fuel Crisis Reopens India’s Most Uncomfortable Workplace Debate
Industry observers say many IT companies remain wary of returning to prolonged remote work, especially as they restructure teams and adapt to AI-led changes in business models.
Ajay Rag ·
OpenAI Enters Consulting Arena, and India's IT Stocks are Paying the Price
OpenAI's $4 billion Deployment Company has sent shockwaves through India's technology sector, plunging the Nifty IT index by 3.7%.
Ajay Rag ·
In IT Firms, AI is Boosting Revenue Per Employee—at the Cost of Employees
AI is boosting IT firms’ margins and employee productivity faster than revenue growth, signalling a structural shift away from the long-standing headcount-led model.
Ajay Rag ·
The Great IT Divide: Why India's Mid-Tier Firms are at an AI Advantage
FY26 earnings revealed a widening AI divide in Indian IT, with mid-tier firms outpacing larger rivals through quicker AI adoption and sector-focused execution.
Ajay Rag ·
Tech Talent Moving From Bay Area to Bengaluru are Facing a Hard Reality
GCCs, AI firms, and startups are hiring global Indian leaders, but many companies are struggling to adapt.
C P Balasubramanyam ·
Indian IT's Biggest AI Partners are Also Its Newest Enterprise Threats
Anthropic and OpenAI are pushing deeper into enterprise services, but their continued reliance on Indian IT firms like Infosys and Tata Consultancy Services underscores a deeper paradox.
Ajay Rag ·