AI disrupts Indian IT: Why TCS & Infosys face pain while niche players surge
While the tech world gushes over generative AI, India's venerable IT titans, like TCS and Infosys, seem to be caught flat-footed in the digital dust. It's not just a 'wait and see' strategy; it's looking increasingly like a 'wait and be overtaken' scenario. The behemoths, built on scale and legacy outsourcing, are struggling to pivot fast enough, leaving prime real estate in the AI landscape open for nimble, specialized firms to not just compete, but to absolutely dominate.
Indeed, market expert Sudip Bandyopadhyay has sounded the alarm, warning that these traditional giants face significant restructuring and margin pressure as the AI revolution redefines IT services. Their sheer size, once an advantage, now hinders their agility in adopting cutting-edge AI solutions. In contrast, newer, focused IT firms are charting a course for success by strategically targeting high-growth, niche sectors, from intricate travel tech solutions to bespoke AI-driven analytics, proving that in the age of AI, specialization trumps generalization.
