kaip indusams sekasi su AI:
India's IT sector is being repriced rather than destroyed: the top five firms all grew revenue in FY2026 while shrinking headcount by ~7,400 combined, TCS cut 12,200 managers despite record $30B+ revenue, and clients now demand 20-30% price cuts — HCLTech calls it "AI deflation," TCS calls it "degrowth" — which sent the Nifty IT index down 21% in February 2026, its worst month in 23 years. But it isn't a collapse: TCS added 9,279 net in Q1 FY27, the big three plan ~80,000 fresher hires this year, AI-linked postings are up 32%, and Bain projects 2.3 million AI openings by 2027 against ~1.2 million qualified people. The losers are mid-tenure staff in commoditized stacks, testing, and L1/L2 support; the real macro worry is that an industry employing six million and generating ~12% of GDP was India's consumption engine, and its graduate-absorption capacity is shrinking faster than the AI-skilled replacement can take up.
India's IT sector is being repriced rather than destroyed: the top five firms all grew revenue in FY2026 while shrinking headcount by ~7,400 combined, TCS cut 12,200 managers despite record $30B+ revenue, and clients now demand 20-30% price cuts — HCLTech calls it "AI deflation," TCS calls it "degrowth" — which sent the Nifty IT index down 21% in February 2026, its worst month in 23 years. But it isn't a collapse: TCS added 9,279 net in Q1 FY27, the big three plan ~80,000 fresher hires this year, AI-linked postings are up 32%, and Bain projects 2.3 million AI openings by 2027 against ~1.2 million qualified people. The losers are mid-tenure staff in commoditized stacks, testing, and L1/L2 support; the real macro worry is that an industry employing six million and generating ~12% of GDP was India's consumption engine, and its graduate-absorption capacity is shrinking faster than the AI-skilled replacement can take up.