Mid-cap IT firms better positioned amid AI adoption and H-1B changes: Equirus Capital

Mid-cap IT companies could be better positioned than their large-cap peers as enterprise demand improves and AI-led upskilling gains momentum, even as hiring models adjust to recent changes in the H-1B visa framework, according to Sandeep Gogia, Managing Director and Sector Lead – Tech & Digital at Equirus Capital. His comments follow the Department of Homeland Security’s major overhaul of the H-1B visa programme, replacing the random lottery with a weighted selection system favouring higher-skilled and higher-paid foreign workers.