IT Services Surge: TCS & Infosys Positioned to Lead Cloud & AI-Driven Growth

With the global technology services cycle shifting decisively toward cloud computing, artificial intelligence (AI) and end-to-end digital transformation, Indian IT major

and stand out as clear beneficiaries. TCS’s launch of offerings like SovereignSecure™ Cloud and its AI-driven low-code platform DigiBOLT™ underscores its move into higher-margin digital services. Infosys’s partnership with TDC Net to modernize infrastructure using AI-driven hyper-automation illustrates its strength in next-gen digital deals. As clients globally ramp up spend on digital infrastructure, the shift from cost-outsourcing to value-added transformation deals is becoming more pronounced. In this environment, besides TCS and Infosys, other listed tech names such as and may attract renewed interest as investors chase exposure to the global digital-services growth theme. The key drivers for outperformance will include: rising deal sizes, higher share of digital/cloud revenues, strong order books, and favourable client-spend momentum in sectors like BFSI, manufacturing and telecom.