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Vineet Saxena

31st Aug · SEBI-Registered Analyst

💻 What’s Happening in India’s IT Sector?

The IT industry is facing structural headwinds, with growth moderating to ~4–5%. Generative AI is reshaping services, but hasn’t yet boosted revenues meaningfully. Companies like TCS are building AI-focused units, while HCLTech is investing heavily in upskilling. At the same time, a talent crunch in AI & cloud, Bengaluru’s infrastructure strain, and rising focus on semiconductors & data centers are shifting the industry’s future. The sector is no longer just about IT services—it’s transforming into a tech + infra + AI ecosystem. 🚀

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