The Daily Brief Indian IT tries to fight the rising tide of uncertainty
Jan 21, 2026
The podcast dives into the challenges facing the Indian IT sector, emphasizing the impact of AI, geographic diversification, and evolving pricing strategies. It examines the latest quarterly results from major companies like TCS and Infosys, highlighting emerging AI initiatives. The discussion shifts to India's solar manufacturing ambitions, exploring the hurdles of supply chains and policy missteps that have stalled progress. Finally, tidbits on international deals and economic growth provide a broader context to India's changing landscape.
AI Snips
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Transcript
Episode notes
AI Deployment Is Real But Moat Unclear
- Large Indian IT firms are transitioning from pilots to real AI deployments, showing early revenue and platform plays.
- But their ultimate AI moat remains unclear because flexibility across AI tools and outcome-based pricing are unproven.
Big Firms Show Early AI Revenue Signals
- TCS, Infosys, HCL Tech and Tech Mahindra reported AI-linked revenue growth and platform initiatives this quarter.
- Companies are defining AI value pools, faster deployment times, and outcome-based deals but long-term differentiation is still uncertain.
Flexibility Trumps Picking A Single AI Vendor
- Speed of AI change may outpace large IT firms' vendor choices and procurement cycles.
- The real winner may be the firm that builds an OS to swap AI tools quickly rather than one that picks a single provider.