Is An AI Services Hyper Cycle Coming? Here's What Indian IT Earnings Tell Us!

Описание: In 2025, AI adoption in India shifted from experimentation to routine use.
Most AI budgets were towards infrastructure such as data centers, computation power, and foundational tooling. The next stage begins when incremental gains from “more hardware” start flattening and attention shifts to software, platforms, and modernization programs.

Earlier technology cycles saw heavy capex first and were followed by services focus. Capex growth for AI infra has been very high recently (50% and 66% over the last two years).

So there are a few important questions:
1. What trends are we seeing from the latest IT earnings reports wrt AI?

2. Will the AI cycle follow a similar pattern to the cloud infrastructure with a transition to services?

3. How fast can India integrate AI and where does it change outcomes?

So lets get into it.

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