Indian Entrepreneur@indianentrepreneurAn Anand Rathi report says IT firms earning from enterprise AI adoption without heavy infrastructure spending may gain ground. Investors are increasingly separating AI builders from AI earners.
The real risk, it adds, is the widening gap between AI spending and proven revenue, not weaker demand. New openings in modernisation and cybersecurity are emerging, but they have not yet made up for softness in optional tech spending.
A wider IT recovery still hinges on enterprise budgets, so the report favours selective picks over a sector-wide rebound.
