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121 stories · latest 07 Oct 2026 · clear filter
The finance angle is the Rs 25,000 crore Anant Raj committed to data-centre infrastructure in Haryana under a June 2026 memorandum: the Orange tie-up is about finding overseas tenants for that capacity. A developer…
The finance angle is the size of the untapped domestic market: with about 75% of firms not yet using AI, most enterprise spending on it in India is still ahead, and that is the revenue line Indian IT services…
The finance angle is where AI capital spending reaches Indian suppliers: Rs 150 crore for this order and close to Rs 300 crore from this one hyperscaler in under a year, paid to an Indian contractor for building and…
Banks, insurers, payment systems and government bodies often cannot send customer data abroad, which has kept many AI projects at the pilot stage; local processing removes that obstacle for Claude. The money flows to…
The finance angle is revenue that is bought and locked in. Wipro's Mindsprint deal is put at about USD 1 billion (Rs 9,625 crore) of revenue over eight years; TCS paid about Rs 2,000 crore for Best Buy's centre. These…
Wages are the largest cost line for Indian IT services companies, and hiring is an early reading of the demand they see. A 4% fall in IT services postings alongside 20% growth in AI/ML roles and 4% growth at global…
The finance angle is the direction of work rather than a disclosed figure: no contract value was given. Captive centres run by overseas companies have been taking work that once went to Indian IT vendors; here a client…
Advertising is the main revenue line for listed Indian broadcasters, publishers and internet platforms, and for the agencies that place campaigns. A new ad seller with a user base in the hundreds of millions competes…
An 8.2% AI share of $5,082 million implies a little over $400 million of AI revenue in the quarter for India's second-largest IT exporter, which gives investors a figure to set beside TCS's $2.6 billion annualised…
Wipro's numbers show AI-led deals being signed without yet lifting revenue: large deal bookings grew 12.9% to $1.63 billion, but IT services revenue fell 1.4% on the quarter to $2.61 billion and the guided range of…
Advanced AI at $171 million is under 5% of HCLTech's $3.65 billion quarterly revenue but is growing 62.1% a year against 2.6% for the company overall. The planned outlay of up to Rs 3,500 crore on AI data centres…
TCS is the first large Indian IT exporter to give a running dollar figure for AI work: $2.6 billion annualised, growing 13.6% in one quarter while group revenue grew 2.2%. The $9.5 billion of contract value signed in…
Guidance from India's second-largest IT services company is read as a gauge of sector demand for the year. A low single-digit band, which analysts tied to AI-led pricing deflation, puts pressure on revenue growth and…