Indian IT Firms Adapt To AI-Induced Disruption

ET Intelligence Group reports that OpenAI and Anthropic's recent advanced code-generation models prompted investor concern and led the BSE IT index to fall about 15% over eight trading sessions to February 13. Indian IT exporters, including TCS, Infosys, HCL, Wipro and Tech Mahindra, showed resilient deal momentum with top-five aggregate TCV above $20 billion each quarter to December 2025, indicating medium-to-long-term viability as firms upskill and partner on AI.
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