Indian IT down: Good News? скачать в хорошем качестве

Indian IT down: Good News?

Indian IT companies are facing a huge heat these days. Why? Because a new Anthropic model Claude Cowork was released late January 2026. As part of the model, Anthropic released 11 open source plugins which are essentially AI agents capable of automating complex, white collar tasks which can threaten the traditional labour intensive work that Indian IT do for their foreign as well as local clients. The threat is being perceived because these AI agents could possibly replace Indian IT firms for the foreign clients. International firms might be able to handle all their work through those AI agents without replying upon Indian IT companies which offered services at lower prices because they had the leverage of skilled cheap labour in India. While these models are the base layer upon which work can be automated. And I did research upon the developments in the Indian IT firms which makes me believe that the panic is unwanted as of now. Indian IT firms Tata Elxi, TCS, HCL Tech, Infosys and others are already working on incorporating AI into their work. Their Indian business will not be threatened by any of the automating models because every local work needs a localised specialisation and these models are generic. They need to be trained on the local needs and values to work. In that case, Indian IT firms will always have the edge at least for their Indian clients. Also, the agents will take time to become trained even for their foreign clients. So why did the crash happen? Because it’s a sentimental play. The asset prices are decided according to their future value. Investors are worried that AI will take away Indian IT firms revenue and work. I don’t think it will happen so suddenly. Anyway, Nifty IT index has fallen 30% in 2 months, I will take this opportunity to buy more of it and some select IT companies. And this is not a recommendation rather explaining to you how to build your investing thesis. Do your own research. More about this later.