Data centres, AI become IT's next growth bet

Short summary

India's major IT services firms—TCS, HCLTech, Accenture, and Cognizant—are investing heavily in AI platforms and data center infrastructure to position themselves as end-to-end enterprise partners. This marks the industry's pivot from pure software services toward infrastructure and AI capabilities. The shift signals significant repositioning in the global outsourcing market.

• •HCLTech, TCS, Accenture, Cognizant expanding into AI and data centers
• •Strategic pivot from software services to full-stack infrastructure partnerships
• •Reflects India's IT services sector repositioning against global competition

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