#itservices

📊 Інвестори знову перевіряють стійкість IT-сектору: Wall Street розпродає акції IT-сервісних компаній через страхи щодо AI. Паралельно Nvidia та SpaceX прогнозують по $1 трлн виручки, але питання залишається — чи не є поточна хвиля продажів надмірною реакцією ринку. Історично панічні розпродажі на тлі технологічних змін часто створювали точки входу для довгострокових інвесторів. Ключове — відрізняти компанії з реальними AI-активами (як Nvidia з її ланцюжками постачання) від тих, чиї перспективи роздуті. Ринок зараз штрафує невизначеність, але нагородить тих, хто має фундаментальні переваги. Золоте правило: коли страх домінує — перевіряй баланси, а не заголовки. #AI #Nvidia #SP500 #ITServices #Інвестиції #Аналітика #Ринки #virgroup https://vir.group/post/116789167254942164

Infosys to acquire US firms Optimum Healthcare IT for 465M USD and Stratus for 95M USD in all-cash deals. The healthcare consulting and insurance technology acquisitions will strengthen Infosys's healthcare and insurance verticals. https://economictimes.indiatimes.com/tech/information-tech/infosys-to-acquire-us-firms-optimum-healthcare-it-for-465-million-stratus-for-95-million/articleshow/129809363.cms #India #Tech #ITServices #Infosys

TCS CEO K Krithivasan is very upbeat on AI data centre plans: The company is in advanced discussions with multiple hyperscalers for new deals, building on its OpenAI partnership. India will need around 10 GW of data centre capacity by 2030, but only 5-6 GW worth of projects have been announced. https://timesofindia.indiatimes.com/technology/tech-news/tcs-ceo-k-krithivasan-is-very-upbeat-on-companys-data-centre-plans-says-we-see-a-huge/articleshow/129166569.cms #India #Tech #ITServices #TCS

India makes major progress toward its goal of training 85,000 semiconductor engineers: As the industry grows from US$ 800-900 billion to US$ 2 trillion, demand will reach nearly 2 million skilled professionals, creating massive employment opportunities for India's youth. https://economictimes.indiatimes.com/tech/technology/india-made-major-progress-toward-its-goal-of-training-85000-semiconductor-engineers/articleshow/129208818.cms #India #Tech #ITServices

Airbus opens 5,000-seat technology centre in Bengaluru: The facility will serve as a hub for engineering, digital transformation, customer services, and procurement. https://economictimes.indiatimes.com/tech/technology/airbus-opens-5000-seat-technology-centre-in-bengaluru/articleshow/129161908.cms #India #Tech #ITServices

Karnataka to develop Mysuru as state's second IT hub: The budget proposes AI labs, centres of excellence, robotics and genome research initiatives, expansion of global capability centres, and a new science city. Bengaluru currently hosts over 550 GCCs. https://economictimes.indiatimes.com/tech/information-tech/karnataka-budget-2026-mysuru-to-be-developed-as-karnatakas-second-it-hub/articleshow/129148200.cms #India #Tech #ITServices

Tata Consultancy Services is in advanced talks to build more AI data centers in India: Following its recent agreement with OpenAI, the company is nearing deals with other tech giants to reshape its business model for AI. https://economictimes.indiatimes.com/tech/artificial-intelligence/tcs-is-in-advanced-talks-for-more-ai-data-centers-in-india/articleshow/129091167.cms #India #Tech #ITServices

Bengaluru-based seafood supply chain company Captain Fresh has acquired Spain-based tuna processor Frime for €180 million ($213 million): The deal gives Captain Fresh over 20% share of Europe's yellowfin tuna market and expands its multi-species portfolio with processing capacity of 15,000 tonnes frozen, 9,000 tonnes fresh, and 3,800 tonnes semi-preserved products annually. https://entrackr.com/news/captain-fresh-acquires-spain-based-tuna-processor-frime-11174570 #India #Tech #ITServices

India seeks Dutch knowhow in semiconductor push: New Delhi is offering substantial subsidies to attract chip manufacturing from Dutch firms amid global trade tensions. A strategic partnership is expected during Prime Minister Modi's upcoming visit. https://economictimes.indiatimes.com/tech/artificial-intelligence/india-seeks-dutch-knowhow-in-semiconductor-push/articleshow/129039908.cms #India #Tech #ITServices

Hexaware expands AWS partnership for AI-powered software development: The IT services company will use its RapidX AI platform and Kiro IDE to help enterprises reduce time-to-market and improve developer productivity. https://indiatechnologynews.in/hexaware-to-transform-software-engineering-with-ai-powered-sdlc-solutions/ #India #Tech #ITServices

KaarTech, a Chennai-based SAP digital transformation consulting company, has raised Rs 100 crore (US$ 11 million) from Playbook Partners: The firm reported 56% revenue growth to Rs 718 crore in FY25 and turned profitable with Rs 7.74 crore net profit. https://entrackr.com/exclusive/exclusive-kaartech-raises-rs-100-cr-from-playbook-partners-11173037 #India #Tech #ITServices

Tech Mahindra partners with France's Orange Business for global AI and digital transformation: The exclusive collaboration digitalization worldwide, aims to accelerate enterprise with Tech Mahindra supporting Orange Business's global customer operations. https://economictimes.indiatimes.com/tech/artificial-intelligence/tech-mahindra-and-french-company-orange-business-forge-strategic-partnership-for-ai-led-digital-transformation/articleshow/128946551.cms #India #Tech #ITServices

TCS and Infosys defer Middle East travel amid regional tensions: TCS suspended all travel including transit routes citing airspace closures, while Infosys strongly discouraged non-essential employee trips. https://economictimes.indiatimes.com/tech/information-tech/tcs-infosys-defer-non-essential-trips-amid-middle-east-tensions-issue-advisories-to-employees/articleshow/128917847.cms #India #Tech #ITServices

Anthropic valuation tops entire Indian IT industry: Claude parent now valued at US$380 billion, surpassing the combined market cap of TCS, Infosys, Wipro, HCLTech and Tech Mahindra at around US$240 billion. The AI disruption reshapes the competitive landscape. https://economictimes.indiatimes.com/tech/information-tech/anthropics-misanthropic-moment-for-indian-it-claude-parents-valuation-tops-the-whole-industry/articleshow/128774419.cms #India #Tech #News #AI #ITServices

India's semiconductor push is driving a surge in hiring as companies like Micron, AMD, Applied Materials and L&T Semiconductor seek specialised talent in chip design, verification and AI accelerators: Finance minister Nirmala Sitharaman announced a Rs 1,000 crore allocation for the second phase of the India Semiconductor Mission under FY27 to boost capabilities. https://economictimes.indiatimes.com/tech/technology/indias-semicon-business-push-triggers-race-for-domain-experts/articleshow/128762564.cms #India #IndianTech #TechNews #Semiconductor #ITServices

HCLTech CEO says the current AI transition will be painful for the nearly US00 billion India IT services sector because it involves humans: Amid widespread concerns on jobs and relevance, a key industry leader acknowledged the transition challenges as the sector navigates AI-driven transformation. https://economictimes.indiatimes.com/tech/information-tech/ai-transition-to-be-painful-for-it-industry-as-it-involves-humans-hcltech-ceo/articleshow/128743773.cms #India #IndianTech #TechNews #ITServices #HCLTech

TCS and ServiceNow enter multi-year partnership to accelerate AI adoption for enterprises. The collaboration focuses on reimagining work transformation through AI in back-office operations including HR, finance, supply chain, procurement and employee services. https://economictimes.indiatimes.com/tech/information-tech/tcs-servicenow-enter-multi-year-partnership-to-scale-enterprise-ai-adoption/articleshow/128714292.cms #India #Tech #ITServices #AI #TCS

Jefferies flags structural risks for Indian IT firms as AI redefines business models. The investment bank revised downward earnings estimates for the IT sector, citing structural changes driven by artificial intelligence that may alter traditional business mix. https://economictimes.indiatimes.com/tech/information-tech/ai-to-redefine-it-business-models-jefferies-flags-structural-risks-and-slower-growth/articleshow/128708032.cms #India #Tech #ITServices #AI

LTIMindtree wins 00 million deal with a European medical technology company, expanding its presence in the medtech sector. https://economictimes.indiatimes.com/tech/information-tech/ltimindtree-wins-100-million-deal-with-a-european-medtech-firm/articleshow/128704443.cms #India #Tech #ITServices #LTIMindtree

Indian IT captains hold firm amid raging agentic AI storm. TCS CEO K Krithivasan says while it's not clear exactly what roles will be a few years down the line due to AI disruption, he does not envisage a significant shrinkage to TCS and the industry at large. https://economictimes.indiatimes.com/tech/information-tech/indian-it-captains-hold-firm-amid-raging-agentic-ai-storm/articleshow/128618703.cms #India #Tech #News #TCS #ITServices