印度IT公司在美国签证和关税挑战面前推动AI投资和当地团队,预测26财政年度的增长。 Indian IT firms boost AI investments and local teams amid U.S. visa and tariff challenges, projecting FY26 growth.

尽管面临关税不确定性、H-1B签证限制和客户优先事项的转变等挑战,印度IT公司正在以战略投资和新交易适应AI繁荣。 Indian IT firms are adapting to the AI boom with strategic investments and new deals, despite challenges like tariff uncertainty, H-1B visa constraints, and shifting client priorities. 虽然大公司面临边际压力和顶端的逆风,但中层公司表现出灵活性,各公司通过扩大当地和近岸团队,正在减少对美国实地人员的依赖。 While large firms face margin pressure and top-line headwinds, midcaps show agility, and companies are reducing reliance on U.S. onsite staffing by expanding local and near-shore teams. 强劲的交易管道、劳动力利用率的提高以及较弱的卢比支持对后半期复苏的乐观情绪,分析家预测26财政年度的收入增长。 Strong deal pipelines, improved workforce utilization, and a weaker rupee support optimism for second-half recovery, with analysts forecasting earnings growth in FY26.