NTT数据旨在到2027年在印度投资1.5B美元,尽管短期基础设施能力过剩,但以AI驱动的IT增长作为赌注。 NTT Data to invest $1.5B in India by 2027, betting on AI-driven IT growth despite short-term infrastructure overcapacity.

NTT数据计划通过2027年财政投资15亿美元用于印度投资,这是全球11亿美元扩张的一部分,正如CEO Abhijit Dubey警告说,由于能力过剩,短期AI基础设施“崩溃”,尽管他预计一年内将出现强劲反弹。 NTT Data plans $1.5 billion in India investments by fiscal 2027, part of an $11-billion global expansion, as CEO Abhijit Dubey warns of a short-term AI infrastructure "bust" due to overcapacity, though he expects a strong rebound within a year. 尽管美国贸易政策造成暂时拖延,但数字支出正在正常化,数据中心和信息技术服务受益于AI驱动的基础设施升级。 Despite temporary delays from U.S. trade policies, digital spending is normalizing, with data centers and IT services benefiting from AI-driven infrastructure upgrades. 杜比(Dubey)将AI视为印度283亿元的IT部门的一个变革机会,强调企业对风险模型培训的推论,长期数据中心的寿命,以及传统系统现代化释放增长的必要性。 Dubey sees AI as a transformative opportunity for India’s $283-billion IT sector, emphasizing enterprise inferencing over risky model training, long data center lifespans, and the need for legacy system modernization to unlock growth.