印度IT部门尽管有大赦国际的恐惧,但长期繁荣昌盛,到2030年,AI服务将增长300至400B美元。 Indian IT sector, despite AI fears, seen thriving long-term with AI services poised for $300–400B growth by 2030.

尽管人们担心创世大赦国际威胁到印度IT服务业, Nuvama报告说,这个行业不太可能面临生存危机,而且会变得更强大。 Despite fears that Generative AI threatens the Indian IT services industry, Nuvama reports the sector is unlikely to face an existential crisis and will emerge stronger. 经纪公司突出显示了对系统集成商的持续需求,这些集成商专门为企业定制软件,与2008年危机和大流行病等以往的中断类似,而工业克服了这些干扰。 The brokerage highlights persistent demand for system integrators who customize software for enterprises, drawing parallels to past disruptions like the 2008 crisis and the pandemic, all of which the industry overcame. 虽然最近的股票下跌反映了短期的波动性,但Nuvama看到有吸引力的估值并期望长期增长,到2030年,AI服务可能价值3000至4000亿美元。 While recent stock declines reflect short-term volatility, Nuvama sees attractive valuations and expects long-term growth, with AI services potentially worth $300–400 billion by 2030. 公司将印度顶级IT公司升级为“Buy”, The firm upgraded top Indian IT firms to "Buy," citing undervaluation and strong future prospects.