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AI disrupts Indian IT: Why TCS & Infosys face pain while niche players surge
India's top IT companies are not leading the AI revolution. Market expert Sudip Bandyopadhyay warns of restructuring and margin pressure for giants like TCS and Infosys. Newer, specialized IT firms are succeeding by focusing on high-growth areas like travel and electric vehicles. Investors should look to these niche players for future growth opportunities.
Sources: Economic Times - Markets (English), Hindu, NDTV +13 more
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