Description
For two decades, the Indian IT sector operated on a simple deal: clients paid for engineers by the month, and firms supplied the headcount. But what happens when the month suddenly needs fewer engineers? Billing by the hour works beautifully, until the hour gets shorter.
A new BCG India report warns that roughly $200 billion of existing IT services revenue is now exposed to contraction as AI agents take over routine coding, testing, and processes. While massive firms like TCS are pivoting to deploy "forward-deployed AI engineers," the shift from billing by the hour to paying for outcomes could fundamentally alter the delivery pyramid that Indian IT is built on. But it's not all doom and gloom—BCG also projects that $100 to $200 billion in new work will be on the table by 2030 for the firms that can adapt.
In this episode of Front Page, we sit down with Sreyssha George, Managing Director and Partner at BCG in Bengaluru, to break down the harsh realities of the new tech landscape.
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Front Page is a daily live news briefing covering AI, enterprise tech, semiconductors, and India’s role in the global technology economy. Built for people who make decisions, not just consume headlines.
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