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TCS, Infosys Under Pressure — Is India Ready for an AI First Economy?

1 min read | February 12, 2026 01:30 PM IST | By Team Kalkine Media

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Indian IT giants like TCS and Infosys have come under sharp market pressure as investors reassess the long-term impact of generative AI on the traditional outsourcing model. On 12 February 2026, IT stocks fell over 4%, dragging the Nifty IT index to four-month lows amid fears that advanced AI tools could automate labour-intensive services that have driven sector growth for decades. The concern intensified after rapid AI advancements, including enterprise automation tools capable of handling coding, analytics, legal review and knowledge-based workflows. Analysts warn that as AI adoption scales globally, demand for routine development and support services could weaken, challenging revenue visibility for Indian IT majors. While India has a vast tech workforce and rising AI adoption, gaps remain in deep AI research, intellectual property creation and large-scale innovation. The sector now faces a strategic pivot — shifting from labour-based service delivery to AI-integrated, innovation-led solutions that create higher global value.

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