Positive impactSector
TV Mohandas Pai sees IT services growth picking up in 2 years as AI adoption expands
CNBC-TV18 1 hr ago·9 Oct 2026, 6:15 am
Former Infosys board member TV Mohandas Pai has highlighted a significant shift in the technology sector. He believes that while current hiring challenges exist, the broader IT services market is poised for robust growth over the next two years. This optimism is largely driven by the rapid expansion of Artificial Intelligence (AI) adoption across various industries.
For investors, this signals a potential long-term opportunity in the IT space. As enterprises increase their spending on AI infrastructure and seek to integrate these technologies into their operations, Indian IT companies are well-positioned to play a central role in this transformation. This shift could lead to increased business volumes and new revenue streams for the sector.
Investors should monitor the pace of enterprise adoption and the specific strategies IT firms are deploying to upskill their workforce. The ability of these companies to effectively implement AI solutions will be a key determinant of their future performance and market share.
Excerpt from CNBC-TV18
Published On Oct 9, 2026 | 11:45 IST Last Updated On Oct 9, 2026 | 11:45 IST TV Mohandas Pai of Aarin Capital says the US green card processing freeze will have little impact on Indian IT firms because they have increased local US hiring and reduced visa dependence over the last decade. India's IT services industry…Read the original at CNBC-TV18
Key takeaways
- Category: Sector.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
