{"id":25737,"date":"2026-05-09T14:44:12","date_gmt":"2026-05-09T09:14:12","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=25737"},"modified":"2026-05-09T14:45:29","modified_gmt":"2026-05-09T09:15:29","slug":"openai-anthropic-and-googles-new","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/openai-anthropic-and-googles-new\/","title":{"rendered":"OpenAI, Anthropic and Google\u2019s New AI Strategy Is Triggering Fresh Fears for Indian IT Stocks"},"content":{"rendered":"
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AI firms are moving beyond software and deeper into enterprise operations<\/p>\n

India\u2019s IT outsourcing industry is facing fresh pressure as OpenAI, Anthropic, and Google expand their enterprise AI strategies.<\/p>\n

For years, outsourcing firms grew by supplying engineers, support teams, and software services to global companies. But AI companies are now moving closer to implementation and execution work.<\/p>\n

Anthropic recently launched a $1.5 billion enterprise AI venture backed by Blackstone, Goldman Sachs, Hellman & Friedman, and Sequoia Capital. Reports also said OpenAI is raising over $4 billion for its enterprise-focused initiative called \u201cThe Development Company.\u201d<\/p>\n

Google Cloud has also strengthened partnerships with Vista Equity Partners and CVC while exploring deals with Blackstone, KKR, and EQT.<\/p>\n

\"AI-Driven
AI-Driven Profit Growth in 2026<\/span><\/figcaption><\/figure>\n<\/div>\n

Read More<\/span> : Sensex Falls 516 Points, Nifty Slips Below 24,200 as Global Tensions Shake Market Sentiment<\/a><\/p>\n

\n

Highest Profit Growth IT & AI Companies (2025 \u2013 May 2026)<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n
Company<\/th>\nSector<\/th>\nApprox Share Price (May 2026)<\/th>\nProfit Growth \/ Performance<\/th>\nWhy It Benefited Most<\/th>\n<\/tr>\n<\/thead>\n
NVIDIA<\/span><\/span><\/td>\nAI Chips<\/td>\n$1,320<\/td>\nMassive AI-driven earnings growth<\/td>\nDominated AI GPU market powering OpenAI, Microsoft, Google, Meta AI infrastructure<\/td>\n<\/tr>\n
Broadcom<\/span><\/span><\/td>\nAI Infrastructure<\/td>\n$2,050<\/td>\nAI revenue doubled<\/td>\nBenefited from AI networking and hyperscaler custom AI chips<\/td>\n<\/tr>\n
Microsoft<\/span><\/span><\/td>\nAI + Cloud<\/td>\n$560<\/td>\nStrong AI cloud growth<\/td>\nAzure AI and Copilot monetisation surged<\/td>\n<\/tr>\n
Alphabet<\/span><\/span><\/td>\nCloud + AI<\/td>\n$245<\/td>\nGoogle Cloud AI growth accelerated<\/td>\nGemini AI and enterprise AI adoption boosted earnings<\/td>\n<\/tr>\n
Palantir Technologies<\/span><\/span><\/td>\nEnterprise AI<\/td>\n$148<\/td>\nNet income reportedly quadrupled<\/td>\nHuge demand for enterprise AI platforms<\/td>\n<\/tr>\n
Micron Technology<\/span><\/span><\/td>\nAI Memory Chips<\/td>\n$172<\/td>\nAI memory demand exploded<\/td>\nHBM memory demand from AI data centers<\/td>\n<\/tr>\n
Anthropic<\/span><\/span><\/td>\nEnterprise AI<\/td>\nPrivate Company<\/td>\nRapid enterprise AI expansion<\/td>\nClaude AI adoption and enterprise partnerships surged<\/td>\n<\/tr>\n
OpenAI<\/span><\/span><\/td>\nEnterprise AI<\/td>\nPrivate Company<\/td>\nRevenue and valuation surged<\/td>\nChatGPT Enterprise and AI deployment demand exploded<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Indian IT Companies With Highest Profit Growth<\/h2>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n
Company<\/th>\nSector<\/th>\nApprox Share Price (May 2026)<\/th>\nProfit Growth Trend<\/th>\nKey Reason<\/th>\n<\/tr>\n<\/thead>\n
Coforge<\/span><\/span><\/a><\/td>\nMid-tier IT + AI<\/td>\n\u20b91,294<\/td>\nProfit jumped ~134% YoY<\/td>\nStrong AI-led deal wins and digital engineering growth<\/td>\n<\/tr>\n
Persistent Systems<\/span><\/span><\/a><\/td>\nAI Engineering<\/td>\n\u20b95,900<\/td>\nStrong multi-year profit growth<\/td>\nAI, cloud, and software engineering demand surged<\/td>\n<\/tr>\n
Tata Consultancy Services<\/span><\/span><\/a><\/td>\nIT Services + AI<\/td>\n\u20b93,950<\/td>\nStable AI-driven earnings<\/td>\nStrong enterprise AI adoption and transformation deals<\/td>\n<\/tr>\n
Infosys<\/span><\/span><\/a><\/td>\nIT + AI Consulting<\/td>\n\u20b91,179<\/td>\nModerate growth<\/td>\nAI consulting and enterprise modernization demand<\/td>\n<\/tr>\n
LTIMindtree<\/span><\/span><\/td>\nDigital Transformation<\/td>\n\u20b95,200<\/td>\nHealthy AI-led growth<\/td>\nBenefited from cloud and AI modernization projects<\/td>\n<\/tr>\n
Mphasis<\/span><\/span><\/a><\/td>\nBFSI Tech Services<\/td>\n\u20b92,650<\/td>\nImproving growth<\/td>\nAI and BFSI digital transformation exposure<\/td>\n<\/tr>\n
HCLTech<\/span><\/span><\/a><\/td>\nEnterprise IT<\/td>\n\u20b91,198<\/td>\nSlower but stable growth<\/td>\nAI infrastructure and engineering support growth<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Who Benefits?<\/h2>\n

AI & Digital Transformation Leaders<\/h3>\n
    \n
  • Tata Consultancy Services\n
      \n
    • Strong AI deal pipeline<\/li>\n
    • AI revenue already crossing multi-billion-dollar scale<\/li>\n
    • Better positioned in enterprise AI integration and consulting<\/li>\n<\/ul>\n<\/li>\n
    • Infosys\n
        \n
      • Expanding AI-led services rapidly<\/li>\n
      • Strong consulting and enterprise transformation presence<\/li>\n
      • Higher exposure to AI modernization deals<\/li>\n<\/ul>\n<\/li>\n
      • Persistent Systems\n
          \n
        • Higher AI-native and cloud exposure<\/li>\n
        • Faster growth profile than traditional outsourcing firms<\/li>\n<\/ul>\n<\/li>\n
        • LTIMindtree\n
            \n
          • Benefiting from digital engineering and AI adoption trends<\/li>\n
          • Mid-tier firms with strong AI positioning may outperform<\/li>\n<\/ul>\n<\/li>\n
          • Coforge\n
              \n
            • Stronger niche transformation capabilities<\/li>\n
            • Beneficiary of AI orchestration and enterprise modernization<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

              Cloud & AI Infrastructure Companies<\/h3>\n
                \n
              • Google Cloud<\/li>\n
              • OpenAI<\/li>\n
              • Anthropic<\/li>\n
              • NVIDIA<\/li>\n
              • Amazon Web Services<\/li>\n<\/ul>\n

                Benefits:<\/p>\n

                  \n
                • Higher enterprise AI spending<\/li>\n
                • Increased cloud usage<\/li>\n
                • AI infrastructure demand explosion<\/li>\n
                • Enterprise AI implementation revenues<\/li>\n<\/ul>\n

                  Global Capability Centres (GCCs)<\/h3>\n

                  Companies building in-house AI teams may benefit:<\/p>\n

                    \n
                  • JPMorgan<\/li>\n
                  • Goldman Sachs<\/li>\n
                  • Walmart Global Tech<\/li>\n
                  • Target<\/li>\n
                  • UBS<\/li>\n<\/ul>\n

                    Trend:<\/p>\n

                      \n
                    • More work moving in-house<\/li>\n
                    • Reduced dependency on outsourcing vendors<\/li>\n
                    • Strategic AI control staying with enterprises<\/li>\n<\/ul>\n

                      Who Loses?<\/h2>\n

                      Labour-Heavy IT Outsourcing Firms<\/h3>\n
                        \n
                      • Wipro\n
                          \n
                        • Weak demand visibility<\/li>\n
                        • Pricing pressure in legacy services<\/li>\n<\/ul>\n<\/li>\n
                        • Tech Mahindra\n
                            \n
                          • Exposure to traditional enterprise support and telecom services<\/li>\n<\/ul>\n<\/li>\n
                          • HCLTech\n
                              \n
                            • AI-driven pricing pressure emerging in legacy contracts<\/li>\n<\/ul>\n<\/li>\n
                            • Infosys\n
                                \n
                              • Still exposed to commoditised ADM work despite AI pivot<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

                                Vulnerable Business Segments<\/h3>\n

                                Most exposed areas:<\/p>\n

                                  \n
                                • Application maintenance<\/li>\n
                                • Repetitive coding<\/li>\n
                                • Manual testing<\/li>\n
                                • BPO\/KPO work<\/li>\n
                                • Low-end support operations<\/li>\n
                                • Fresher-heavy delivery models<\/li>\n<\/ul>\n

                                  Why?
                                  \nAI agents can increasingly:<\/p>\n

                                    \n
                                  • write code<\/li>\n
                                  • automate testing<\/li>\n
                                  • manage documentation<\/li>\n
                                  • reduce repetitive human effort<\/li>\n<\/ul>\n

                                    Entry-Level Hiring Model<\/h3>\n

                                    Indian IT\u2019s traditional \u201cpyramid model\u201d faces disruption.<\/p>\n

                                    Signals already visible:<\/p>\n

                                      \n
                                    • Slower fresher hiring<\/li>\n
                                    • Workforce reductions<\/li>\n
                                    • Higher focus on AI specialists<\/li>\n<\/ul>\n

                                      Here\u2019s what happened today and why traders reacted<\/h2>\n

                                      Markets reacted because AI firms are no longer limiting themselves to selling AI models and APIs.<\/p>\n

                                      Anthropic said its engineers would work directly with enterprise teams to integrate AI into operational systems. The model resembles Palantir\u2019s \u201cforward-deployed engineer\u201d strategy, where technology firms embed themselves deeply inside client operations.<\/p>\n

                                      Google Cloud is also helping private equity portfolio companies deploy AI systems more aggressively.<\/p>\n

                                      This has raised concerns that traditional IT services companies could lose parts of the implementation and transformation business.<\/p>\n

                                      \u201cGenAI and agentic AI fundamentally attack the labour-centric economics that Indian IT services firms have relied on for three decades,\u201d said Phil Fersht, CEO of HFS Research.<\/p>\n

                                      That warning added to investor concerns around the long-term outlook for outsourcing firms.<\/p>\n

                                      The traditional outsourcing model is starting to face structural pressure<\/h2>\n

                                      The larger concern is automation.<\/p>\n

                                      Unlike earlier tech cycles, AI can directly automate parts of coding, testing, support, and maintenance work. Many of these services formed the core of traditional outsourcing revenues.<\/p>\n

                                      Shubham Rathore, Principal Analyst at Gartner, said the \u201ctraditional fresher-heavy pyramid model is under severe structural stress.\u201d<\/p>\n

                                      Former Cognizant CEO Francisco D\u2019Souza also described AI as \u201cthe biggest operating model shift since offshoring.\u201d<\/p>\n

                                      He believes outsourcing companies may gradually move toward a \u201cdiamond-shaped\u201d workforce with fewer junior engineers.<\/p>\n

                                      The trend is already visible.<\/p>\n

                                      India\u2019s top IT firms collectively reduced headcount by nearly 7,000 employees in FY26 despite rising enterprise AI spending.<\/p>\n

                                      What impact could this have on investors and IT stocks?<\/h2>\n

                                      For investors, the immediate concern is slower growth and pricing pressure.<\/p>\n

                                      Clients are increasingly demanding that AI-led productivity gains be reflected in contracts. HCLTech recently warned that AI efficiencies could create a 2-3 percent annual pricing impact in parts of its business.<\/p>\n

                                      That creates pressure on traditional manpower-driven revenue models.<\/p>\n

                                      However, analysts believe the disruption could also create new opportunities for firms that adapt quickly.<\/p>\n

                                        \n
                                      • AI governance and compliance<\/li>\n
                                      • Enterprise AI security<\/li>\n
                                      • AI orchestration and monitoring<\/li>\n
                                      • Agentic AI deployment<\/li>\n
                                      • Data modernisation<\/li>\n<\/ul>\n

                                        Cognizant Chief AI Officer Babak Hodjat recently said, \u201cAI is an engineered discipline,\u201d stressing that enterprises still require deep integration and governance expertise.<\/p>\n

                                        The future battle may be about who controls enterprise transformation<\/h2>\n

                                        The outsourcing industry is now facing pressure from multiple directions.<\/p>\n

                                        AI-native firms want greater control over enterprise execution, while global corporations are also expanding in-house engineering capabilities and GCC operations.<\/p>\n

                                        Vanguard\u2019s recent move to bring some outsourced functions back in-house from Infosys reflects this broader trend.<\/p>\n

                                        Anthropic CFO Krishna Rao recently said partnerships with systems integrators remain important. Still, the competitive landscape is clearly changing.<\/p>\n

                                        The next phase of the IT industry may no longer depend on workforce scale alone.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

                                        AI firms are moving beyond software and deeper into enterprise operations India\u2019s IT outsourcing industry is facing fresh pressure as OpenAI, Anthropic, and Google expand their enterprise AI strategies. For years, outsourcing firms grew by supplying engineers, support teams, and software services to global companies. But AI companies are now moving closer to implementation and […]<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1331],"class_list":{"0":"post-25737","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1331,"user_id":4,"is_guest":0,"slug":"sourabh","display_name":"Sourabh Sharma","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/25737","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=25737"}],"version-history":[{"count":3,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/25737\/revisions"}],"predecessor-version":[{"id":25748,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/25737\/revisions\/25748"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/25744"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=25737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=25737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=25737"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=25737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}