India IT Jobs Resist AI Disruption

• AI adoption in IT services focuses on productivity multiplication rather than job replacement, with companies using AI as a 'faster capability multiplier'[2]
• India's AI infrastructure development includes $1.1 billion state-backed venture capital fund for AI and advanced manufacturing startups[4]
• Adani Group allocating $100 billion for AI data centers using renewable energy by 2035, with projected $150 billion additional investment in server manufacturing and sovereign cloud platforms[4]
• AMD and TCS partnership developing rack-scale AI infrastructure based on AMD's 'Helios' platform[4]
• India's AI model development lags globally; international LLMs are superior to Indian models, creating data sovereignty concerns as global models train on Indian data[1]

The Indian IT sector faces a critical inflection point where traditional IT services and BPO models may become economically unviable within 5 years, forcing a strategic pivot toward AI product development and services export[4]. However, the sector's massive scale (employing millions) and India's position as the second-largest ChatGPT user base (100+ million weekly active users) suggests potential for job transformation rather than wholesale elimination[4]. The key risk is timing mismatch: job displacement may occur faster than reskilling and new opportunity creation, particularly affecting entry-level workers[5]. India's $1.1 billion AI venture fund and $100 billion data center investments signal government recognition of this transition, but execution challenges remain regarding whether new AI-driven jobs will materialize at scale[3].