As global enterprises move beyond experimentation and begin scaling AI across core business functions, Indian IT companies are increasingly shifting from traditional service delivery to AI-led, platform-driven engagement models.
As such, AI is a central force shaping both risk and reward in the macroeconomic and market outlook for 2026.
Morgan Stanley Research estimates that nearly $3 trillion in AI-related infrastructure investment will flow through the global economy by 2028, with more than 80% of that spending still ahead.
Many of India’s top companies are improving their AI capabilities by building their own AI platforms, creating solutions for specific industries, partnering with big cloud providers, and investing in generative AI and advanced data analytics.
AI is changing traditional business models and reducing profits in some areas, but companies that can turn efficiency gains into profits and also create new AI-based income sources are likely to succeed in the long run.
