印度IT外包行業因AI技術應用正經歷結構性調整。四大巨頭TCS、Infosys、HCL和Wipro的招聘活動已停滯，員工總數在過去一年僅增加3910人，其中TCS員工減少1.1萬。這反映了企業正通過AI優化流程，減少傳統人力需求。
印度四大IT公司（TCS、印孚瑟斯、HCLTech、威普羅）正從擴張轉向員工轉型。2026財年Q2數據顯示，招聘放緩，流失率穩定，AI成爲人力資源策略核心。例如，威普羅流失率14.9%，HCL數據類似，突顯行業重塑趨勢。
2025年Q2印度IT巨頭集體陷入"AI願景泡沫"：Wipro雖獲27億美元訂單但營收利潤雙降，TCS收入增長僅1.3%卻避談15億美元AI管道去向，HCLTech高調宣佈與OpenAI合作但GenAI交易反降12%。唯一亮點Tech Mahindra淨利增34%，但整體行業仍陷"PPT轉型"困境。對比埃森哲已實現41億美元AI訂單，印度企業仍缺乏可量化的AI財務指標，傳統IT崗位持續萎縮，暴露出宏大敘事與商業落地的嚴重脫節。
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