印度IT外包行业因AI技术应用正经历结构性调整。四大巨头TCS、Infosys、HCL和Wipro的招聘活动已停滞，员工总数在过去一年仅增加3910人，其中TCS员工减少1.1万。这反映了企业正通过AI优化流程，减少传统人力需求。
印度四大IT公司（TCS、印孚瑟斯、HCLTech、威普罗）正从扩张转向员工转型。2026财年Q2数据显示，招聘放缓，流失率稳定，AI成为人力资源策略核心。例如，威普罗流失率14.9%，HCL数据类似，突显行业重塑趋势。
2025年Q2印度IT巨头集体陷入"AI愿景泡沫"：Wipro虽获27亿美元订单但营收利润双降，TCS收入增长仅1.3%却避谈15亿美元AI管道去向，HCLTech高调宣布与OpenAI合作但GenAI交易反降12%。唯一亮点Tech Mahindra净利增34%，但整体行业仍陷"PPT转型"困境。对比埃森哲已实现41亿美元AI订单，印度企业仍缺乏可量化的AI财务指标，传统IT岗位持续萎缩，暴露出宏大叙事与商业落地的严重脱节。
Alibaba
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