Vinod Khosla称传统IT服务和BPO业务“将消失”,但印度若转向部署AI仍能胜出。TCS主席表示AI智能体数量未来或与员工数相当,公司已裁员1.2万人,AI年化收入达23亿美元,并与OpenAI签有数据中心协议。印度3150亿美元IT服务业依赖低成本人力,AI可在欧美云端运行、遵循本地规则,使区位优势失效。TCS预计招聘下降,旧有外包模式或崩溃,转向软件自动化。
Vinod Khosla's warning for India's BPO in the age AI:
The traditional IT services and BPO business "will be gone"
But India can still win if it shifts to deploying AI.
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From "SparX by Mukesh Bansal" YouTube channel, (link in comment)