Whalesbook
AI Ka New Era NASSCOM Mein
Dekho, Fractal Analytics ke co-founder aur AI ke bade naam Srikanth Velamakanni ab NASSCOM ko lead karenge, jo ki India ka main tech industry body hai. Is appointment se clear hai ki NASSCOM ka agenda ab AI-first innovation aur product development par hone wala hai. Velamakanni, jinki company Fractal Analytics ne recently ₹2,834 Crore ka IPO launch kiya tha, woh ab industry ko naye tareeke se chalayenge. NASSCOM President Rajesh Nambiar ne bhi bola hai ki focus rahega global tech trends ke saath align karne par, jisme AI-driven services ko speed dena aur product innovation ko badhava dena shamil hai.
India Ki AI Ambitions Duniya Mein
India ka tech sector toh full speed se bhaagne wala hai. NASSCOM ki expectation hai ki FY2026 tak ye $315 Billion tak pahunch jayega. IT spending bhi $176.3 Billion tak ja sakti hai 2026 mein, mostly AI infrastructure aur data centers mein massive paisa lagne ki wajah se. Global AI spending ka toh pucho mat, ye $2.52 Trillion tak pahunch jayega 2026 mein, matlab YoY 44% ka zabardast increase! NASSCOM chahta hai ki India AI hub bane, especially autonomous systems aur specialized AI products ke liye. Agentic AI aur responsible AI bhi key strategies hongi.
Market Valuation Aur Competition Ka Scene
Abhi Velamakanni jab chair sambhal rahe hain, tab companies jaise Fractal Analytics aur KPIT Technologies ka market scene bhi interesting hai. Fractal Analytics ki market value lagbhag ₹16,500 Crore hai aur iska P/E ratio 71x se 103x tak hai pichhle 12 mahino mein. Stock April 2026 ke end mein ₹972 ke aas paas trade kar raha tha. Wahi, KPIT Technologies ki market value ₹20,158 Crore hai, jiska P/E 27x se 37x hai. Kuch analysts ka kehna hai ki KPIT thoda undervalued hai apne performance aur industry peers ke comparison mein. KPIT automotive industry ke liye embedded software aur AI solutions mein ek major player hai. Toh, NASSCOM members alag-alag tech services mein hain, par naya leadership AI-native solutions aur intellectual property development par focus badha sakta hai.
Tech Sector Ke Liye Challenges Bhi Kam Nahi
AI ke itne acche future outlook ke bawajood, Indian IT sector ke saamne kuch challenges bhi hain. AI technologies se efficiency toh badhegi, par shayad service revenue kam ho jaye kyunki kaam jaldi hoga aur kam human hours lagenge. NASSCOM ne bhi mana hai ki AI transition se short term mein growth thodi slow ho sakti hai. Geopolitical issues bhi risk aur uncertainty la sakte hain. AI aur Machine Learning mein talent ki kami bhi ek bada hurdle hai. AI infrastructure spending ka kuch bade cloud providers ke paas concentrated hona bhi long-term market stability par sawal uthata hai. Industry ko AI ko sirf experiments se nikal kar actual business processes mein integrate karna hoga taaki real ROI mil sake. Iske liye workforce skills aur organizational structure dono ko ready karna hoga.
Future Dekho: AI Se Growth Hi Growth
Velamakanni ko lagta hai ki AI se Indian tech industry mein multi-trillion dollar opportunities khulengi aur jobs bhi badhengi. Unki leadership mein, NASSCOM ko services aur products dono ke liye AI-driven growth ko champion karna chahiye. IP-led innovation, deep-tech skills par focus aur workforce ko Human+AI collaboration ke liye taiyar karna, ye sab milkar changing tech landscape mein India ka role global partner ke roop mein aur strong banayega.