Whalesbook
Dekho, India mein business IT par bhar bhar ke paisa daal rahe hain. Ye spending 6% se 8% tak grow karegi 2026 mein, global competitors ke 4% se 6% se kaafi aage. Lagta hai ye trend agle 2 se 3 saal tak chalega. Lekin asli scene yeh hai ki jitna paisa invest ho raha hai, us hisaab se business mein fayda (value) kam dikh raha hai. Companies ab sirf purana tech update karne ya issues fix karne se aage badhkar operations ko naya shape dena chahti hain.
CapEx ka bhandaar AI aur Data mein!
Sabse cool baat yeh hai ki Indian firms ab capital spending (CapEx) par bohot zyada dhyaan de rahi hain. Apne tech budgets ka 50% se 60% toh CapEx mein daal rahe hain, jabki global average sirf 20% se 30% hai. Iska bada hissa, matlab CapEx ka 30%, toh AI platforms aur data modernization mein lag raha hai. Baaki bacha hua 25% core applications ko upgrade karne mein, 25% cloud aur IT infrastructure mein, aur 20% cybersecurity mein ja raha hai. Plan toh hai ki AI aur data se future growth ho, par companies ko yeh investment clear business results mein badalne mein dikkat ho rahi hai. Factors jaise business goals aur IT execution ka mismatch, data infrastructure ki kami, aur purane operating models iske wajah hain.
Leaders IT ko 'chal raha hai' bol rahe hain
Mazedaaar baat yeh hai ki itna tech spending badhne ke baad bhi, sirf around 15% business leaders IT ko truly strategic maante hain. Majority, matlab 70%, toh bas yeh bolte hain ki 'theek hai, par great nahi'. Yeh dikhata hai ki bade tech investments se pura fayda uthane mein ek badi challenge hai. Experts bolte hain ki advanced AI aur data skills ki kami, naye tech ko purane systems mein integrate karne mein mushkil, aur ROI measure karne ke strong methods na hone ki wajah se yeh problem ho rahi hai. Duniya bhar mein AI mein investment ho raha hai, par data management, flexibility aur strategy alignment mein India kahin peechhe reh sakta hai. Woh companies jo projects finish karne se zyada results par focus karengi, woh hi aage niklegi.
High IT Spending mein bhi Risks hain
India mein tech spending ki yeh fast growth risk-free nahi hai. Ek bada risk yeh hai ki bada CapEx galat jagah lag jaye, especially agar AI aur data modernization se efficiency ya revenue mein koi khaas fayda na ho. Value delivery mein yeh gap dikhata hai ki talent ki kami aur integration issues jaise problems aage bhi slow kar sakti hain. Executive level par IT ke strategic role ko lekar bhi clarity nahi hai, jis se transformation projects ko support kam mil sakta hai. Data privacy aur AI rules ko lekar India mein uncertainty bhi issues create kar sakti hai. Global rivals ke muqable jahan rules zyada mature hain, wahan Indian companies ko jaldi adopt karne ke saath saath groundwork bhi karna padega. Yeh risk hai ki spending readiness se aage nikal jaaye.
Results par focus hi Tech Success dega
Aage dekho toh 40% 2026 tech budgets change projects ke liye rakha gaya hai, jisme AI aur data transformations major hain. CIOs next year AI plans, apps simplify karne, aur data systems upgrade karne par focus karenge. Lekin in projects ki success puri tarah se value realization challenges solve karne par depend karti hai. Companies ko tech deploy karne se zyada measurable business results achieve karne par focus karna hoga. Iske liye operating models ko naye tareeke se design karna hoga aur IT aur business functions ko ek saath smoothy kaam karna hoga. Agle 2 se 3 saal Indian companies ke liye crucial honge yeh decide karne mein ki woh apne ambitious tech investments se actual strategic value nikal payenge ya nahi.