Indian IT giants ab 'Forward-Deployed Engineer' model par shift ho rahe hain. Ab engineers sirf office mein baith kar code nahi likhenge, balki seedhe clients ke saath milkar AI problems solve karenge. Investors ko check karna hoga ki kya isse margins badhenge ya sirf training ka kharcha badhega.
Ab Indian IT sector ka kaam karne ka tareeka badal raha hai. Infosys aur Tata Consultancy Services (TCS) ab 'Forward-Deployed Engineer' model par focus kar rahe hain. Iska matlab hai ki engineers ab offshore office mein baith kar sirf instructions ka wait nahi karenge, balki client ke team ke saath milkar real-time mein business solutions nikalenge.
Hourly Billing ka zamana gaya
Ab tak Indian IT firms 'labor arbitrage' model par chalti thi—matlab jitne zyada engineers aur jitne ghante kaam, utna revenue. Lekin AI ke aane se basic coding toh automate ho rahi hai. Ab ye companies sirf service providers nahi, balki 'partners' banna chahti hain jo clients ko AI tools se business problems solve karne mein madad karein.
Infosys ne 6,000 frontier engineers ki team banane ka plan banaya hai, aur TCS lagbhag 8,900 specialists taiyaar kar raha hai. LTIMindtree aur Cognizant jaise players bhi isi race mein shamil ho gaye hain taaki value chain mein upar aa sakein aur zyaada fees charge kar sakein.
Kya hai risk factor?
Strategy sunne mein toh solid lag rahi hai, lekin execution mein risk bhi hai. Isse 'scaling paradox' kaha ja raha hai—kya itne bade scale par high-level problem-solving skills copy karna possible hai? Dar ye hai ki kahin company sirf purane roles ka naam na badal de bina real autonomy diye. Agar aisa hua, toh service quality wahi rahegi lekin training aur restructuring ka kharcha company ke profits par bojh ban jayega.
Saath hi, aise talent ko dhundna mushkil hai jise coding ke saath-saath business samajh aur client handling bhi aati ho. High-skill talent ki salary ki demand bhi zyada hoti hai, jo margins ko hit kar sakti hai.
Investors ko kya watch karna chahiye?
Coming quarters mein, ye dekhna hoga ki kya ye investment contract values ko boost karta hai ya phir earnings par dabav daalta hai. Agar ye companies measurable business outcomes deliver nahi kar paayi, toh reputation aur market share dono par asar pad sakta hai.