Arre bhai, Zoho ke Sridhar Vembu ne bata diya hai ki IT companies ab naye logo ko hire karne ke bajaye AI aur data centers mein paisa laga rahi hain. Matlab, servers aur computing ka kharcha itna badh gaya hai ki naye jobs kam ho gaye hain. Investors ko ab dekhna hoga ki isse company ke profits par kya asar padta hai.
Zoho Corporation ke co-founder aur chief scientist, Sridhar Vembu ne recently bataya ki Indian IT sector mein naukriyan kam ho rahi hain. Unhone kaha ki Zoho jaise badi companies ne bhi pichle kuch saalon mein workforce ko zyada nahi badhaya hai. Mass layoffs to nahi hue hain, par naye hires ki speed kaafi kam ho gayi hai.
AI Infrastructure vs. Naye Log
Is trend ke peeche ka reason hai paisa kaise use ho raha hai. Vembu ne bataya ki jo budget pehle manpower ke liye rakha jata tha, woh ab AI projects aur data centers mein lag raha hai. Servers aur memory ka kharcha kaafi badh gaya hai, jisse operating budgets par pressure aa raha hai. Kai companies ke liye AI-ready infrastructure maintain karna salary budget se zyada important ho gaya hai.
Yeh trend global bhi hai, jahan badi aur medium companies AI ko adopt kar rahi hain. Lekin isme ek trade-off hai. Technology hardware aur AI software par zyada kharch karne se companies ko apne profit margins maintain karne mein dikkat aa sakti hai, khaaskar jab competition zyada ho.
Productivity aur Market Ki Maang
AI se software developers ki productivity badh rahi hai, lekin Vembu ne ek important sawal uthaya hai: kya zyada software products ki market mein utni hi maang hai? Unka kehna hai ki software industry mein bheed badh rahi hai, jisse products ko alag dikhana mushkil ho raha hai. Is situation mein, sirf quantity nahi, balki product ki reliability, quality aur brand strength zyada matter karegi.
Investors ke liye iska matlab hai ki AI se badhi hui productivity se automatic revenue ya employment growth nahi hogi. Agar software market saturated ho gaya, toh AI ke fayde se hiring ruk sakti hai. Isse IT service providers ki long-term growth expectations change ho sakti hain, jo pehle headcount growth par depend karte the.
Economy aur Sector Par Asar
Vembu ne badi economy mein jobs create karne ko lekar bhi chinta jatayi hai. Unka kehna hai ki manufacturing mein bhi automation aa raha hai, jisse economy mein workers ko absorb karne ki capacity badal rahi hai. Yeh ek structural shift hai.
Indian IT sector ke liye, aage ka phase is baat par depend karega ki companies AI aur data centers mein kiye gaye high investments ko sustainable revenue growth mein badal pati hain ya nahi. Ya phir yeh costs operational efficiency aur employment par pressure dalte rahenge.