Sep 24, 2026 · Industry Insights

India's Software Services Grow 9.5% to $239B, Defying AI Deflation Fears

India's software services industry grew 9.5% to $239.3 billion in FY 2025-26, driven by strong US and UK demand, while software product development declined; RBI survey data shows AI-driven revenue deflation predicted by tech giants has not yet materialized.

AI impactGlobal RankingsIT Outsourcing

0 likes · 5 min read

India's Software Services Grow 9.5% to $239B, Defying AI Deflation Fears

Weekly Large Model Application

Mar 1, 2026 · Industry Insights

AI Era Splits Software Services: High‑Margin Intelligent Services vs Low‑Margin Traditional Ops

In the AI era, the software service industry will not uniformly become a low‑margin commodity; instead it will polarize into a dumbbell shape where high‑barrier, deep‑scenario, AI‑driven offerings command high profits, while low‑barrier, generic SaaS and labor‑intensive services slide toward traditional, low‑margin outsourcing.

AIBusiness ModelIndustry Segmentation

0 likes · 7 min read

AI Era Splits Software Services: High‑Margin Intelligent Services vs Low‑Margin Traditional Ops