Ruchir Sharma on Why India Seems to Be on the Wrong Side of the AI Trade
Source: Bloomberg Technology · Category: AI Use Cases & Ideas
India faces investor skepticism on AI due to low R&D spending and outsourcing job exposure, but upside exists: strong GDP growth, valuation reset, and productivity gains from later-stage AI adoption. Professional services firms can replicate this insight: audit which geographic markets or practice areas appear undervalued due to AI transition anxiety, then position for "second wave" adoption when AI shifts from infrastructure to productivity tools. Your India-based delivery centers may become competitive advantages as AI adoption localizes.