At Kochi's Infopark, two models of the IT industry sit 500 metres apart. Infosys and Wipro: sprawling campuses, thousands of engineers, margins built on scale. IBM: a smaller hub, senior-heavy teams, focused on enterprise AI. Same city, completely different bets on the future.India's IT giants are expanding into tier-2 cities because they're cheaper. But AI is quietly making the old logic — hire more, deliver at scale — look like the wrong answer. Infosys and Wipro's stocks have nearly halved since 2021. IBM's has doubled.So what does Kochi reveal about where Indian IT is actually headed?Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
AI Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Daybreak
How one FMCG giant's complaint changed how IPL advertising works
India's instant home help startups have a product people love and a business model people are breaking
Diet Coke disappeared from shelves. For many factory workers across India, so did their work
Rihanna said she'd never be a sellout. Then Reliance bought Sephora India
Get summaries like this every morning.
Free AI-powered recaps of Daybreak and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.