TCS vs. Infosys vs. HCL Tech: Who wins the $2.4 trillion AI infrastructure race?
As enterprises move beyond pilot projects, Artificial Intelligence is transitioning from a discretionary add-on to a core driver of technology spending. According to MarketsandMarkets, global AI spending is estimated at around USD$372 billion in 2025 and is projected to grow at a 30% compound annual rate to nearly USD$2.4 trillion by 2032.
This expansion will be driven by deeper adoption across infrastructure and software, fueled by investments in data platforms and compute modernization. Against this backdrop, India’s large IT services players are repositioning themselves to capture this multi-year opportunity.
