{"id":1006465,"date":"2026-05-02T09:21:12","date_gmt":"2026-05-02T03:51:12","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1006465"},"modified":"2026-05-02T09:48:37","modified_gmt":"2026-05-02T04:18:37","slug":"it-sector-how-is-ai-spending-reshaping-budgets-kotak-decodes","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/05\/02\/it-sector-how-is-ai-spending-reshaping-budgets-kotak-decodes\/","title":{"rendered":"IT sector: How is AI spending reshaping budgets \u2013 Kotak decodes"},"content":{"rendered":"<p>The IT sector stocks have seen sharp correction and  most missed revenue expectations in the recent quarter. The AI-led deflation is becoming a new reality for the IT sector, Kotak Instituitional Equities said. <\/p>\n<p>Kotak maintained a Neutral stance on the sector believing that earlier expectations of recovery by FY27 have been pushed out and growth estimates are now tightly clustered at 1 to 4% across Tier-1 companies.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The IT sector stocks have seen sharp correction and most missed revenue expectations in the recent quarter. The AI-led deflation is becoming a new reality for the IT sector, Kotak Instituitional Equities said. Kotak maintained a Neutral stance on the sector believing that earlier expectations of recovery by FY27 have been pushed out and growth estimates are now tightly clustered at 1 to 4% across Tier-1 companies.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-1006465","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1006465","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1006465"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1006465\/revisions"}],"predecessor-version":[{"id":1006500,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1006465\/revisions\/1006500"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1006465"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1006465"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1006465"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}