AI Dispatch | Infosys Pitches AI Growth
This week brought major developments across AI policy, infrastructure and enterprise technology.
News
This week, Infosys told shareholders it sees a $300 billion to $400 billion AI-first services market by 2030, even as investors questioned what automation will do to outsourcing. Reliance put Jio at the center of its AI push, pitching it as the route into phones, homes, shops, farms, schools and hospitals.
The jobs impact is already clearer. Quess said India has about 920,000 AI workers, but deep gaps remain in GenAI, deployment, governance, MLOps, security and NLP. Cognizant and Pearson found AI is already handling 37% of entry-level tasks in India, above the global average.
Infosys Says AI Will Lift Demand as Investors Question the Model
Infosys Ltd told investors at its 45th annual general meeting on Tuesday that artificial intelligence will expand demand for technology services rather than undermine it, using its annual shareholder meeting to answer a question now hanging over much of India’s outsourcing industry: what happens when software starts writing software?
Chairman Nandan Nilekani said the Bengaluru-based company is positioned to tap an AI-first services opportunity of $300 billion to $400 billion by 2030, as large enterprises move from experiments to deployment. This pitch came days after Indian IT stocks were hit by renewed concerns over weak discretionary technology spending and the impact of AI-led automation on traditional services revenue.
Reliance Turns Jio Into Its AI Distribution Engine
Reliance Industries Ltd used its 49th annual general meeting last Friday to lay out an artificial intelligence plan built around Jio, making the telecom and digital-services business the route through which the group wants to bring AI into phones, homes, small businesses, farms, schools and hospitals.
Reliance is looking to connect four pieces it already owns or is building: energy, data centers, telecom distribution and consumer applications. That makes Jio central to the group’s AI plans, even as Jio Platforms Ltd prepares for an initial public offering.
India’s AI Talent Crunch Is Sharpest in GenAI
India has about 920,000 AI workers but faces steep shortages in GenAI, deployment engineering, governance, machine learning operations, AI security, and NLP, according to a Quess Corp report.
The Bengaluru-based staffing and workforce solutions firm said India’s AI workforce includes 257,000 core AI professionals and 663,000 embedded AI workers. Even so, capability gaps remain acute as demand shifts from experimentation to enterprise deployment.
The widest gap is in generative AI, or GenAI, at 82.9%, followed by AI deployment engineering at 72.4%, AI governance at 70% and machine learning operations (MLOps) at 68%.
AI Now Handles More Than a Third of India’s Entry-Level Work
Artificial intelligence is already performing 37% of entry-level tasks in India, above the global average of 33%, according to a new study by Cognizant and Pearson.
The findings point to a faster shift in one of the world’s largest early-career labor markets, where companies are beginning to redesign junior roles around collaboration with AI rather than routine task execution.
The study, based on a survey of 750 HR leaders across India, the US and the UK, found that 18% of respondents said AI now handles half or more of entry-level work in their organizations.
Nvidia’s New Cooling System Cuts Data Center Water Use to Near Zero
Nvidia has unveiled a warm-water cooling architecture that could eliminate nearly all water consumption in data centers—directly targeting one of AI’s most scrutinized environmental costs. Instead of relying on conventional evaporative cooling systems, its design circulates coolant through servers in a closed loop, with water added once and reused throughout the facility’s lifetime.
“With dry-cooler-based designs, it’s a closed-loop system with no evaporative water cooling—outside of maybe 1% of the year when we might need chillers in some climates,” said Ali Heydari, director of data center cooling and infrastructure, Nvidia.
Anthropic Finds Critical Vulnerabilities in Classified US Systems
Anthropic’s advanced AI model, Mythos, has identified vulnerabilities in highly sensitive U.S. government computer systems during a recent testing exercise conducted with intelligence agencies.
The exercise, carried out under Project Glasswing—a restricted government initiative designed to identify and remediate critical software weaknesses before they can be exploited by adversaries—offers a glimpse into how frontier AI models are increasingly being deployed as cybersecurity tools.
Five Eyes Warns of Cyberattacks Outpacing Defenses
The intelligence alliance of the United States, United Kingdom, Canada, Australia, and New Zealand, commonly known as Five Eyes, has raised concerns over rapidly advancing artificial intelligence, which can supercharge offensive hacking capabilities.
In a three-page statement, the alliance called for urgent action to confront the threat. “Frontier AI models are anticipated to exceed current industry expectations, fundamentally transforming both offensive and defensive cyber capabilities,” they said. “The timeline is not years, it is months.”
WhatsApp Finds Its Global Head in CRED’s Kunal Shah
Indian fintech giant CRED has raised about $900 million in a Series H round led by Meta. Under the terms of the investment, Meta will become a minority investor in CRED, while founder Kunal Shah will step down from his operating role as chief executive and join Meta’s global leadership team and lead WhatsApp, succeeding Will Cathcart.
