New Delhi, Aug. 31 -- Indian IT services companies could see a strong growth recovery from FY27 as global technology spending shifts from building AI infrastructure to deploying artificial intelligence across enterprises, according to an Anand Rathi sector report.

The report said the AI investment cycle is moving towards implementation, integration and generating measurable returns. These areas are expected to benefit Indian IT companies, which have established capabilities in technology services.

"Our core thesis is that the AI cycle is pivoting from 'building capacity' to 'proving payback'," Anand Rathi said, adding that the next phase of AI adoption is likely to be more services-driven.

The brokerage expects the work delayed during ...