New Delhi, Feb. 20 -- India's information technology (IT) sector, long perceived as a potential casualty of the artificial intelligence disruption, may instead be emerging as a structural beneficiary of the AI transition, according to a recent report by Jefferies.

The report notes that while Indian IT services companies were initially viewed as vulnerable to automation-led revenue compression and white-collar job displacement, recent developments suggest a more nuanced trajectory. In particular, rising enterprise AI adoption and the deployment of customised, company-specific models are reshaping the opportunity landscape.

A key development highlighted is the tie-up between US-based AI firm Anthropic and Infosys to jointly build tailored...