New Delhi, March 19 -- In the last few years, conversations on artificial intelligence (AI) have made their way from a few company boardrooms and R&D divisions to almost every company's strategic vision and every investor's daily life. There is hardly any seminar or conference-be it on healthcare, travel, consumer experience, legal affairs or economics-that doesn't discuss the AI-led revolution.

It is time to assess its impact on India, the world's fastest-growing major economy. Let's examine the key characteristics of our information technology (IT) workforce and then assess how AI could impact consumption and thus GDP growth.

According to Nasscom, an industry body, India's IT sector employs 6 million workers, about 1% of the country's...