Brokerage Flags Structural Bear Case for IT Services: AI Deflation, GCC Shift Pose High-Severity Threats

Three of four key headwinds are structural, not cyclical — AI pricing compression, frontier-AI budget migration, and GCC insourcing combine to threaten revenue growth and margins beyond any macro recovery.

ndtv-profit-business · 7/3/2026, 4:17:25 AM · Ask about this →