“Sudip Bandyopadhyay notes that the IT services industry is undergoing a significant structural shift where AI has become a necessity rather than a premium offering. Clients now expect efficiency gains and cost savings from AI-led solutions, meaning companies that fail to adapt and integrate AI effectively risk losing relevance and lagging behind their peers. This implies a selective investment approach within the sector.”

Sudip Bandyopadhyay’s track record (trackable calls only): 7 graded calls · 95% CI 8–64%