“Sushovan Nayak of Anand Rathi Institutional suggests that Indian IT services firms have limited scope for direct participation in deep tech or core AI development. Instead, they are more likely to benefit as implementation and modernization partners for other tech companies, given that deep tech is not their core competency and most of the value chain is capex-related.”

Sushovan Nayak’s track record (trackable calls only): 3 graded calls · 95% CI 0–56%