India’s services giants brace for impact as US tariffs bite their customers

India’s big four IT services players are all concerned that the USA’s new tariffs regime may see some of their customers spend less on tech – but later spend more to cope with whatever changes are needed to compete in a changed global trade system. The four companies – Infosys, Tata Consulting Services (TCS), Wipro and HCL …

[Pascal Monett]

"get the certainties of the tariff situation"

There is only one certainty : Trump will change his mind every week, if not every day.

Good luck planning around that.

[Anonymous Coward]

Re: "get the certainties of the tariff situation"

those tics and constant repeats fo what's he's saying , he's got tarrif's tourettes

[Michael Strorm]

Re: "get the certainties of the tariff situation"

In the long term, planning around a situation like that means planning around the US.

[SundogUK]

Re: "get the certainties of the tariff situation"

Trump is keeping everyone off-balance by staying inside their decision loop. He knows what he wants and he's going to get it.

[Anonymous Coward]

Re: He knows what he wants and he's going to get it.

Indications are that both parts of that sentence are untrue.

Otherwise he wouldn't keep changing policy practically midsentence.

[Doctor Syntax]

"a large SAP program, which was very critical for the client"

So very critical that they paused it.

[The man with a spanner]

If the disruption is big enough certanties sudenly become uncertanties.

[Anonymous Coward]

"get the certainties of the tariff situation."

Godot is likely to turn up before that eventuality.

One feels C Vijayakumar has earnt the privilege of choosing his particular spot beside the wall^† for this jewel of ghastlyness:

"Their intention and focus on using generative AI to drive high efficiency in every aspect of their business will become the center stage of all the conversations."

_{† Alongside the "Marketing Department of the Sirius Cybernetics Corporation" when the revolution comes. :)}

[Anonymous Coward]

don't mess with the orange

He tried to push his book of how to do business (didn't work for himself) to the rest of the world with tarriffs. It's like don't mess with me or else, well China has told him to fuck the hell off and already started making alternative preparations, maybe the India should do the same ?

[Doctor Syntax]

I suppose they're not going to need the 90 hour weeks in the foreseeable future.

[Anonymous Coward]

Off-Shore Tariff

Need to put tariffs (or tax) on companies that reduced their workforce and off-shored it.

[UnknownUnknown]

Re: Off-Shore Tariff

The offshoring and outsourcing of Tech and, Customer Service jobs and Business Process Outsourcing shows no deceleration.

It’s ever bit as pernicious on good paying US, Canadian and European jobs as manufacturing losses.IBM currently in focus.

All driven by Corporate Greed.

Esp when you have fuckwits like Infosys co-founder Narayana Murthy advocating for 70-hour workweeks.

[David Hicklin]

Re: Off-Shore Tariff

Which won't work as the timescales (not to mention cost) of moving back to the USA > lifespan of a trump presidency

[Vader]

Eeny, meeny, miny, moe which traffic should go.

[Tron]

Taxiffs won't make AI profitable.

Too much risk, too much cost, too little reward. Companies will freeze investment and throttle back, pull out or shut down in higher cost/lower profit areas.

AI is not a medicinal compound for taxiffs. W11 and Clippy AI may drop off the bottom of the priority list for companies. Windows LTSC may be about to become Microsoft's top selling product. Lowest cost, least risk, least hassle.

Hibernate until things settle down. If that is four years, that's fine. Companies can freewheel for four years through Trump, a recession or a war. Stash the cash and concentrate on core operations only.

And this goes for consumers too. Green transition? Nope. Too expensive. Major purchases? Put them off. Tin hats on, hunker down and wait it out. Let the orange imbecile wreck the place, surface when he is gone and everyone starts rebuilding.

[Anonymous Coward]

Expect the unexpected

Plan for the unplanned

Prepare for the DERP.

[rtfgyhjk]

Services affected by tariffs?

Perhaps I'm missing something here, but aren't services exempt from tariffs?

[David Hicklin]

Re: Services affected by tariffs?

so far, however the companies that are their customers sell real stuff and they are seeing sales nosedive, so they are battening down the hatches and stopping spending on big ticket projects