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The Economic Times

Business / The Economic Times

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Fear of the unknown: Is India's $250 billion IT industry facing its Kodak moment?

Indian IT stocks are experiencing significant declines, sparking fears of an AI-driven Kodak moment. While some analysts warn of direct exposure to AI-induced displacement, others argue the market is oversimplifying the role of IT services. Experts suggest AI could paradoxically unlock massive modernization opportunities, potentially fueling the industry's next growth phase.

19 Feb 2026 9:44 am