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分析师:对于印度IT巨头塔塔咨询服务公司和印孚瑟斯而言,人工智能既削弱也支撑了增长For India's IT giants TCS and Infosys, AI both dents and supports growth

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塔塔咨询服务公司(Tata Consultancy Services)在7月至9月这一季度的年度化人工智能收入增长了超过19%,而印孚瑟斯(Infosys)的人工智能收入则环比增长了29%。(《日经》蒙太奇/来源图片由盖蒂图片社和路透社提供)Tata Consultancy Service's annualized artificial intelligence revenue grew more than 19% in the July-September quarter, while for Infosys' AI revenue rose 29% quarter-on-quarter. (Nikkei montage/Source photos by Getty images and Reuters)

班加罗尔——分析师表示,对于印度顶尖的信息技术公司而言,近期的一轮财报在人工智能普及的背景下,既带来了希望,也引发了持续的谨慎。

BENGALURU -- For India's top information technology companies, the recent round of earnings are cause for both hope and continued caution amid the proliferation of artificial intelligence, analysts say.

在传统软件系统中部署该技术正在推动高利润合同的增长,但与此同时,人工智能带来的生产力提升也正在挤压传统业务领域的收入。

Deployment of the technology across legacy software systems is driving growth in high-margin contracts, but at the same time AI-led productivity gains are squeezing revenues in traditional segments.

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