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Anand Rathi
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- 28 OctReport: Indian IT firms well-placed as enterprise AI infrastructure costs rise
A research report by Anand Rathi says Indian IT companies are positioned to benefit from enterprise AI adoption because their asset-light models avoid heavy infrastructure capex. The report highlights growing financial commitments required for AI computing, citing Anthropic's recent revenue, profit and large future lease and computing commitments as an example.
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