OpenAI and Anthropic just declared open war on Indian IT

In early May, Trak.in reported that OpenAI has launched a venture called The Deployment Company. Anthropic is reportedly building a similar enterprise arm. Both ventures will help businesses install AI directly into their workflows, which is exactly what TCS, Infosys, Wipro, and HCLTech have done for the world for thirty years. The frontier of AI is no longer who builds the model. It is who installs it inside an enterprise. That is a services business, the one India taught the world how to run. News Source: Trak.in For Indian IT, this is the deepest shift in three decades. The labourarbitrage model, send Indian engineers to do American work for less, only works as long as the work needs lots of engineers. AI agents flatten that. TCS already cut 23,460 jobs this year. That number is the early signal, not the final one.The question for India is whether we let the model labs design how AI enters our offices, our hospitals, our courtrooms, our schools. Or whether we build that design capability ourselves.

Or whether we build that design capability ourselves.