Fear of the unknown: Is India's $250 billion IT industry facing its Kodak moment?
- Posted on February 19, 2026
- By Business News Today
- 2 Views
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.