TCS, Infosys, HCL Tech: Anthropic revenue soars 14-fold in H1 2026 – Can Indian IT stocks benefit from AI boom?

Anand Rathi says Indian IT firms could benefit from enterprise AI adoption by integrating AI into business systems, offering a less capital-intensive opportunity than building computing infrastructure. Anand Rathi says Indian IT firms could benefit from enterprise AI adoption by integrating AI into business systems, offering a less capital-intensive opportunity than building computing infrastructure.