AI may hurt IT today, but it could create the sector's next growth engine: Baroda BNP Paribas MF

AI may disrupt traditional revenue streams in Indias $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also drive the sectors next growth phase. He sees opportunities in enterprise AI deployment, data engineering, cybersecurity, cloud integration and specialised chip infrastructure, while favouring financial services, healthcare and consumer services over the next three to five years.

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