According to the data, published Reuters, the revenue of India’s Global Capability Centers (GCC) in fiscal year 2025-2026 reached $98.4 billion. Earlier, analysts expected similar figures only by the end of the decade.
These are divisions of international companies engaged in software development, data processing, research, AI models, cybersecurity and engineering solutions.
Today, there are thousands of such centers in India, created by the world’s largest corporations – from technology giants to banks, pharmaceutical companies and industrial concerns.
While India used to be associated primarily with outsourcing and business process support, the country is now gradually transforming into a full-fledged platform for intelligent manufacturing and AI development.
Artificial intelligence has become the main driver of growth
The key driver of acceleration has been the global AI race. International companies are actively shifting the development of solutions related to generative artificial intelligence, data analytics, cloud services and automation to India.
The country’s added advantage remains:
– A large talent pool;
– English-speaking IT environment;
– relatively low cost of engineering resources;
– fast-growing digital infrastructure.
Indian industry associations estimate that AI projects are already forming a significant portion of new technology contracts in the country.
At the same time, New Delhi is stepping up government support for the digital economy. The authorities are investing in data centers, national digital platforms, training programs and the development of their own AI models.
Global business is changing the technological geography
The growth of India’s GCCs reflects a broader global trend – the diversification of global technology chains. International companies are seeking to reduce dependence on individual jurisdictions and are spreading development across multiple regions.
Against this backdrop, India is emerging as a major beneficiary of the redistribution of global IT infrastructure.
Experts note that it is no longer just about the service model of the economy. India is gradually turning into one of the centers of the global AI market, where they are concentrated:
– software development;
– training of AI models;
– big data analytics;
– engineering research;
– corporate digital services.
According to industry research, the number of employees in Indian GCCs already exceeds 2 million and continues to grow rapidly.
The accelerated development of the Indian technology sector may change the balance of power in the global IT market. India gets an opportunity to compete not only as a service provider, but also as a center for creating intellectual products.
For the global economy, this means a further shift of technological activity to Asia and increased competition for skilled labor, computing power and AI investments.
An additional factor remains geopolitics. Many Western companies see India as a more sustainable alternative to some of the manufacturing and technology operations previously centered in China.
