There has been a clear increase in AI-focused acquisitions by Indian companies over the past two years. The acquisition data points to a strategic recalibration rather than a shift in risk appetite.
Indian companies seem to be balancing internal capability building with selective inorganic growth, using acquisitions to shorten time-to-market and access specialized talent or platforms. The pattern suggests a deliberate, phased approach to AI adoption rather than an aggressive land grab, as illustrated in the accompanying infographic (below).
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What this implies is that while certain categories of software roles will shrink or disappear, a different set of requirements is emerging. Demand is shifting toward professionals who can work fluently with AI tools as well as software, and toward techno-consultants who can bridge technology and business rather than operating in either silo. The pace of change in AI-driven roles is likely to be rapid. That should be interesting, if also somewhat unsettling.
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