Anthropic · OpenAI · Google · India · U.S. · Rest of World
America’s AI gold rush is staring at a haunting challenge as most U.S. companies struggle to see real-world benefits
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India’s $300 billion IT industry is moving to capture the “deployment layer” to execute the messy, unglamorous work needed to make artificial intelligence profitable.
Key facts
- Infosys estimates the total addressable market for AI services could reach between $300 billion and $400 billion by 2030
- TCS reported over $2.3 billion in annualized AI services revenue during the first quarter of 2026, roughly 7.5% of its total revenue, up from $1.8 billion in the previous quarter
- IBM’s generative AI book of business surpassed $12.5 billion in 2025
- An August 2025 MIT Media Lab report said 95% of generative AI pilots at companies fail because of flawed integration and a “learning gap” between available tools and the teams implementing them
Summary
India’s IT giants seek to shift from back-office tech automation to AI orchestration, challenging consulting giants like Accenture, Deloitte, and McKinsey. A 2025 MIT Media Lab report found 95% of AI pilots fail due to flawed integration, and a massive gap between tech and organizational readiness. Indian IT firms hope to leverage their deep knowledge of legacy systems to bridge the deployment gap. America’s AI gold rush is staring at a haunting challenge as most U.S. companies struggle to see real-world benefits.