Naveen Mishra, VP, Team Manager, Gartner, says in ‘25 we anticipate CIOs would execute their Gen AI strategy and as a part of it, every service provider especially the large data centre companies are spending into servers, network etc. While you have upgraded your worldwide IT spend guidance with respect to the forecast that you … Read more
Trideep Bhattacharya, CIO, Edelweiss MF, says: “It will probably take the next year for that improvement to come through. But the valuations over the next one or two quarters would be such that they may be good to add. On net balance, we were underweight on IT by about 300 bps at the end of … Read more
It was feared that the economic slowdown in Europe and the US would affect the IT sector, but that has not happened. Contrarily, the majority of businesses have reported strong growth, even in Europe. While the situation is volatile, companies are confident of navigating the same successfully. Source link