Coforge says AI is expanding its margins. Its rivals call it ‘AI deflation’
THE SO WHAT
Coforge posting 33% YoY dollar revenue growth and 49% in rupees while peers warn of “AI deflation” shows the split: some IT services firms are using AI to widen margins, others see it eroding rates. If you sell services, you need a clear story on how AI lets you do more with the same headcount — or your clients will demand the savings instead.
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