Infosys co-founder Nandan Nilekani says the company is positioned to benefit from a large global opportunity in AI services over the coming years. In remarks reported by multiple outlets, he estimates the addressable AI market could reach $300–400 billion by 2030. Nilekani’s view is that AI adoption increases demand for technology and services rather than replacing them. He characterizes AI as a way to enhance existing IT service offerings for companies that adapt their operations and investments quickly.
Across the reports, the common theme is that AI will change how IT services are delivered, but it will continue to create needs for implementation, integration, and modernization work—areas that support firms like Infosys. While the outlets differ in wording and emphasis, they converge on the same outlook: a substantial AI services market by the end of the decade, and an expectation that incumbent IT providers can play a role by updating their capabilities to support clients’ AI transitions.
