India Lost Rs 4.15 Lakh Crore Due To AI In 2 Months

The kind of impact that artificial intelligence is having on the global tech and support sector is becoming hard to anticipate with every passing day. Now it is being reported that India lost a war ₹4.15 lakh crore in 2026 due to the AI evolution.

Indian IT companies have lost nearly 50 billion dollars in market value so far in the first two months 2026 as fears around Artificial Intelligence continue to grow.

The Nifty IT index has fallen 20.77 percent this year. Major companies have also seen sharp declines. TCS is down 19.95 percent. Infosys has dropped 21 percent. Wipro has fallen 24 percent. HCL Tech is down 17 percent. Investors believe that AI could seriously impact India’s long standing IT outsourcing model.

For almost 30 years, global companies depended on Indian IT firms for software support, system maintenance, and back office technology services. This model worked because Indian companies provided skilled workers at competitive costs. Large teams handled projects for clients across the world.

Now, Agentic AI is changing that structure. Many global companies are starting to use advanced AI tools internally. These tools can complete tasks that earlier required big outsourced teams. AI can work faster and at a much lower cost, reducing the need for external IT services.

Research recently warned that countries heavily dependent on white collar outsourcing may face major disruption as AI improves productivity. India is one of the most exposed economies in this shift.

Similar trends were seen globally when an announcement by Anthropic wiped out over 15 billion dollars from cybersecurity stocks in just hours. If AI continues reducing enterprise labor costs, India’s IT sector could face a serious challenge.