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Category: GCCs
The US and India are joining forces to manage 1.4 billion iPhone users. Wow.
Think about it: we're witnessing the strategic decoupling of one of the world’s largest tech titans from its longstanding reliance on China, driven by geopolitical tensions, tariffs, and a desire to insulate against future disruptions. This isn’t just supply chain optimization; this is Apple's full-throated acknowledgment that geopolitical risk is now the primary disruptor of the global technology industry.Apple’s pivot to shift its US iPhone manufacturing from China to India by 2026 isn’t just significant—it’s monumental, and it's happening at warp speed for such a huge manufacturing shift. This also signifies the deepening links between the US and India as these global trade wars gather pace. Read More
Trump’s tariffs will rattle the foundations of the global IT services industry to its core
The focus of a lot of US business is going to be squarely on cost reduction, and this will have a direct impact on the global IT services industry. This will result in a double whammy hit for the India-dependent service providers and consultancies as US firms will be incentivized to reshore services work back to the US, and also to invest more heavily in AI to reduce reliance on support staff in areas like application development and business services.Read More
If you can’t move your people, then move your code — Services-as-Software is the new trade route
If you can’t move your people, then move your code — Services-as-Software is the new trade route with agents supercharging our workforce.Protectionism isn't just disrupting your current vendor relationships—it's fundamentally transforming how services are delivered to your organization. As more governments try to lock down supply chains, labor markets, and data flows, service providers are left with no choice but to accelerate their shift toward Services-as-Software. Read More
AI, tariffs and de-globalization could drive services creation in the US
Suddenly, we find ourselves in a world where moving work around the world carries a lot more risk... and cost. The changing nature of the US workforce supports the possibility of services coming to the US as anxious businesses look to get ahead of global risk and uncertainty. Only a fool would ignore the magnitude of what is happening in our geopolitical landscape. Read More
Global Capability Centers (GCCs)… The direction Indian IT must take to pivot from cost to value
While tech and BPO service providers have grappled with flagging enterprise demand and other market pressures, GCCs have thrived, with HFS estimating 2000 expected to be in full operation in 2025. So, are these GCCs genuinely the new face of Indian IT? And can they sustain their success and lead the Indian charge in global technology services?Read More
