Tuesday, October 7, 2025

IT cos on alert as hyperscalers eye a slice of enterprise spends

IT companies have so far been able to compensate for this impact through higher volumes from customers, which allowed revenues to grow. In 2026, there will be a push and pull between this deflationary impact and macro tailwind, according to Yogesh Aggarwal, Prateek Maheshwari and Sagar Desai, who wrote the HSBC report.

from Tech-Economic Times https://ift.tt/H8lcjTq

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