ADVERTISEMENT
DeepSeek AI And Indian IT — Motilal Oswal's Analysis On The Impact
The brokerage believes it is too early to ascertain the impact on individual stocks, as GenAI currently remains a small proportion of the overall deal total contract value.
29 Jan 2025, 11:11 AM IST 
Pivot from brute capex to cost-efficient AI platforms could benefit Indian IT .
(Photo: Lucas Santos/ Source: Unsplash)
While most stock prices for most chip makers have reacted negatively as this implies much lower compute than earlier anticipated, we believe this could shift focus from capex to cost efficient AI platforms, possibly benefitting Indian IT.
I’m already a Subscriber
To continue reading this storySubscribe to Unlock & Enjoy your
Subscriber-Only benefits
Subscriber-Only benefits
Choose a plan
Renews automatically. Cancel anytime.
As a Subscriber you get
Access to
Stories
Curated
Newsletters
20,000+
Research Reports
Priority Pass
to Special Events
Ad-Lite
Experience
Subscriber-Only
Rewards
NDTV Profit
Exclusive Stories
Full Access to
NDTV Profit App
Access to
Stories20,000+
Research Reports
Ad-Lite
Experience
NDTV Profit
Exclusive Stories
Curated
Newsletters
Priority Pass
to Special Events
Subscriber-Only
Rewards
Full Access to
NDTV Profit App
Still Not convinced ? Know More
