Palihapitiya notes Infosys cut revenue forecast as enterprises shift budgets from outsourced hours to controllable AI
“Infosys cut its revenue forecast this week. The reason it gave is that enterprises are moving their budgets out of outsourced hours and into AI they can control. The outsourcing model was built on billing by the hour, which only grows when the work stays slow and manual. So”
Resistance to data centers is more likely to grow than to diminish.
“Inasmuch, the safer bet may be that the pushback and resistance grows…,”