India’s third-largest IT services company, HCLTech, celebrated 25 years of listing on Indian stock exchanges in January this year. In an exclusive interview with Fortune India, CEO and MD, C. Vijayakumar (CVK), discussed the company’s journey, the importance of entrepreneurship and people focus in HCLTech’s DNA, and the need to leverage AI for creating new business models in the industry. Some key points from the discussion:
– HCLTech has always had an entrepreneurial DNA and has been a pioneer in various tech areas.
– The company has reinvented itself with digital services over the past decade.
– CVK shared his personal journey at HCLTech and highlighted the importance of the company’s culture in his career growth.
– Despite global macro uncertainties, the underlying value created for clients by service providers like HCLTech remains strong.
– The industry needs to focus on leveraging AI to create new growth trajectories and business models.
– Agentic AI is already making an impact in various business processes and will lead to non-linear growth in the industry.
– There is a shift towards decoupling revenue growth from headcount growth in services companies with AI offerings.
– The partnership with chipmakers and hyper scalers will enable companies like HCLTech to play a significant role across all layers of the AI landscape.
考察：
CVK氏はHCLTechの重要なDNAである起業家精神と人々への焦点の重要性について語り、業界における新しいビジネスモデルの創造にAIを活用する必要性を強調しました。その他の重要なポイントには、HCLTechの歴史やCVK氏の個人的な旅などがあります。AIの普及により、業界の成長が非線形に移行することが予想されています。また、AIを提供するサービス企業において、収益成長と人員増加の解体が進んでいることが重要なトレンドとして挙げられています。