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IT firms, GCCs regain confidence as US cos resume investment plans

The New Indian Express Shivamogga

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February 04, 2026

THE US-India trade deal has eased concerns around outsourcing, helping Indian IT firms and global capability centres (GCC) regain confidence as US companies resume long-term technology and investment plans.

- PADMINI DHRUVARAJ @ Bengaluru

From an India-specific perspective, the deal has helped ease uncertainty in the $283 billion IT industry. The latest announcement has brought clarity to boardrooms assessing long-term outsourcing and global delivery strategies.

The easing of trade-related concerns is also expected to benefit GCCs. Several US companies with existing centres in India, as well as those considering new ones, had adopted a wait-and-watch approach amid trade friction. With the announcement, stalled plans are likely to move forward, supporting higher-value digital, engineering and technology work from India.

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