Global Investors Position India as Anti-AI Play (indiadispatch.com) 12
Foreign institutional investors have pulled nearly $30 billion from Indian equity markets over the past twelve months. A substantial portion of that capital moved to Korea and Taiwan. Foreign portfolio investor ownership in stocks listed on India's National Stock Exchange fell from 22.2% in September 2024 to 17.3% in May 2025. Taiwan absorbed $15 billion of net foreign inflows in the third quarter of 2025 alone.
HSBC analysts say global investors increasingly view India through the lens of AI economics and are positioning the world's most populous nation as a global anti-AI play. India employs roughly 20 million people directly and indirectly in IT services. Services account for 55% of Indian gross domestic product. HSBC estimates digital AI agents cost approximately one-third as much as human agents for customer support and certain mid-office functions. Global tech giants will spend two trillion dollars on AI infrastructure between 2025 and 2030. India's AI Mission committed $1.25 billion over five years beginning March 2024.
HSBC analysts say global investors increasingly view India through the lens of AI economics and are positioning the world's most populous nation as a global anti-AI play. India employs roughly 20 million people directly and indirectly in IT services. Services account for 55% of Indian gross domestic product. HSBC estimates digital AI agents cost approximately one-third as much as human agents for customer support and certain mid-office functions. Global tech giants will spend two trillion dollars on AI infrastructure between 2025 and 2030. India's AI Mission committed $1.25 billion over five years beginning March 2024.
They should double-down on no-AI strategy. (Score:4, Interesting)
They should completely ban AI in schools and work... In a generation, they'll be the only nation with a literate population, and probably more technologically ahead of the stupid generation elsewhere.
In our world-view, who will be doing the thinking in 20 years? Or are we outsourcing that to AI too?
So the problem is India gets low hanging fruit (Score:1)
Those are the first jobs AI is targeting. Simple customer service jobs like password resets or reading statements to people.
It's a pretty major problem for India because so much of their economy got tied up into it as they became the world's dirt cheap call centers.
The real problem we're going to have here is that as AI takes jobs th
Re:So the problem is India gets low hanging fruit (Score:5, Informative)
Indian English is like American English, a fork of British English.
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I guess you're the only one still using a slide ruler.
The future (Score:1)
Re: The future (Score:1)
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I believe realtime localised accent filter is already in use.
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That type of conversation tone modification seems a small prompt. I'd rather have that type of customer service experience with a text prompt rather than on the phone, which is where things feel inefficient. That's probably because the company took my money then made it hard to do anything to the service afterwards, hence why I'd be on the phone.
splendid ai (Score:1)
exploiting (Score:2)
What good is a 3x less expensive AI workforce (Score:2)
if all your customers hate it 10x more than humans?
India should protect its pool of human workers: when the backlash against AI hits full force, they'll be well-positioned to retake the market.
I never thought I'd say I find calling customer support and being greeted by this unmistakable heavy Bangalore accent refreshing and reassuring: at least I know I'm talking to someone who understands my question and not something that serves me the nearest matching boilerplate answer from the support knowledgebase in