Sandeep Kalra: AI is a 'super cycle,' not a bubble

• Persistent Systems CEO Sandeep Kalra believes AI is a "super cycle" of technological adoption, not a temporary bubble.
• Chip manufacturers like Nvidia and hyperscalers such as Microsoft are identified as key beneficiaries in the short-to-medium term.
• Tech services companies, including Persistent Systems, are positioned for long-term growth by integrating AI into business solutions.
• Kalra predicts AI-native services could comprise 30-40% of IT services revenue within the next 3-5 years.

Why It Matters: AI's super cycle status means lasting tech transformation and economic impact.