Neeraj Seth: IT Services Poised for Long-Term AI Gains Amidst Current Tech Stock Pressure

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AI to Boost IT Services Long-Term Despite Short-Term Pressure: Neeraj Seth

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CNBC TV18•17-02-2026, 13:18

AI to Boost IT Services Long-Term Despite Short-Term Pressure: Neeraj Seth

•Neeraj Seth, Founder & CIO of 3R Investment Management, states AI spending concerns are pressuring tech stocks.
•Investors are questioning the return on investment from massive AI capital expenditure, impacting beyond chipmakers.
•Significant pressure is visible on software companies globally, and this trend is expected to continue.
•Seth remains optimistic about India's IT services sector, especially for companies adapting to advanced AI adoption.
•Firms integrating AI into broader business processes are expected to benefit, with adaptable IT services emerging as winners.

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