Updated Feb 19, 2026 20:08 IST
Big companies of IT sector in India are continuously moving towards AI. Companies are investing billions of dollars to transform themselves into AI-first companies
The impact of ever increasing Artificial Intelligence (AI) is also being seen on Indian companies. Big companies in the IT sector in India are continuously moving towards AI and making huge investments. Companies are investing billions of dollars to transform themselves into AI-first companies, with TCS making a major investment of around $6-7 billion for data centers and partnerships with OpenAI, while Wipro is said to have invested $1 billion for AI capabilities and the ai360 ecosystem. Infosys is collaborating with global giants like Anthropic, with all these companies providing AI skilling on a large scale to millions of employees.
Prime Minister Narendra Modi appealed to create a global roadmap for responsible Artificial Intelligence (AI) in the Leaders Plenary Session organized during AI Summit 2026. Speaking at the Indian AI Impact Summit, the Prime Minister said that world leaders should come together to set a clear direction for the responsible and positive impact of AI. Not only companies but investors are also giving preference to stocks related to AI.
Top AI Stocks
Artificial Intelligence (AI) is fast becoming a structural growth theme in India. The AI ​​market is expected to grow at a CAGR of 35–40 percent in the coming few years and AI is being adopted across many sectors including IT services, banking, healthcare, manufacturing and consumer platforms. Listed companies are increasing investments in cloud services, data analytics, automation and AI-enabled solutions, increasing the share of AI use in digital transformation deals.
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NetWeb technologies form the computing backbone that enables artificial intelligence systems to function. The company designs and manufactures high-performance servers that integrate GPUs, storage, networking and software into a complete computing solution. These systems are used by enterprises, research institutions, and data centers to run complex workloads that ordinary servers cannot handle. The company’s shares closed at Rs 3,525 on Thursday with a rise of 4.46 per cent.
Bosch Ltd is implementing AI in industry in sectors such as smart manufacturing, predictive maintenance and autonomous systems. This company is focusing on improving both productivity and quality through the use of AI technologies. The company’s shares have seen a rise of 27.82 percent in the last one year.
Persistent Systems Ltd provides AI-enabled digital solutions at the enterprise level, including smart automation, predictive insights and AI-driven software development. It is also expanding its services in industries like healthcare, BFSI and telecom. However, in the last one year the company’s shares have seen a decline of 10.76 percent.
Oracle Financial Services Software
Oracle Financial Services Software Ltd is working on AI-based fraud detection, risk management and customer analytics tools especially for the banking sector. The company’s shares closed at Rs 6,628 on Thursday with a decline of 1.29 per cent. In the last one year, the company’s shares have seen a decline of 24.63 percent in the last one year.
L&T Technology Services Ltd
L&T Technology Services Ltd is exploring new possibilities in sectors like automobile, healthcare and industrial automation through AI-sensing engineering and R&D services. Its solutions empower AI-driven systems design and development. The company’s shares closed at Rs 3,428 on Thursday, down 1.92 per cent. In the last one year, the company’s shares have seen a decline of 29.64 percent.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions.
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