"we are at the beginning of a new industrial revolution." - Jensen Huang, CEO, Nvidia
A strategic push for AI leadership
HCL Tech announced acquisitions worth $400 million in 2025. This marks their highest spending in three years as they pivot toward AI-led growth and reposition for a changing technology landscape. The firm spent $240 million on Jaspersoft to enhance data management. This acquisition strengthens the foundation for generative ai adoption by allowing clients to better analyze their corporate information.
Harnessing AI agents
HCL Tech bought Wobby, an AI agent startup, for $5.3 million. This technology helps teams build tools that share automated insights, reflecting a clear industry shift toward proactive problem solving. A $160 million purchase of HPE Telco Solutions adds cloud and AI tools. This move should accelerate 5G adoption and improve service delivery for global telecommunications clients.
Shifting from scale to capability
These deals favour capability-led growth over mere scaling. HCL CEO emphasized that speed is essential for sharpening differentiation in analytics and staying ahead of major global industry competitors.
Summary
IT giant HCL Tech spent $400 million on acquisitions like Jaspersoft and Wobby to boost AI capabilities. This strategic shift prioritizes specialized expertise over company size, aiming to drive AI-led growth, data intelligence, and intelligent automation for global enterprise clients.
Food for thought
If technology firms now buy intelligence instead of hiring talent, will the traditional service model survive autonomous ai?
AI concept to learn: Indian IT giants and AI
Indian IT giants like Tata Consultancy Services (TCS), Infosys, Wipro, and HCLTech are rapidly integrating AI across services, automation, analytics, and enterprise solutions for global clients. They are reporting growing AI revenues, forming dedicated AI units, investing in data centers and partnerships, and deploying tools like Microsoft Copilot at scale. This reflects India’s IT sector pivoting to AI-led transformation to drive productivity, innovation, and competitive advantage.
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