IBM, Infosys, and Wipro entered Kochi. Only one emerged unscathed
April 26, 2026
12 min
736
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Episode 736 · April 26, 2026
IBM, Infosys, and Wipro entered Kochi. Only one emerged unscathed
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IBM, Infosys, and Wipro entered Kochi. Only one emerged unscathed
Summary
<p>At Kochi's Infopark, two models of the IT industry sit 500 metres apart. </p><p>Infosys and Wipro: sprawling campuses, thousands of engineers, margins built on scale. </p><p>IBM: a smaller hub, senior-heavy teams, focused on enterprise AI. Same city, completely different bets on the future.</p><p>India's IT giants are expanding into tier-2 cities because they're cheaper. </p><p>But AI is quietly making the old logic — hire more, deliver at scale — look like the wrong answer. Infosys and Wipro's stocks have nearly halved since 2021. IBM's has doubled.</p><p>So what does Kochi reveal about where Indian IT is actually headed?</p><p><strong><em>Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. </em></strong><a href="https://the-ken.com/pricing/"><strong><em>Subscribe</em></strong></a><strong><em> for more exclusive, deeply-reported, and analytical business stories.</em></strong></p>
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