Quick Take
- OpenAI doubled revenue to $12 billion annualized in 7 months with 700 million weekly users
- TCS plans 12,000 layoffs targeting 2% of workforce, focusing on unbilled employees
- India’s 5 million software engineers face automation as AI transforms traditional IT roles
- EY survey shows AI integration could boost IT productivity 43-45% over five years
- World Economic Forum predicts 92 million jobs lost by 2030, but 170 million AI-focused roles emerging
OpenAI’s explosive revenue growth to $12 billion shows how artificial intelligence has evolved from an experimental tool into a major economic force that’s now reshaping India’s massive IT workforce. The numbers come from OpenAI’s financial reports and Tata Consultancy Services corporate communications.
The AI giant doubled its revenue in just seven months of 2025, hitting an annualized rate that brings in roughly $1 billion each month. With 700 million people using its platform weekly, OpenAI is pushing ahead with the second phase of a $30 billion funding round, already securing nearly $7.5 billion in investor commitments for this phase alone.
This revenue breakthrough marks AI’s shift from market hype to real economic impact, creating huge opportunities while disrupting workforces across global tech sectors.
India’s IT Giants Implement Strategic Workforce Reductions
Tata Consultancy Services plans to eliminate about 12,000 jobs in 2025, cutting 2% of its 613,069-person global workforce. Even with $30 billion in annual revenue, TCS will focus on middle and senior-level employees who haven’t been billed to clients or have been on the bench for 3-18 months.
The Forum for IT Employees slammed the layoffs as “inhumane and unethical,” telling affected workers to document everything and avoid voluntary resignations. These cuts show how Indian IT companies are restructuring to handle AI-driven automation pressures.
The layoffs highlight how even profitable tech service providers must reshape their operations to stay competitive as AI accelerates market changes.
Automation Threatens Traditional Programming Roles
India has over 5 million software engineers and 15.4 million GitHub users, making it a major global development hub. Former Google CEO Eric Schmidt warns that AI will automate most programming jobs soon, while the World Economic Forum expects 92 million global jobs to disappear by 2030.
But this disruption brings opportunities too: 170 million new AI-focused roles will appear during the same timeframe. About 40% of current testing workers do jobs that automation could replace, with entry-level testing roles potentially vanishing within 2-5 years.
Demand is growing for higher-value jobs in test architecture, strategy, and consulting as companies need specialized AI implementation expertise.
Strategic Opportunities Emerge for Forward-Thinking Companies
Companies that quickly adapt to new AI capabilities will succeed during this transformation. Key growth areas include AI interaction design, prompt optimization, data curation and intelligent management, AI system architecture and governance, plus cybersecurity for AI systems.
EY India’s 2025 survey shows AI integration could raise IT sector productivity by 43-45% over five years. Software development roles could see 60% productivity gains, proving why adapting business strategies matters more than fighting technological change.
Companies investing in thorough reskilling programs will benefit as traditional roles evolve into AI-enhanced positions.
Workforce Concerns Drive Urgent Reskilling Needs
A study by the Indian Institute of Management found 68% of white-collar employees expect partial or complete automation of their roles within five years. Forty percent worry their current skills will become outdated, showing the urgent need for systematic reskilling programs.
Traditional IT roles face increasing automation pressure, requiring massive reskilling investments to keep workers relevant. Technology infrastructure investment alone isn’t enough without building continuous learning cultures among employees.
Successful adaptation means combining technological progress with human capital development strategies.
Competitive Advantage Through Strategic AI Adoption
AI represents both opportunity and disruption for Indian businesses navigating this tech shift. Companies that align strategy with technological evolution will find substantial growth opportunities, while those resistant to change risk competitive displacement.
With AI expected to become a $4.8 trillion global market by 2033, Indian startups and SMBs can’t afford to just watch. This week’s developments should push decisive action to embrace AI transformation or face potential market irrelevance.
The path forward requires proactive workforce development, strategic technology adoption, and organizational cultures that see continuous learning as competitive necessity rather than optional enhancement.
