Why OpenAI’s $12 Billion Revenue Matters Now
“OpenAI doubled its revenue in the first seven months of 2025 to reach an annualized run rate of $12 billion, generating roughly $1 billion per month with about 700 million weekly active users.” “OpenAI is advancing the second phase of a $30 billion funding round with total investor commitments close to $7.5 billion in this phase.”
This revenue surge proves that AI has moved beyond hype. It is now a massive economic force. Indian businesses must recognize this shift or risk falling behind competitors who embrace AI early, especially given TCS’s job cuts.
Market Impact in India’s IT Sector
India’s IT services sector faces significant change. “Tata Consultancy Services (TCS) plans to lay off approximately 12,000 employees in 2025, representing about 2% of its global workforce of 613,069,” and adds to the ongoing trend of India IT layoffs.
TCS generates $30 billion in annual revenue but will remove middle and senior-grade positions. The company focuses on employees who remain “unbilled” or on the bench for 3-18 months.
“The Forum for IT Employees (FITE) condemned the layoffs, calling them inhumane and unethical, and urged TCS employees to document everything and not resign voluntarily.”
Key Insights for Business Leaders
India employs over 5 million software engineers and has 15.4 million GitHub users. Former Google CEO Eric Schmidt warns AI will automate most programming jobs soon. The World Economic Forum predicts 92 million global jobs lost by 2030, but 170 million new roles focused on AI will emerge.
Strategic Advantage for Indian Businesses
Companies that pivot quickly to new AI skills will thrive. Focus areas include:
- AI interaction design and prompt optimization
- Data curation and intelligent management
- AI system architecture and governance
- Cybersecurity for AI systems
EY India’s 2025 survey shows AI integration could boost IT sector productivity by 43-45% over five years, reinforcing the importance of adapting to AI impact in business.
Software development roles may see 60% productivity gains.
Risks and Considerations in IT Automation
Traditional IT roles face automation pressure. About 40% of the testing workforce performs functions vulnerable to automation. Entry-level testing roles could disappear within 2-5 years.
However, there is a rising demand for higher-value roles in test architecture, strategy, and consulting. Companies need massive reskilling investments to keep employees relevant.
A study by the Indian Institute of Management shows 68% of white-collar employees expect partial or complete automation of their roles within five years. Forty percent fear their current skills will become obsolete.
The Path Forward for Indian Businesses
AI represents both opportunity and disruption for Indian businesses. Those who align strategy with technological evolution will find growth opportunities. Companies resistant to change risk being sidelined.
Investment in technology infrastructure alone is not enough. Leaders must foster continuous learning cultures among their workforce. Reskilling initiatives become critical for maintaining a competitive advantage.
With AI expected to become a $4.8 trillion global market by 2033, Indian startups and SMBs cannot afford passive observation. This week’s events serve as a wake-up call for decisive action to embrace the AI revolution or face irrelevance in the dynamic global marketplace.
