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AI Job Cuts India 2026: Experts are calling the layoffs taking place in Indian companies, including all the big tech companies of the world, as the initial impact of Artificial Intelligence. He believes that the effect of retrenchment will be visible in higher positions.

58% of Global Capability Centers in India are already investing in AI at the scale, while more than 80% are investing in AI at the production level.

According to Saurabh Mukherjee, founder of Marcellus Investment Managers, the white-collar workforce in India could also potentially face massive layoffs as AI rapidly moves from experimentation to implementation. He warns that millions of jobs could disappear as companies race to automate tasks previously done by humans.

He pointed to estimates from a report by US software giant ServiceNath that suggested 18 million Indian jobs could be affected by AI automation by 2030, while only about 3 million new tech jobs would be created in their place.

In this way, 1.5 crore jobs are going to be in danger. Many of these roles have been reimagined by AI rather than eliminated entirely. Mukherjee said the layoffs currently taking place in the technology sector are just the beginning of what will come when AI systems will be able to perform digital tasks at human levels.

Companies are investing heavily

This shift is being fueled by the tremendous spending on PIE by hyperscalers including Microsoft, Amazon, Alphabet, Apple and AgroPic, he said. These companies have collectively doubled AI capital spending in the last 12 months alone, investing nearly $800 billion in AI infrastructure, chips, data centers, and large language model training. This is 25% of Indian GDP. I think the turning point has come.

Income increased 30 times

Giving an example, Mukherjee claimed that industrial revenue associated with Anthropic’s cloud AI platform grew from about $1 billion in early 2025 to about $30 billion annually in just 15 months. He said, this is where the economy of scale lies. This is flight. This is the turning point.

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Big Tech’s mega investment

Microsoft, Google, Meta and Amazon are spending a record Rs 69 lakh crore on AI this year. According to Gartner, global AI spending will reach Rs 240 lakh crore. Microsoft’s AI business is at an estimated profit of Rs 3.53 lakh crore.