IT clients consolidating vendors, profits Infosys and Cognizant
Amid U.S. trade uncertainty, global firms are consolidating IT vendors to cut costs, benefiting Indian giants like Infosys and Cognizant. While Cognizant projects strong 2025 growth, Infosys faces deal slowdowns. TCS and HCLTech saw gains, but Wipro and Tech Mahindra reported declines. Analysts remain cautiously optimistic about positioning of Infosys.