NASSCOM data shows that digital areas — AI, ML, sensors, robotics etc — clocked $50 bn revenue last fiscal, over 25% of the sector’s revenue of $191 bn. For leading companies, TCS (33%), Infosys (42%) and Wipro (42%) the contribution of digital is much higher. Firms, however, define digital differently, so the numbers are not strictly comparable, but a trend. Nasscom when first started breaking out digital revenue in 2012 it was just 4% of the sector’s revenue.

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