Author: Chris Welligton

đź§­ #GDCFNews | May 12, 2026 … The next disruption to India outsourcing may not come from another GDCF.

Author: Chris Welligton May 12, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | May 12, 2026 The next disruption to India outsourcing may not come from another GDCF. It may come from OpenAI, Anthropic, and SAP. $5.5B raised. Autonomous agents launched. FDE deployment models activated. What happened in the last […]
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🧭 #GDCFNews | May 12 2026 … Breaking News

Author: Chris Welligton May 12, 2026 In TRG Blog Comments (0)
🚨 Breaking News: SAP, OpenAI, and Anthropic just converged to disrupt the GDCF model. The platforms are no longer just selling AI. They are moving directly into enterprise implementation — and launching a new talent war around Forward Deployed Engineers […]
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đź§­ #GDCFNews | May 11, 2026 … AI experimentation is over. ROI the only metric.

Author: Chris Welligton May 11, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | May 11, 2026 AI experimentation is over.ROI is the only metric now. That was the real signal coming out of SAP Sapphire today. And it may define the next phase of the entire GDCF market. ⸻ What […]
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đź§­ #GDCFNews | Weekend Review | May 10, 2026 … Mother’s Day brought more than family photos.

Author: Chris Welligton May 10, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | Weekend Review | May 10, 2026 Mother’s Day weekend brought more than family photos. It also brought a sharp reminder: the GDCF market is separating fast. ⸻ What mattered this week: • NTT DATA, Inc. → record […]
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đź§­ #GDCFNews | May 8, 2026 … A leading GDCF just posted record revenue.

Author: Chris Welligton May 8, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | May 8, 2026 A leading GDCF just posted record revenue. Meanwhile India IT keeps explaining itself. ⸻ What changed in the last 24 hours: • NTT DATA, Inc. → record revenue• ISG (Information Services Group) → AI-related […]
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đź§­ #GDCFNews | May 7, 2026 … onfident tones from winning CEOs. The rest blaming “headwinds.”

Author: Chris Welligton May 7, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | May 7, 2026 Confident tones from winning CEOs.The rest blaming “headwinds.” ⸻ What changed in the last 24 hours: • EPAM Systems → AI-native revenue hit $125M• Genpact → clean beat-and-raise• ISG (Information Services Group) → signed […]
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đź§­ #GDCFNews | May 6, 2026 … Some firms report strong growth. Others keep pushing excuses.

Author: Chris Welligton May 6, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | May 6, 2026 Some firms report strong growth. Others keep pushing excuses. ⸻ What changed in the last 24 hours: • Kyndryl missed badly• Birlasoft improved margins slightly• Hexaware Technologies strong BFSI growth— weak Hi-Tech demand• HCLTech […]
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đź§­ #GDCFNews | April 24–25, 2026 … The market punished guidance, but not AI’s impact on hiring.

Author: Chris Welligton April 25, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | April 24–25, 2026 The market punished guidance—it hasn’t priced AI’s impact on hiring. ⸻ What changed in the last 48 hours: • Zensar Technologies posted +122.9% QoQ “order book”• IBM showed software strength vs consulting lag• Microsoft […]
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đź§­ #GDCFNews | April 23, 2026 … Executive tone is leading the brand, as the tools take the work

Author: Chris Welligton April 23, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | April 23, 2026 Executive tone is leading the brand—as the tools take the work ⸻ What changed in the last 24 hours: • Infosys delivered a strong quarter• SAP outperformed on cloud—but services declined• Microsoft opened its […]
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đź§­ #GDCFNews | April 22, 2026 … If you’re hiring sales rainmakers this quarter—the outlook just changed.

Author: Chris Welligton April 22, 2026 In Field Notes Comments (0)
đź§­ #GDCFNews | April 22, 2026 If you’re hiring sales rainmakers this quarter—the outlook just changed. ⸻ What changed in the last 24 hours: • Tech Mahindra & L&T Technology Services added to the earnings mix• IBM reinforced the platform […]
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