Author: Chris Welligton

🧭 #GDCFNews | May 15, 2026 The AI market is favoring engineering-led firms over labor-scale delivery giants. 📌 What happened in the last 24 hours: • Nagarro reported Q1 2026 results• World Wide Technology was added as GDCF firm #118• […]

🧭 #GDCFNews | May 14, 2026 Wall Street wants AI growth. But labor deals still pay the bills. 📌 What happened in the last 24 hours: • Globant beat Q1 expectations• PPI came in hot at +1.4%• SAP Sapphire pushed […]

🧭 #GDCFNews | May 13, 2026 AI-at-any-cost just met the market. Wix grew revenue. The stock still got crushed. That same pressure is now moving across the GDCF market. 📌 What happened in the last 24 hours: • Wix had […]

🧭 #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 […]

🚨 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 […]

🧭 #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 […]

🧭 #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 […]

🧭 #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 […]

🧭 #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 […]

🧭 #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 […]