AI coding cost to fall to 'cost of electricity', Indian IT firms to lose contracts: Report

A report by Citrini Research presented a hypothetical model in which the marginal cost of an AI coding agent "collapses to essentially the cost of electricity". The report said that this could lead to Indian IT firms like TCS, Infosys, and Wipro facing contract cancellations through 2027. The report explicitly frames its analysis as a scenario and not a prediction.