One way this could perhaps be assessed is whether or not the management has the ability to pivot to make the most of this AI “opportunity”.
Infosys has made pivots in the past…the biggest of these was the pivot to digital perhaps? And in the end, it did really well.
The point is whether it can be pulled off again.
If yes, then this is a no brainer. Perhaps this is a bluechip in temporary distress kind of opportunity.
If no, then you are looking at perhaps a dull future at best.
Make a call on the ability of the management to get things right over time.
Not AI per se. (tomorrow there will be something new in any case).
Discl: Own shares.
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