If you saw IT stocks falling sharply today and wondered
“Aisa kya ho gaya ek din mein?”
you’re not alone.

Infosys, TCS, Wipro, HCL Tech – almost poora IT sector pressure mein tha.
But this fall was not random, not because of bad quarterly results, and not because of India-specific news.

👉 The reason lies in one US AI startup and a big fear about the future of IT jobs and services.

Let’s understand this step-by-step, in very simple language.

The Trigger: A US AI Company Named Anthropic

The market reaction started after news related to Anthropic, a fast-growing artificial intelligence company based in the US.

Anthropic is founded by former OpenAI employees and is backed by big global investors.
Their main product is an AI system called Claude.

When Anthropic announced new advanced AI tools, global investors suddenly realised something important:

“AI is no longer just helping humans… it is starting to DO the work itself.”

And that scared the markets.

What Is Claude? (In Very Simple Words)

Think of Claude as a super-smart digital employee.

Claude can:

• Read hundreds of pages in seconds

• Summarise reports, contracts, emails

• Write content, analyse data, write code

• Answer questions using company documents

Earlier, this work needed large teams of people.
Now, one AI can do a big part of it.

The Real Fear: AI Is Moving From “Assistant” to “Worker”

Earlier AI tools were like:
👉 “Helper” – helping employees do work faster

Now Claude has launched AI agents / plug-ins that actually:

• Read files

• Take decisions

• Complete full tasks automatically

This is the turning point.

Which IT Work Is Under Threat?

Let’s be honest and practical.

1️⃣ Document & Compliance Work

• Reading contracts

• Checking rules

• Making summaries

Earlier:
👉 Done by IT services teams + analysts

Now:
👉 Claude can do 60–70% of this alone

2️⃣ Coding & Testing (Basic to Medium Level)

Claude can:

• Write basic code

• Fix bugs

• Test software

Earlier:
👉 10 developers + testers

Now:
👉 3 developers + AI

3️⃣ Customer Support & Back Office

• Answering customer queries

• Policy-based responses

• Data reporting

Earlier:
👉 Call centres + IT outsourcing

Now:
👉 AI handles bulk volume 24×7

Why Indian IT Companies Are Most Affected

This is the core reason for today’s fall.

Indian IT companies:

• Earn money by deploying large human teams

• Charge clients based on manpower + hours

• Are strong in routine & repetitive work

But AI:

• Reduces need for large teams

• Lowers billing value

• Pressures margins

So investors asked:

“If fewer people are needed in future, will IT companies earn the same profits?”

And markets reacted immediately.

Important Clarity: Is IT Industry Finished? ❌

NO. Absolutely not.

Let’s be very clear.

AI cannot replace:

• Complex system architecture

• Senior consulting roles

• Client relationship management

• Business decision-making

• Accountability & responsibility

So IT companies will not disappear.

But yes, their business model will change.

What Will Change Going Forward?

🔹 Less low-value routine work

🔹 Fewer freshers hired for repetitive tasks

🔹 More focus on:

• AI integration

• Consulting

• High-end solutions

• Industry-specific expertise

IT companies that adapt fast will survive and grow.
Those that don’t may struggle.

Why Did Stocks Fall So Sharply Today?

Because stock markets don’t wait for 5 years.

Markets react to:

• Future profit visibility

• Business model risk

• Earnings uncertainty

Today’s fall was driven by:

• Fear

• Sudden realisation

• Global selling in tech stocks

This was more of a sentiment shock, not a collapse of fundamentals.

Final Summary (In One Paragraph)

The IT sector crashed today because a US AI company, Anthropic, showed that AI can now automate large parts of routine IT and back-office work. Investors fear this could reduce future demand for manpower-based IT services, pressuring revenues and margins. This is not the end of IT companies, but a warning that the industry must evolve fast.