Roy anticipated that the fee increase would hit project economics. “This will hit budgets and possibly timelines somewhat,” he said. “However, I expect significant internal pressure – with big tech and Fortune 100 majors to convey strongly to the US administration that this will make American firms less competitive.”
Technology companies and IT services providers remained silent on strategic responses. Amazon, Google, Meta, and Microsoft did not respond to requests for comment. Indian IT services companies, including TCS, Infosys, HCL Technologies, and Tech Mahindra too didn’t respond to requests for comments.
Roy framed the challenge in broader strategic terms: “The damage is done. Trump’s rapid vacillation points to continuing uncertainty and increasing pressure for US firms to consider building/expanding GCCs.” The long-term outcome, analysts suggested, was not disruption but evolution toward more robust delivery models. “Fortune 500s should plan for short-term friction, but the long-term outcome is a sturdier delivery model,” Gogia concluded. “The surcharge is disruptive, but it does not derail transformation — it forces it onto a more resilient footing.”
