Tata Communications stock rises 2%; new study exposes AI infrastructure gap in global enterprises

The study surveyed 501 executives at companies with revenues exceeding $500 million across North America, Europe, and Asia. Fieldwork was conducted between December 2025 and January 2026, covering markets including the US, UK, Germany, India, Singapore, and China. Nearly two-thirds of respondents were C-suite executives.

The research identifies five problem areas — infrastructure modernisation, system integration, talent, governance, and ROI visibility — as compounding bottlenecks. On talent alone, 30 per cent of enterprises cited skill shortages as a primary barrier, rising to 45 per cent among firms with revenues above $5 billion. On governance, 42 per cent flagged security and compliance reviews as the single largest source of delays in AI deployment approvals.

Sumeet Walia, President and Chief Revenue Officer at Tata Communications, said the real differentiator in AI adoption is no longer the technology itself but the underlying infrastructure and integration that allow it to deliver value at scale.

The stock has gained over 25 per cent in the past month and trades at a price-to-earnings ratio of 54.77, with a total market capitalisation of approximately ₹56,259 crore.

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