AI, H-1B Fees and Cyclical Shocks in IT Services: BI Replay

Artificial Intelligence is reshaping IT services at record speed — but how much of today’s revenue pressure is truly “AI eating tech services,” how much reflects traditional market cycles, and how might new H-1B visa fees reshape delivery models? Join Bloomberg Intelligence and IDC analysts as they dissect: - Disruption Risks: Which IT service lines are most exposed to AI-driven substitution - Cyclical Pressures: Where margin headwinds stem from macro demand vs. tech reinvention - Policy Shocks: How Trump’s proposed $100K H-1B fee could alter onshore/offshore economics and client costs - Resilient Plays: Areas that may withstand AI disruption, market slowdowns, and visa policy risks This business-line-by-business-line breakdown will arm executives, strategists, and investors with actionable clarity on the future of IT services in a rapidly shifting landscape.