Thought leadership

India’s Two Races with Artificial Intelligence

In the early days of the internet, many believed information would become universally accessible, free and effortless. What it delivered instead was abundance, and with it, a new scarcity: the ability to navigate that abundance. Suddenly the world needed people who could search better, filter faster, and think sharper.

Artificial intelligence (AI) is creating a similar shift, but at a far deeper level. Across industries, machines are beginning to handle repetitive tasks, sorting data, drafting reports, screening resumes or identifying patterns into massive datasets. Research cited in Harvard Business Review suggests that while about 14% of jobs globally may be automated, another 32% will be fundamentally transformed.

The India AI Impact Summit 2026 held in New Delhi, offered a glimpse of this transformational shift. More than 600 startups displayed their solutions. But beneath the prototypes, the conversation was about people. How does a country with a workforce of about 600 million adapt when intelligence itself becomes programmable? The India Skills Report 2026 offers a partial answer, employability rate has crossed 56%, but the more important question is what employability will mean in an AI-shaped economy.

India, in many ways, is running two races simultaneously:

  • one is creating jobs at scale for a young and growing workforce
  • the other is redefining the very nature of those jobs
  1.  

The first race

The first race, creating jobs at scale, has momentum. As the country produces one of the largest pools of engineering and technology graduates annually, the pressure lies in creating not only employment but at a meaningful scale.

The Stanford AI Index Report 2025 notes that India leads globally in AI talent hiring growth, expanding at roughly 33% annually. At this year’s AI summit, many global companies reinforced their direction by announcing collaborations in infrastructure, connectivity and large-scale training programs aimed at accelerating AI adoption and skill development.

The government’s Skill India Mission, with its ambition to train over 400 million people, has integrated AI and Industry 4.0 technologies into its training programmes. The government has also launched ‘AI for All’, an online learning programme designed to democratise AI knowledge beyond engineers and specialists.

The second race

The second race, redefining work, demands something more dynamic: skill liquidity. Traditional workforce models assume stability; roles are fixed, learning cycles are long and career paths are linear. AI disrupts all three assumptions. Capabilities now need to move across projects to functions quickly.

Some of this shift is already visible in few industries. Customer support roles are evolving into AI-supervised operations, marketing teams are using AI tools to accelerate output while retaining strategic control, developers are working alongside AI-generated code, spending less time writing codes and more time designing systems and solving complex problems. In each case, the human role is not disappearing, it is moving up the value chain.

Emerging jobs and the future of work

As AI reshapes work, the value of professionals will increasingly come from skill-stacking, the ability to layer complementary capabilities rather than rely on a single expertise: AI fluency layered with domain knowledge, data literacy combined with decision-making ability, prompt design alongside human judgment.

Max Tegmark, in his book Life 3.0, frames the larger question succinctly. If AI continues to advance towards human-level intelligence, what kind of society do we want to build around it? One where human potential is amplified, or one where human roles are gradually diminished?

For India, this is not a theoretical debate. Winning the first race without the second risks creating jobs that are obsolete on arrival. Winning the second without the first risks creating islands of high-skill prosperity in a sea of underemployment.

The real opportunity lies in synchronising both, building scale while embracing transformation. Because the future of work is not about humans versus machines. It is about how intelligently humans choose to work with them.

 

 

Author

Umesh Anjaneya

Chief Business Officer, FirstMeridian Global

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