The rise of generative AI has led many investors to question whether the IT services industry faces long-term disruption. As AI-powered coding tools and automation become more capable, concerns have grown that traditional IT consultancies and digital transformation providers could become obsolete.

In this Amati Insights discussion, Amati fund managers Mikhail Zverev and Graeme Bencke explore why the reality may be more nuanced. They discuss the role of IT services in AI adoption, enterprise digital transformation, cloud migration, cybersecurity, data modernisation and technical debt, and explain why many organisations still require specialist expertise to implement and manage increasingly complex technology environments. The discussion also explores how AI is changing IT services business models and highlights the investment opportunities emerging across the sector.

Warning: Capital at Risk. Professional Investors Only.