A new report from Nomura reveals that artificial intelligence is driving a net increase of over 51,000 jobs in India, highlighting a shifting labour market where growth in AI-related roles outweighs automation-driven job losses.
Artificial intelligence is creating more jobs in India than it is eliminating, according to a new report from Japanese brokerage Nomura. The firm estimates that AI-related hiring has produced a net gain of more than 51,000 roles, suggesting the technology is reshaping labour demand rather than triggering broad-based cuts.
Nomura said the strongest hiring has come from companies using AI internally and from IT services firms building tools for overseas clients. The biggest gains have been in data, engineering, product and support roles, with demand rising for workers involved in AI development, data labelling, prompt engineering, model training and AI governance. At the same time, some entry-level and repetitive work has been automated, causing job losses in narrower areas.
The report’s findings fit a wider debate about AI’s impact on India’s workforce. Goldman Sachs has estimated that generative AI could replace 8% to 12% of the country’s non-agricultural jobs, while still complementing a much larger share of workers by raising productivity. CLSA has separately said AI has not yet hurt hiring in India’s IT sector, where recruitment rose 6.4% year on year in February 2026 and firms including Tata Consultancy Services, Infosys and Cognizant continued to seek specialised talent. Quess Corp has also pointed to major shortages in deployment, governance and security roles, underlining the mismatch between the skills available and those now in demand.
Nomura argued that India’s large talent base and lower costs have helped turn the country into a key centre for AI implementation work. Sectors such as banking, healthcare, retail and manufacturing are also increasing hiring as they bring AI into operations and customer service. The brokerage said the trend does not mean all workers are insulated, and called for faster upskilling and reskilling so employees in roles exposed to automation can move into AI-adjacent jobs. It added that demand for workers with AI literacy is likely to keep growing over the next couple of years.
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