The Adidas cut is the easy story

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Adidas’ reported cuts at its Gurugram technology hub are easy to read as another restructuring story. The harder question is what they reveal about the economics of India’s GCC model as AI begins changing not only jobs, but the amount of human capacity required to deliver global work.

Adidas confirmed that it is reducing roles within its India Technology organisation. Reports citing people familiar with the matter put the Gurugram impact at around 350 employees from a workforce of roughly 700, including engineers, data scientists and data engineers. However, Adidas has not confirmed that figure. According to Reuters, the company said the impact across its India Technology organisation is less than 20%, while its website shows nearly 650 employees across its Gurgaon and Chennai technology hubs. The discrepancy matters less than the question it raises.

The number that matters

India now has 2,117 GCCs across 3,728 units, according to the...

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