Cognizant has revised its 2023 AI workplace impact forecast, now estimating that 93% of jobs could face disruption from artificial intelligence. The Fortune 500 company's updated analysis of 18,000 tasks and nearly 1,000 jobs found that 30% of positions could face existential threats, up 15 percentage points from its initial assessment. The report estimates AI-driven disruption could shift approximately $4.5 trillion in labour from humans to machines. Cognizant warns that developments projected to occur by 2032 are happening now, six years ahead of schedule. Whilst 10% of tasks are currently fully automatable, AI's impact extends beyond white-collar work into manual labour, construction, transportation and healthcare. However, experts note the timeline for widespread disruption may be longer than projected, though significant workforce retraining will be required.

Cognizant has launched Cognizant AI Factory, a multi-tenant cloud offering powered by Dell Technologies and NVIDIA, designed to help enterprises scale AI deployment across hybrid and multi-cloud environments. The platform unifies management of the AI lifecycle from ideation to operations in a single environment. A key innovation is Cognizant's proprietary Fractional GPU technology, built on NVIDIA Multi-Instance GPU, which enables multiple business units to run AI workloads concurrently whilst maintaining data integrity. Internal testing suggests the platform could achieve 50–60% lower total cost of ownership and up to 30% faster AI processing. The offering includes ready-to-use sandbox environments, pre-built MLOps pipelines and consumption-based pricing. Cognizant AI Factory forms part of the company's broader AI Builder strategy for enterprise clients.

Cognizant Technology Solutions has outlined a 4% to 6.5% growth target for 2026, with 150 basis points expected from acquisitions, according to CFO Jatin Dalal at a Morgan Stanley investor event. The midpoint implies approximately 3.75% organic growth, driven by market expansion and large deal wins. Dalal described a mixed demand environment across sectors. Banking and financial services performed strongly, exiting 2025 at a 9% growth rate, whilst healthcare grew 5% to 6% despite regulatory uncertainty. Products, resources, communications and media sectors showed weaker momentum. The company expects the macro environment to remain similar to current conditions at the midpoint, with the upper end assuming improvement and the lower end reflecting potential deterioration. Dalal noted that AI is influencing deal structures and profitability.