Overview

• U.S. senators on Monday reintroduced a bill to tighten H-1B and L-1 rules, adding to the immediate impact of the fee increase.
• Industry experts expect companies to relocate roles in AI, product development, cybersecurity and analytics to in-house centres in India rather than outsource them.
• Deloitte India’s Rohan Lobo says GCCs are positioned as ready in-house engines, with several U.S. firms actively reassessing workforce plans.
• Executives say some roles could be nearshored to Mexico or Colombia, with Canada also viewed as a potential beneficiary.
• Policy risk clouds decisions as the proposed HIRE Act could levy a 25% tax on outsourced work, though Nomura notes higher GCC services exports may offset some H-1B-dependent revenue losses.