Donald Trump’s dramatic escalation of H-1B visa fees to $100,000 has sent shockwaves through corporate America, prompting firms to re-evaluate their global workforce strategies. With restrictions tightening around skilled immigration, economists and industry leaders say US companies are accelerating a shift of critical, high-value work to India’s Global Capability Centres (GCCs).
India already hosts 1,700 GCCs—over half the global total—and has evolved far beyond its traditional back-office role. Today, these centres drive innovation in artificial intelligence, drug discovery, product design, and cybersecurity. Experts argue that the new visa curbs will turbocharge this trend, transforming India into an even stronger hub for strategic and innovation-led mandates.
“GCCs are uniquely positioned for this moment. They act as resilient, in-house engines,” said Rohan Lobo of Deloitte India, noting heightened activity in financial services and technology. Lalit Ahuja of ANSR added that urgency among US firms is unprecedented, with many fast-tracking India plans that were once long-term.
Big Tech and Wall Street giants—Amazon, Microsoft, Alphabet, JPMorgan, and Walmart—already operate extensive GCCs in India. Now, rather than battling immigration hurdles, companies may double down on expanding these centres. Some may also explore nearshoring to Mexico, Colombia, or Canada, but India remains the largest and most cost-effective ecosystem.
By 2030, India is projected to host over 2,200 GCCs worth nearly $100 billion—a target that may arrive much sooner under Trump’s policies. Yet, risks loom. Proposals like the HIRE Act, which could impose a 25% outsourcing tax, threaten to disrupt India’s service exports.
Still, analysts believe that even if traditional IT revenues take a hit, rising demand for GCC-driven services could cushion the blow. In effect, Trump’s crackdown may inadvertently hand India’s GCC ecosystem a historic growth spurt.