New Delhi, April 24 -- When the US sneezes, the world catches a cold-and so does India's information technology (IT) sector, which depends heavily on the world's largest economy.

This time, uncertainties surrounding US-imposed tariffs-likely to fuel inflation and trigger a broader global slowdown-are casting a shadow over the sector's outlook.

A Mint analysis of the transcripts of the earnings conference calls by the big four of the IT industry-Tata Consultancy Services (TCS), Wipro Ltd, Infosys Ltd, and HCL Technologies-shows that conversations about artificial intelligence (AI), uncertainty and tariffs dominated discussions in the fiscal fourth quarter (Q4FY25).

Read this | Big Four of Indian IT lose market share; HCL Tech's outlook ...