Globant’s Exusia Acquisition Shows AI Arms Race is Intensifying

Globant’s recent acquisition of Exusia, a company founded in 2012,that specializes in data solutions and advanced analytics is a significant move that underscores the company’s ambitions to dominate in the fields of Artificial Intelligence (AI), data engineering, and outsourcing.

The acquisition aims to not only boost Globant’s capabilities, but also expand its presence in critical global markets, positioning it favorably where advanced AI tools are essential to staying competitive. 

Exusia has a strong U.S. market presence—accounting for 80% of its revenue—and a talent pool spread across India, South Africa, and the U.S., which increases Globant’s capacity to deliver high-quality services while optimizing resource allocation.  Globant gains strength in key  services areas, including healthcare, logistics, and finance.

Strengthening AI and Data Engineering Capabilities

This move also signals a clear alignment with industry trends, where AI and data-centric solutions are becoming a cornerstone for business operations. The ability to manage large-scale data and deploy AI-driven innovations is critical for companies undergoing digital transformation. 

According to Lonnie McRorey, CEO and Co-Founder of TeamStation AI, “this acquisition is like strapping a jet engine onto customer support—AI-driven data solutions will revolutionize contact centers’ operations. We’re talking about hyper-personalized, predictive service, where agents have all the insights they need to solve problems before customers even voice them. It’s a bold step forward.”

Globant’s strategy is not just about enhancing its technological prowess; it is also about deepening its nearshore capabilities and global reach. This expansion into multiple geographies allows Globant to tap into diverse markets, enhancing its ability to deliver nearshore services to clients in North America and beyond. The integration of Exusia provides Globant with greater flexibility, enabling it to allocate resources more effectively and scale operations to meet the increasing demand for outsourcing services.

Leveraging Synergies for Innovation

Globant’s acquisition spree, which includes Exusia, Blankfactor, and Pentalog earlier this year, reveals a deliberate approach to consolidating expertise across various domains, particularly in AI, financial services, and data engineering. The company’s strategy focuses on creating synergies between these acquisitions, enabling a more integrated service offering that is agile, innovative, and responsive to client needs.

“They are building capabilities, tools and better experiences with all the new technological tools,” explains Neil Cohen, VP Marketing at Portal26 -a GenAI Adoption and Management Platform-. In this environment “AI is a key element in creating more efficient processes on the two fronts that companies have to fight on today: the customer front, whether B2B or B2C, with carefully built AI language models, or within the company to improve user management and help them be more efficient.”

The cultural fit between Exusia and Globant is also key to driving future innovation. Exusia’s established reputation in data engineering and AI will likely foster a culture of continuous improvement and technological advancement within Globant. This could lead to the development of cutting-edge solutions that meet the complex needs of clients across sectors like healthcare, logistics, and financial services, where both companies already have a significant footprint.

Outsourcing and IT Services Landscape

“While AI will handle repetitive tasks, it won’t replace humans entirely. In fact, we’ll see a shift in workforce dynamics—people will take on roles that complement AI, focusing on complex, emotionally driven customer interactions. This will drive demand for upskilling, creating AI-savvy agents who can manage and enhance these advanced systems,” says Mc Rorey.

The competitive landscape in IT services is evolving, and firms that fail to keep pace with the demand for AI and data engineering may struggle to maintain market share. 

One more step into the future

“Expanding AI capabilities brings promise and hurdles. Globant has the chance to set new global benchmarks, but it’ll have to balance AI’s efficiency with the irreplaceable human touch. Its success depends on how well it can integrate technology without losing the personal connection customers value,” points McRorey.

Globant’s acquisition seems to have been well-calculated and designed to reinforce its capabilities in AI and data engineering. This merger not only strengthens Globant’s nearshore and outsourcing capabilities but also positions it as a more formidable player in the IT services industry.