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How the $100K H1-B Visa Fee Will Hurt U.S.-India Ties—and Companies

1. The U.S. imposed a $100,000 fee for H1-B visas from 2026. 2. The fee will challenge Indian tech firms and impact AMZN's hiring. 3. Analysts expect a mid-single-digit hit to profitability for Indian IT. 4. The policy may strain U.S.-India relations affecting AMZN's global operations. 5. Investments may shift towards Indian capabilities due to increased costs.

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FAQ

Why Bearish?

The new H1-B fee may increase operational costs for AMZN, leading to lower profitability. Historical examples show that regulatory changes often negatively affect companies reliant on foreign talent, as seen with previous visa restrictions.

How important is it?

The article highlights significant changes in visa policy affecting AMZN’s ability to hire tech talent, carrying medium-to-high importance for its operations and cost structure.

Why Short Term?

The impact will be felt by 2026 when the fee takes effect, potentially affecting recruiting and costs immediately. Companies usually adjust their strategies within a couple of years when such regulations are implemented.

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