TCS aims to become world's largest AI-led tech services company: CEO

The country's largest IT firm TCS aims to become the world's largest AI-led technology services company, with 130 of its top 139 clients already choosing it as their AI services partner, CEO and Managing Director K Krithivasan said.

In his letter to shareholders in the company's Annual Report for 2025-26, Krithivasan noted that FY26 marked an "inflection point" for enterprise AI, as customers decisively moved from experimental pilots to scaled deployments.

"To realise the opportunities offered by AI, we set out a bold aspiration to become the world's largest AI-led technology services company. Our strategy to realize this aspiration, is to be a full-stack AI services player from Infrastructure to Intelligence," Krithivasan wrote.

 

He highlighted that 130 of TCS' top 139 clients - those generating over $50 million in annual revenues - have selected the company as their AI services partner.

To support this massive technological shift, TCS has aggressively upskilled its workforce. Krithivasan stated that over 2,70,000 employees now possess advanced AI skills, a threefold increase from the previous year.

Beyond global enterprise clients, the CEO highlighted TCS' execution of nation-scale projects in India during the fiscal year.

"We scaled the Government e-Marketplace (GeM) into the world's largest government e-commerce marketplace, with procurement exceeding Rs 5 lakh crore. We upgraded State Bank of India's YONO 2.0 to serve 20 crore users in 10 languages. We also modernised citizen services such as ePassports (over 1 crore issued) and built the RBI's new data management system, designed to handle 250 TB for sharper economic analysis," he noted.

Outlining the company's "Build-Partner-Acquire" strategy for the AI ecosystem, Krithivasan pointed to the recent acquisitions of US-based ListEngage and Coastal Cloud, which position TCS among the top five global Salesforce Consultants.

He also highlighted the launch of 'HyperVault', TCS' AI infrastructure business in partnership with TPG, which has an initial plan to build 1 Gigawatt (GW) of data centre capacity in India to meet the surging demand for AI compute.

Looking ahead, Krithivasan said that as enterprises scale AI, they will need a unified control plane-an "AI Operating System"-to make AI repeatable and governable.

"This is where TCS is positioning itself as an Enterprise Intelligence Integrator, modernising software stacks, embedding AI agents into operations, and governing data and security at scale to deliver measurable outcomes.

"...we will focus on four distinct progressions: Build industry-specific AI systems, construct India's first high-density AI data centre, strengthen our Infrastructure to Intelligence offering with 3,600 partnerships and establish secure, resilient, sovereign AI infrastructure," Krithivasan said.   Meanwhile, TCS Chairman N Chandrasekaran said artificial intelligence is no longer just a technological layer but is rapidly becoming the operating foundation and "infrastructure of intelligence" for enterprises globally. 

In his letter to shareholders in the company's Annual Report for 2025-26, Chandrasekaran noted that TCS has scaled up the execution of its 'Human+AI' operating model, generating an annualised revenue of $2.3 billion in AI services and $11.5 billion in new-age services, including cloud, data, and cybersecurity.

He noted that AI will fundamentally influence how enterprises invest, organise supply chains, manage risk, and serve stakeholders, with generative and agentic AI now entering a new phase of growth as customers decisively move from experimental pilots to scaled deployments and embed AI into core functions.

Looking ahead, the Chairman outlined a comprehensive future strategy centered on establishing secure, resilient, and sovereign AI infrastructure.

A key priority for the IT major, he said, will be building an AI operating system tailored for industries to accelerate the deployment of agentic AI solutions.

Furthermore, TCS plans to construct India's first AI-focused data centre featuring a rack density greater than 160 KW, while strengthening its 'Infrastructure to Intelligence' offerings through expansive partnerships with hyperscalers, frontier AI firms, and industrial OEMs.

Highlighting global macroeconomic shifts, Chandrasekaran noted that as global constraints on power, compute, and geography intensify, India is emerging as a strategic '+1' destination for AI infrastructure.

TCS reported a 12.22 per cent jump in its March quarter net profit to ₹13,718 crore, supported by expanded profit margins.

For fiscal year 2025-26, its profit after tax increased 1.35 per cent to ₹49,210 crore compared to ₹48,553 crore in FY25.

The company added 2,356 jobs in Q4 to take the overall number of employees to 584,519 as of March 31, 2026, marking the first quarter of net addition after two consecutive quarters of decline.

It signed new deals of $12 billion in the three months to March, led by North America at $5.4 billion and the banking, financial services and insurance business at USD 2.8 billion.