Since October 2025, IT index has rallied 17 per cent, as compared to 6 per cent rise in the Nifty 50.
At the core of TCS's vision is a five-pillar framework designed to reorient the company from a digital-first services model to AI-centric enterprise transformation.
TCS has disclosed for the first time that its annualised AI revenue is about $1.5 billion, as investors seek clarity on returns from large AI investments across IT services firms
TCS's $700-million buyout of Salesforce firm Coastal Cloud highlights a stronger AI-focused M&A strategy, but analysts view the valuation as steep and note the market's muted response
Tata Consultancy Services has signed an agreement to buy 100% of Coastal Cloud for $700 million in cash, adding 400+ Salesforce professionals and strengthening its advisory
Indian IT majors vie for mandate as American bank plans insourcing rampup
In the past one month, TCS, Infosys, Tech Mahindra, HCL Technologies, LTIMindtree, Persistent Systems and L&T Technology Services have rallied between 9 per cent and 15 per cent.
The San Francisco-based company is said to be exploring a plan to lease at least 500 MW of data centre capacity from HyperVault, TCS's newly established data centre arm
Tech companies are, typically, at an advantage when the Indian Rupee depreciates against the Dollar
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TCS and SAP have agreed on a five-year collaboration to streamline enterprise IT, strengthen AI-led capabilities and accelerate innovation as clients shift savings from traditional contracts
Analysts attributed the up move to a pullback rally after sharp declines in past sessions. The index is currently 22.72% below its 52-week high of 46,088.90 and is down about 14.8% so far this year.
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The Fifth Circuit Court of Appeals has upheld $194 million in damages against TCS in the DXC trade secrets case, even as it vacated an earlier injunction and sent it back for reassessment
TCS-TPG deal: TCS, on Thursday, announced securing a $1-billion investment from TPG to scale up its AI-data centre platform 'HyperVault'.
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TCS has entered a strategic alliance with TPG, which will invest $1 billion in HyperVault as both firms commit up to Rs 18,000 crore over the coming years to build GW-scale AI data centres
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Tata Consultancy Services (TCS) on Tuesday said it has been chosen by the National Health Service (NHS) Supply Chain to provide application development, support and maintenance for its core business systems and cloud infrastructure, for five years. TCS will deploy a host of cloud and AI-enabled solutions to modernise NHS Supply Chain's IT systems and enhance overall operational efficiency, the company said in a regulatory filing. TCS will replace NHS' legacy systems with a modern supply chain, enterprise resource planning solution for faster time-to-market, seamless scalability, and enhanced customer experience. TCS will also transform the legacy operations into a product and platform-based IT operating model, enabling NHS Supply Chain to make smarter deliveries and operate more strategically. "This shift will strengthen our resilience, improve user experience, and enable us to respond faster to changing business and customer needs. Ultimately, it will enhance our operational ...
Shrikant Chouhan, head of equity research at Kotak Securities, remains upbeat on TCS and Amber Enterprises shares today. Check out the key reasons here