TCS Sets Sights on Becoming World’s Largest AI-Led IT Services Firm
A New Year message from CEO K Krithivasan signals a decisive shift from digital transformation to AI-led delivery, backed by talent, platforms, and owned compute infrastructure.
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India’s largest IT services firm, Tata Consultancy Services Ltd, has set itself an explicit goal of becoming the world’s largest AI-led technology services company, as global enterprises shift spending priorities from digital transformation to artificial intelligence.
The ambition was laid out in a New Year message sent to employees by TCS chief executive K Krithivasan on 1 January, The Economic Times reported.
In the note, Krithivasan said client behavior over the past year showed a “clear shift” toward AI-first strategies.
“During the year, we saw a major shift in enterprises accelerating investments from digital to AI, with a clear focus on becoming AI-first companies,” he wrote, adding that technology mastery, contextual knowledge and responsible AI practices would be critical to delivering measurable business outcomes.
Krithivasan told employees that TCS’s AI push is already translating into scale.
The company has reached $1.5 billion in annualized AI services revenue, with 54 of its top 60 clients selecting TCS for AI-led transformation programs.
TCS has delivered more than 5,000 AI engagements and completed over 200 AI platform deployments, according to the email.
The note also underscored the breadth of the shift inside the organization. All sales and pre-sales staff are now “AI-fluent,” Krithivasan said, while around 180,000 employees have acquired advanced AI capabilities.
The message builds on what TCS has been telling investors since its September-quarter results.
In October, Krithivasan said the company was on a journey to become “the world’s largest AI-led technology services company,” describing the transformation as anchored in changes across talent, infrastructure, ecosystem partnerships and customer value.
A key pillar of that strategy is infrastructure.
TCS has disclosed plans to build up to 1 gigawatt of data-center capacity in India over the next five to seven years, aimed at hosting AI workloads on facilities that the company funds, controls and operates rather than relying on leased capacity.
Krithivasan told investors that each 150-megawatt tranche would cost about $1 billion, taking the total investment beyond $6.5 billion, to be funded through a mix of equity, debt and partner capital.
