TCS eyes $1.5 bn AI revenue, seeks to become largest AI-led tech firm

The country's largest IT services firm Tata Consultancy Services has outlined an aggressive plan to become the “world's largest AI-led technology services company”. CEO K Krithivasan shared that the company has logged about $1.5 billion in annualised revenue. The Mumbai-headquartered firm has for the first time disclosed its AI revenue, placing it among the few Indian companies to do so.

Taking to the stage on TCS Analyst Day 2025, Krithivasan said that its AI-related services have garnered a total revenue of $1.5 billion annualised.

"About 54 of the top 60 clients use TCS for AI. 85 per cent of all clients, greater than 20 million, leverage TCS for their AI work. Based on the success we have been able to get in the market from our customers, our QoQ growth on AI alone has gone up by 16.3 per cent," he said.

He added that the company has executed over 5,500 AI projects and completed 209 platform deployments.

He noted that while the company has successfully navigated previous shifts from mainframes to the web, the current move to Generative AI represents a fundamental shift due to the unprecedented speed and scale of its impact, distinguishing it from mere technology upgrades of the past.

Detailing the company's strategic roadmap, he listed five key pillars - achieving internal transformation, redefining all services, building a future-ready talent model, reimagining customer value chains, and expanding ecosystem partnerships.

 “TCS is built on a vision…this vision is to be the world's largest tech services company…we believe, with the customer context we have, the deep customer relationships we have, the experience that we have built, and the investments, the strategic investments that we are going to put in…we are really poised, and in fact, we feel that we are destined to be there,” Krithivasan asserted.

He highlighted a rigorous "AI First" culture where TCS acts as its own customer zero.

He stated that for every project, the company asks if AI can do the job better, even if it means "cannibalizing" their own revenue.