One of India’s top providers of IT services, Tata Consultancy Services (TCS), has said that its yearly income from AI-led services has surpassed $1.5 billion. CEO K Krithivasan announced this information at the company’s Analyst Day 2025 event. He said that the transition from digital technology to artificial intelligence is a big opportunity and a big upheaval that is changing how companies compete and run their operations.
TCS is experiencing an increase in AI income across all of its service sectors, according to Krithivasan. More companies are implementing AI on a broad scale, as seen by the company’s 16.3% rise in AI-related agreements from the prior quarter.
Strong client engagement and execution
TCS has finished more than 5,000 AI projects to date and is now working on AI projects with 54 of its top 60 clients. The company’s over 95% client satisfaction rating shows how well it can provide AI solutions.
According to the CEO, 85% of clients with yearly contracts above $20 million use TCS’s AI services. TCS is able to set ambitious targets because of these optimistic adoption rates. Krithivasan stated, “We want to be the biggest AI tech services company in the world.” At 9:30 a.m. on December 18, TCS shares increased by 0.73% on the NSE following this statement.
Creating an AI-first company
Krithivasan emphasized that AI’s speed, scale, and direct commercial effect set it apart from earlier technological developments. He emphasized that TCS is going through a major internal transformation to become “customer zero,” and he urged staff members to consider how AI may improve procedures even if it upends existing revenue models. Infrastructure, chip design, model integration, and proprietary platforms like Ignio for
cognitive automation and CodeVita for developer creativity are all part of the company’s extensive AI ecosystem. Additionally, TCS is investing on industry-specific AI agents.
Transforming the workforce and scaling AI adoption
Through the program “TCS to the Power of AI,” which aims to incorporate AI capabilities into every function inside the organization, Chief Technology Officer Aarti Subramanian described how TCS is putting its five-pillar AI plan into practice.
AI technologies, such as models, coding assistants, and hyperscaler tools, are already available to more than 600,000 workers. TCS hosted a sizable AI hackathon with participation from 280,000 workers in order to increase the use of AI. Over 500,000 contributions were received. In just three weeks, an AI model assessed every entry, significantly cutting down on manual labor.
In order to foster connections amongst staff members with varying degrees of experience and skill, the firm has also implemented AI Fridays, where teams collaborate in real AI laboratories during brief, gamified innovation sessions.
Improving productivity, autonomy, and partnerships
With AI being deployed across IT operations, application development, testing, service desks, and key business activities like HR, finance, and procurement, TCS is already seeing 20–30% productivity increases in some areas.
Inspired by models for autonomous cars, TCS has developed a five-level Services Autonomy Framework and established an AI and Service Transformation Officer to establish AI-driven delivery. Through alliances like OpenAI, Nvidia, Anthropic, Mistral, and early ties with Google, the firm has also broadened its ecosystem.
TCS feels it is well-positioned to spearhead the next stage of AI transformation for businesses in India and throughout the world because to a robust talent pool, widespread AI implementation, and excellent relationships.
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