TCS Aims to Lead Global AI Services with $1.5 Billion in Annualized Revenue

TCS​‍​‌‍​‍‌​‍​‌‍​‍‌ (Tata Consultancy Services) has revealed for the first time publicly its annualized revenue from AI services to be around $ 1.5 billion. The company shared this milestone at its Analyst Day 2025 event as it outlined an aggressive strategy to become the world’s largest AI-led technology services provider.

Mr. K Krithivasan, the CEO, told that TCS has done more than 5,500 AI projects and installed 209 AI platforms for its customers. The company’s success in the market is mirrored by strong uptake, as most of their top clients are using TCS’s AI services to change their businesses.

Krithivasan called the move to generative AI “a change far beyond technology” and said that it meant fundamental changes in the way businesses work and compete. To assist this change, TCS is depending on five strategic pillars: internal transformation, redefining services, building a future-ready talent base, reinventing customer value chains, and expanding ecosystem partnerships.

Workforce transformation is at the heart of the TCS focus. The company has transformed its teams so they can champion AI and not just assist it. All customer-facing employees have been trained in AI skills, and over 180,000 people have developed advanced skills. TCS considers AI as a core of its business and culture and is even doing AI-first on internal projects before taking the traditional route.

TCS had made several investments consistent with this pledge. First, the company launched a new subsidiary named HyperVault AI Data Centre Ltd in October, aiming at building sovereign data centers and providing infrastructure services. Then, in November, it collaborated with private equity firm TPG to invest in the development of large-scale data centers, indicating a strong commitment not only to the core services but also the infrastructure needs that will power AI solutions.

The enormity and the extent of TCS’s AI business accentuate its aspiration. By revealing the $1.5 billion figure, the company publicly, to clients and competitors, it is signaling that it is placing its bets in the global AI arena. The strategy works through broad experience and deliberate choices of talent, technology, and infrastructure to rise in a rapidly changing ​‍​‌‍​‍‌​‍​‌‍​‍‌market.