Let’s check out what Okay Krithivasan, CEO and MD of Tata Consultancy Providers (TCS), has stated about Synthetic Intelligence (AI) and the chance the expertise creates for the Data Expertise (IT) companies {industry}. Throughout a number of interactions and analyst meets, Krithivasan has shared TCS’s plans for its AI push, investments, and alternatives.
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What They Stated: Timeline
October 2025:
Throughout TCS’s monetary outcomes announcement for the second quarter of fiscal 12 months FY 2026, which ended on September 30, 2025, Okay. Krithivasan stated:
“In response to financial and demand volatility, purchasers are consolidating distributors to realize transformation aims successfully and effectively. We’re discovering good success in lots of such giant offers utilizing our differentiated, AI-infused options.”
He added:
“The mega take care of Tryg Insurance coverage is an efficient instance of how we scale long-standing partnerships with our contextual data, unmatched supply monitor report, and management in AI.”
He continued:
“In the previous few quarters, we’ve got undertaken many inner and exterior transformation initiatives to speed up the adoption of AI inside TCS and our purchasers. We’ve got been partaking with our purchasers in understanding the challenges they’re dealing with in scaling AI and collaborating with expertise companions and academia to unlock the true potential of this expertise.”
He stated this expertise offers TCS the boldness to state that it’s going to turn out to be the world’s largest AI-led expertise companies firm, enabling enterprise, authorities, and society.
This transformation, he stated, is at the moment underway.
The CEO acknowledged that the corporate is dedicated to creating vital investments towards transformation, targeted on 5 pillars:
- TCS AI – Inner transformation to drive an AI-first tradition, construct AI options, and scale AI for related intelligence.
- Redefining all Providers in a Human + AI companies mannequin – TCS has established an AI and Providers Transformation Unit for this goal.
- Constructing A Future prepared expertise mannequin – Investing in future-ready expertise, embracing new methods of working, and recruiting prime expertise regionally within the markets the place TCS operates.
- Making AI actual for purchasers – Redesigning enterprise worth chains throughout industries and investing within the improvement of revolutionary, cross-industry AI-driven options.
- AI Ecosystem Play – Deepening partnerships throughout the AI ecosystem, stepping up M&A efforts, and foraying into new enterprise ventures. This consists of the beforehand introduced press launch on ListEngage and the creation of a brand new AI infrastructure entity in India.
Krithivasan stated:
“We’re deepening our participation within the AI ecosystem by increasing into adjacencies. We’re creating world-class AI infrastructure for all stakeholders, together with enterprises, hyperscalers, and sovereign necessities.”
He added:
“Earlier this 12 months, we introduced the launch of TCS SovereignSecure Cloud. We’re seeing superb traction for a similar in our consumer base in India.”
He additionally highlighted TCS’s partnership with IBM and the Authorities of Andhra Pradesh:
“In partnership with IBM and the Authorities of Andhra Pradesh, we’re deploying India’s largest Quantum laptop within the nation’s first Quantum Valley Tech Park.”
On AI-led transformation, Krithivasan stated:
“Our perception and confidence in changing into the most important AI-led companies firm is predicated on the power of the prevailing consumer relationships. And the partnerships that we’re constructing with all of the gamers on this ecosystem. And we anticipate each venture that we do can be AI-led.
“So, which signifies that we’ll offer velocity, we’ll offer flexibility and there may very well be productiveness good points additionally in these tasks, however we’ll even be doing tasks that would not have been performed with out AI prior to now.”
“Our expectation is general scope of engagement or measurement of engagements would positively improve. However there could be productiveness advantages that the purchasers would get within the particular person tasks. And we additionally will get some productiveness advantages from doing these tasks as a result of we’ll be leveraging AI.”
On what prompted the corporate’s information centre funding, he stated:
“Crucial factor is our calculation of unmet demand; that is going to be within the information heart area. Our calculation reveals that we’ve got just one.2 gigawatt of capability within the nation. And within the subsequent 5 to 6 years, the demand can go up by virtually 10 occasions, whereas the dedicated capability is just about 5 to six gigawatts. So that’s going to depart a lot unmet demand. So, with all this stuff put collectively, we thought it is a good alternative for us. And one other level is it additionally ensures steady annuity income as properly.”
On the AI information centre funding, he clarified that it’s a passive information centre:
“The probably customers may very well be the hyperscalers, deep tech, who need to do the coaching, inferencing in India or Indian enterprises, they need to leverage it as a non-public cloud. We’re not anticipating our abroad prospects to be hosted, particularly in India. It is extra like what we’re providing for these hyperscalers and India-based companies or deep tech.”
On GenAI and AI-led utility improvement, he stated:
“…Lots of our prospects globally have a variety of expertise debt that they’ve carried over time.”
He added:
“GenAI and Agentic AI are highly effective instruments to actually deal with the tech debt. You should use these AI, GenAI to grasp the legacy code and forward-engineer and ship the brand new code. So, modernization with AI is a big alternative, and we’re seeing a major uptick throughout prospects, however I might say proper now, considerably in BFSI. And we anticipate to duplicate this throughout different verticals.”
He concluded the earnings name by highlighting:
“Our TCV was strong, at USD 10 billion in Q2, which grew 16 p.c YoY, together with a mega deal win, utilizing AI-enabled differentiated options.”
He added that TCS will proceed to be a key jobs supplier within the {industry}.
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December 2025:
TCS Analyst Day 2025
Talking at TCS Analyst Day 2025, December 17, 2025, Krithivasan stated:
“What we’re seeing right now is a brand new expertise when it comes to generative AI. After all, it’s a misnomer to name it only a expertise. It is a basic shift. It’s very completely different from earlier technological disruptions we’ve got due to the size with which its going to affect, and the velocity at which it’s going to happen, and the advantages we will ship from it. Actually, for these causes, our chairman has referred to as it a civilizational shift.”
He added:
“We have been doing many tasks like since 2023, when the ChatGPT second occurred. We have been working with our prospects, serving to them do POC, exploring, experimentation. So many issues have been occurring by now. We’ve got performed greater than 5,500 tasks.”
Krithivasan stated:
“Our AI-related companies have garnered a complete income of USD 1.5 billion annualised. About 54 of the highest 60 purchasers use TCS for AI. 85 p.c of all purchasers, higher than 20 million, leverage TCS for his or her AI work. Based mostly on the success we have been capable of get out there from our prospects, our QoQ progress on AI alone has gone up by 16.3 p.c.”
This marked the primary time TCS reported its AI income, reflecting its rising ambitions to turn out to be the world’s largest AI-led expertise companies firm.
He stated:
“A large inner transformation train is occurring, and we’re encouraging all our associates to undertake an AI-first tradition. Each time we tackle a venture or have interaction with a buyer, the primary query we ask is: What can AI do right here? Can AI do that higher than what we’re doing right now, even when it finally ends up cannibalising our personal income?”
“That’s what we outline as an AI-first tradition, giving AI the primary proper of refusal earlier than contemplating every other possibility. Alongside this, we’re constructing our personal AI options and scaling them,” he stated on the TCS Analyst Day 2025 in Mumbai.
Krithivasan famous that TCS has executed greater than 5,500 AI tasks and accomplished 209 platform deployments, attaining buyer satisfaction of 94.8 p.c. This, he stated, reveals AI is now being carried out at enterprise scale fairly than handled as an rising functionality.
TCS has navigated a number of expertise shifts over its historical past, from mainframes to client-server computing and the rise of the web. Krithivasan famous that generative AI represents a extra profound inflection level due to the velocity and breadth of change it’s driving throughout industries. In contrast to earlier transitions, he stated, AI is reshaping not simply instruments however how work itself is organised and delivered.
Krithivasan stated the corporate follows an “AI-first” strategy internally, treating itself as a “buyer zero” and asking whether or not AI can carry out duties higher.
He additionally outlined a full-stack ambition, with TCS working throughout the worth chain from infrastructure and chip design to fashions, platforms and AI brokers. This breadth, he stated, mixed with monetary power and execution self-discipline, positions the corporate to guide purchasers by means of the transition.
Krithivasan stated all customer-facing groups are skilled in AI, and greater than 180,000 associates have been upskilled in superior AI competencies.
He emphasised that TCS’s buyer context, deep buyer relationships, the expertise it has constructed, the funding, the technique the administration goals to place in, and the technique they’ve, makes it poised to be the “world’s largest AI-led tech companies firm.”
“Actually, we really feel that we’re destined to be there,” he stated.
About
Okay. Krithivasan, often known as Krithi, took over because the CEO and MD of Tata Consultancy Providers on June 1, 2023. He joined TCS in 1989 as an assistant system analyst. Based on the corporate profile, as CEO, Krithi sharpened the multinational firm’s deal with industries by realigning the organisational construction into key enterprise teams. He has steered TCS’ technique for creating the world’s largest AI-ready workforce.
It is a growing story, and extra quotes and insights from Okay Krithivasan can be added as they turn out to be accessible.
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