India’s top software services provider, Tata Consultancy Services (TCS), is rebranding itself as an AI and digital transformation partner, according to Chairman N Chandrasekaran. Chandrasekaran highlighted the company’s emphasis on full-stack artificial intelligence solutions across various sectors in its FY26 annual report.
TCS has intensified the implementation of its ‘Human + AI’ operating model and broadened its industry-specific agent marketplace during the fiscal year. Chandrasekaran emphasized that AI is transitioning from a mere technology layer to the “infrastructure of intelligence” for enterprises.
Furthermore, Chandrasekaran anticipates a shift towards large-scale deployment of AI by enterprises, integrating AI into core business functions, supply chains, and decision-making processes. In FY26, TCS amassed $2.3 billion in annualized revenue from AI services, with its new-age services portfolio contributing $11.5 billion in annualized revenue.
The company’s total revenue for FY26 stood at $30 billion, with deal wins amounting to a total contract value of $40.7 billion during the year. TCS expanded into the data center sector in FY26, acquiring firms to enhance capabilities related to AI infrastructure and associated technologies.
TCS recently unveiled ‘HyperVault,’ an AI infrastructure platform developed in collaboration with TPG. Chandrasekaran highlighted India’s emergence as a key alternative destination for AI infrastructure, given global constraints on power, computing capacity, and geography. TCS is constructing India’s first AI-focused high-density data center, boasting a rack density exceeding 160 KW.
TCS CEO and Managing Director K Krithivasan expressed that FY27 would be a crucial year for the company as it strives to become the world’s leading AI-led technology services provider. Krithivasan outlined TCS’s plans to develop industry-specific AI systems, enhance AI infrastructure offerings through partnerships, and establish secure and resilient sovereign AI infrastructure capabilities.
