TCS posts USD 1.5 bn AI revenue, launches five‑pillar “Power of AI” program
Tata Consultancy Services announced $1.5 billion in AI‑related revenue this quarter, a figure that places the Indian giant among the top earners in the sector. The company says the surge reflects a broader push to embed artificial‑intelligence capabilities across its service portfolio, a move it hopes will cement its claim to be the largest AI tech services firm. Central to that ambition is a five‑pillar framework the firm unveiled earlier this year, designed to standardise how AI is delivered to clients and to streamline internal development.
Executives have stressed that the model isn’t just a marketing tagline; it dictates everything from talent acquisition to project execution. While the strategy sounds comprehensive on paper, the real test lies in how it translates to day‑to‑day work for the thousands of engineers, consultants and support staff who make up the TCS workforce. That’s where the chief technology officer steps in, outlining the practical steps the company is taking to turn the vision into a habit.
*Chief technology officer Aarti Subramanian detailed how TCS is operationalising the five‑pillar strategy. She said the company's internal programme—"TCS to the Power of AI"—aims to turn "every TCSer… in every role" into an AI practitioner and build an AI‑first mindset across the organisation.*
Chief technology officer Aarti Subramanian detailed how TCS is operationalising the five-pillar strategy. She said the company's internal programme--"TCS to the Power of AI"--aims to turn "every TCSer… in every role" into an AI practitioner and build an AI-first mindset across the organisation. Subramanian said TCS now provides six lakh employees with access to AI infrastructure, including models, coding assistants, and hyperscaler AI tools. To accelerate adoption, TCS ran an AI hackathon, involving more than 2.8 lakh employees and generating over five lakh submissions (3.3 lakh ideas and more than 1.7 lakh builds).
TCS announced $1.5 billion in AI‑related revenue, a figure the company presented as evidence of a shift from digital to AI. Quarter‑on‑quarter, AI deals grew 16.3 %, and the firm says 54 of its top 60 customers are already engaged in AI projects. The five‑pillar “Power of AI” programme aims to turn every employee into an AI practitioner, according to CTO Aarti Subramanian.
Building an AI‑first mindset across the organisation is ambitious, but whether the internal upskilling will translate into sustained client growth remains unclear. The company’s CEO framed the move as a “civilizational change,” yet external validation of the claim is limited to the figures disclosed. While the revenue number is sizable, it is not yet clear if TCS will become the largest AI tech services provider.
The strategy hinges on both continued deal flow and internal capability development, factors that are still being measured. As the quarter ends, the data points are there, but the longer‑term impact is uncertain.
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Common Questions Answered
What amount of AI‑related revenue did TCS report for the quarter?
TCS announced $1.5 billion in AI‑related revenue for the quarter, positioning it among the top earners in the AI services sector. This figure underscores the company's shift from a purely digital focus to an AI‑centric business model.
How does the five‑pillar “Power of AI” programme aim to transform TCS employees?
The programme is designed to turn every TCSer into an AI practitioner by providing access to AI infrastructure, models, coding assistants, and hyperscaler tools. It seeks to embed an AI‑first mindset across all roles, fostering widespread adoption of artificial‑intelligence capabilities.
What role did CTO Aarti Subramanian play in operationalising TCS’s AI strategy?
Aarti Subramanian, TCS’s chief technology officer, detailed the rollout of the five‑pillar strategy and the internal “Power of AI” initiative. She highlighted that six lakh employees now have access to AI tools, accelerating the company’s AI adoption across its workforce.
What evidence does TCS provide to show growing client engagement with AI projects?
TCS reported that AI deals grew 16.3% quarter‑on‑quarter and that 54 of its top 60 customers are already involved in AI projects. This high level of client participation demonstrates strong market demand for the firm’s AI services.