TCS to focus on building industry-specific AI systems, build India’s first high-density AI data centre

In a year marred by layoffs, sexual harassment allegations at one of its call centres in India and amidst the onslaught of the AI wave the company teaming up with GitLabs Inc, the intelligent orchestration platform for DevSecOps, to use intelligent orchestration and agentic AI automation to help enterprises accelerate innovation velocity at scale, Tata Consultancy Services Ltd (TCS) sounded bullish about its future, with it’s chairman saying the company is repositioning itself as an AI & Digital transformation partner.

A man walks past a logo of Tata Consultancy Services (TCS). (FILE)
| Photo Credit:
FRANCIS MASCARENHAS

“In fiscal 2026, TCS scaled up execution of the ‘Human+AI’ operating model and industry specific agent marketplace. Your company generated annualised revenues of $2.3 billion in AI Services and $11.5 billion in new-age services including Cloud, Data, Enterprise Solutions and Cyber Security,” TCS Chairman N Chandrasekarn informed shareholders in the company’s Annual Report.

He said TCS was focusing on acquiring and scaling next-gen capabilities through inorganic initiatives.

Emphasising that GenAI and agentic AI were entering a new phase of growth, he said AI would not just be a layer but be the operating foundation.

“Customers will move from pilots to scale, embedding AI into core functions. Your company is working closely with customers across industries in their AI led transformation,” he told shareholders. Stating that as AI scales, key aspects of trust, security, and data sovereignty would be non-negotiable, he said enterprises would need an AI Operating System.

“This Operating System will be a foundation of infrastructure, data, models, context, agents, and governance,” he pointed out.

In his message K Krithivasan, MD & CEO, TCS said “As customers scale AI, they are looking for partners who can build and manage a unified control plane across the full AI stack – Infrastructure to Intelligence.”

“This control plane – an AI Operating System – makes AI repeatable and governable through orchestration in an enterprise’s context and embeds trust mechanisms such as security, monitoring, evaluation, and auditability. Many enterprises have tools and models, but not the standardised control and context needed to run agentic systems safely in day-to-day operations today,” he said.

“This is where TCS is positioning itself as an Enterprise Intelligence Integrator, modernising software stacks, embedding AI agents into operations, and governing data and security at scale to deliver measurable outcomes,” he added.

He said TCS will now focus on four distinct progressions: Build industry-specific AI systems, construct India’s first high-density AI data centre, strengthen it’s Infrastructure to Intelligence offering with 3600 partnerships and establish secure, resilient, sovereign AI infrastructure.

As per the Annual Report Mr Krithivasan’s annual compensation for FY increased over 6% to over ₹28 crore which includes commission of ₹25 crore.