At its AGM in Mumbai, TCS Chairman N Chandrasekaran said AI will reshape the company, with AI agents potentially matching human employees within three years. He called AI a major opportunity for enterprise IT, not a threat. TCS reported $2.4 billion annualised AI revenue in FY26 Q4, growing 22.4% QoQ. He also highlighted rising global tech spending and strong fundamentals despite sector concerns.
Mumbai: Tata Consultancy Services expects a major transformation in the coming years, with artificial intelligence (AI) becoming deeply integrated into its workforce and operations, its Chairman N Chandrasekaran said on Tuesday.
Speaking at the 31st Annual General Meeting here, he said that over the next three years, the company could have as many AI agents as human employees, marking a major shift in how work is done at TCS.
He said the company is building what he called “the most consequential work” in its history, as AI reshapes the global technology services industry.
“Some say AI poses a fundamental threat to that model. I see it differently: far from being a mortal threat, AI is the most significant opportunity yet for enterprise IT,” he said.
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