TCS CEO: AI COULD HIT 20% OF REVENUE IN 18 MONTHS

Krithivasan outlined the timeline during an interview on Bloomberg's Insight with Haslinda Amin, signaling accelerating AI adoption at India's largest IT services firm. The revenue projection reflects broader industry trends as enterprises integrate AI into operations. TCS, which generated $29.1 billion in revenue during fiscal 2024, would see AI contribute roughly $5.8 billion at the 20% mark. The CEO acknowledged that automation will displace certain roles while simultaneously creating demand for new positions requiring AI expertise. This mirrors workforce transitions across the technology and business services sectors as companies retrain staff for emerging capabilities. TCS has been expanding AI offerings through its enterprise AI platform and consulting services. The company competes with peers including Infosys and Wipro as IT services providers vie for share in the expanding AI market. The four to six quarter timeline places the milestone between late 2025 and mid-2026, assuming consistent quarterly progress.