TCS Accelerates AI Ambition: Acquiring for Capabilities, Not Just Revenue, Says MD Krithivasan
Information Technology
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CNBC TV1820-01-2026, 17:04

TCS Accelerates AI Ambition: Acquiring for Capabilities, Not Just Revenue, Says MD Krithivasan

  • TCS is becoming more acquisitive to achieve its goal of becoming the world's largest AI technology services company.
  • MD and CEO K Krithivasan stated that acquisitions are focused on building capabilities rapidly, not primarily on boosting revenue.
  • The company's AI ambition, defined four to five months ago, is supported by a five-pillar strategy, including transforming services and expanding AI ecosystem participation.
  • TCS aims to provide end-to-end "infrastructure to intelligence" capabilities for clients.
  • In the last quarter, TCS reported over $1.5 billion in annualized AI-related revenue from 5,000+ engagements, making up nearly 5% of its total revenue.

Why It Matters: TCS is strategically acquiring companies to rapidly build AI capabilities and become a global leader in AI services.

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