TCS Hits $1.5 Billion AI Revenue, Eyes Global AI Leadership with Massive Investments

• TCS reported $1.5 billion in annual AI revenue for the first time, completing over 5,500 AI projects.
• AI services are growing at 16.3% QoQ, with 54 of top 60 clients and 85% of $20M+ clients utilizing TCS for AI work.
• The company plans to invest $6.5 billion for 1 GW data center capacity and $2 billion into HyperVault, its AI data center business with TPG.
• TCS acquired ListEngage MidCo ($72.8M) and Coastal Cloud ($700M) to enhance enterprise capabilities.
• Workforce strategy shifts to "AI-native" talent, doubling university trainee intake, and providing 600,000 employees with AI infrastructure access, alongside a 2% workforce reduction in FY26.

Why It Matters: TCS is aggressively investing in AI, achieving significant revenue and transforming its operations for future growth.