HCLTech's AI Revenue to Hit $2.5 Billion with 'AI Factory' and Physical AI

• HCLTech projects its advanced AI-led businesses to generate $2-2.5 billion in revenue within the next 2-3 years, driven by early investments.
• The company's 'AI factory' strategy, focusing on end-to-end services for global tech capital expenditure, is expected to become a billion-dollar revenue stream in 3-4 years.
• HCLTech is also investing heavily in 'physical AI', combining robotics, vision systems, and AI workflows for real-world applications like warehouse automation, aiming for another billion-dollar opportunity.
• The growth is fueled by new service categories and discretionary spending, moving beyond AI-enabled modernization of existing contracts.
• HCLTech is exploring acquisitions and focusing on hiring elite engineers to accelerate its AI capabilities and adapt to outcome-based commercial models.

Why It Matters: HCLTech anticipates a significant surge in AI revenue, reaching $2.5 billion, by leveraging new AI factory and physical AI opportunities.