India's AI Boom: Why TCS Pivoted To This AI Strategy Ahead of 2026?

After tech giants like Google bet big on India's role in the ongoing artificial intelligence (AI) boom, TCS has introduced a fresh AI strategy to become the “largest AI-led tech services organisation”.

On the first Analyst Day in 10 years, the Mumbai-headquartered tech company revealed that its AI services revenue grew by 16.3% to $1.5 billion, and its next-generation services revenue rose to $11 billion, according to a CLSA report. 

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Key Insights On TCS' New AI Plan Ahead Of 2026

• TCS outlined five pillars that it believes will help it achieve its vision of becoming the world’s
  largest AI-led tech service company:
• Internal transformation to drive an AI-first culture where it is creating an AI mindset in every employee.
• Redefining all the services using a human+AI led approach across service lines like BPO, product engineering, ADM and IMS
• Future-ready talent model with greater focus on higher order AI skills and experienced hires having next gen skills.
• Making AI real for clients with domain-specific and cross-industry solutions.
• Developing an AI ecosystem play with M&A, partnerships and new ventures.

Moreover, TCS is looking to capatalise on the AI wave in India after companies like Google announced plans to invest $15 billion for creating an AI data centre campus in Vizag, Andhra Pradesh, which in its construction phase would create nearly 1,00,000 jobs.

Meanwhile, Reliance Industries’ revealed its $11-billion joint venture to develop 1 GW of AI data capacity in Andhra Pradesh. On other hand, AWS has earmarked $8.3 billion to cloud infrastructure in Maharashtra. 

Earlier, Tata Consultancy Services (TCS) had also announced plans to infuse nearly $6.5 billion over the upcoming period of 5–7 years to build 1 GW of data-centre capacity. The other major.investment plans includes OpenAI's 1 GW data centre in India. 

Currently, the south Asian nation is credited with generating 20% of the world's data, but hosts only 3% of the global data centre capacity.