• AI revenue projections: Annualized AI revenue increased from 1.5 billion in Q2 to 1.8 billion in Q3 and 2.3 billion in Q4 (a 22% CQGR), with management targeting 100% year-on-year growth and expecting 100% of revenue to have an AI component by 2028 to 2030.
• Infrastructure investment strategy: TCS is developing an AI operating system, sovereign cloud, and capital-intensive AI data centers to deliver end-to-end full-stack AI solutions, marking a strategic exception to its typical asset-light model.
• Addressable market expansion: The total addressable market for technology is expected to expand from 1.6 trillion to 3 trillion as AI adoption broadens across industries.
• Workforce and hiring: The company plans to scale up to equal numbers of human employees and AI agents (such as half a million each), which will reduce traditional hiring volumes while shifting recruitment toward specialized AI skills.