TCS CEO: AI could account for 20% of the company's revenue within 4-6 quarters

K. Krithivasan, CEO of India's Tata Consultancy Services (TCS), said in July 2026 that AI's share of the company's revenue could grow to roughly 20% within four to six quarters, or by around the end of 2027. He made the forecast in an interview on Bloomberg Insight with Haslinda Amin, speaking with hosts Haslinda Amin and Menaka Doshi.

What the TCS chief said

Krithivasan said AI-driven automation is already reshaping job responsibilities inside the company. Algorithms are taking over some routine tasks, while new roles are emerging that focus directly on building, deploying, and maintaining AI solutions for TCS clients.

• Forecast: about 20% of TCS revenue from AI within 4-6 quarters
• Approximate timeline: end of 2027
• Source: Bloomberg TV interview, hosts Haslinda Amin and Menaka Doshi
• Impact: automation of some roles and the emergence of new AI specializations

How AI is changing jobs in IT outsourcing

TCS is India's largest IT company and part of the Tata Group conglomerate, with more than 600,000 employees worldwide. It provides development, consulting, and outsourcing services to hundreds of enterprise clients across industries. Krithivasan's comments fit a broader trend of recent years: the biggest IT outsourcers, including TCS, Infosys, Wipro, and Accenture, are actively rebuilding their business models around generative AI. Beyond classic turnkey development, they now offer clients AI agent deployment and business process automation.

For the IT services industry, this cuts both ways. On one hand, demand for AI implementation projects is growing as a separate revenue stream. On the other, some routine programming and support work that once required large development teams now gets done faster and with fewer people, thanks to generative tools.

What it means

The TCS chief's forecast shows that for the largest IT outsourcers, AI is no longer an experimental add-on but a meaningful revenue line. At the same time, the company openly acknowledges that this growth comes alongside the transformation and partial reduction of traditional roles.