TCS CEO: AI could capture 20% of company revenue in 4-6 quarters
K. Krithivasan, CEO of Indian Tata Consultancy Services, said AI share of company revenue could reach around 20% in just four to six quarters. According to him, automation is changing the structure of work roles within TCS but simultaneously creating new AI specializations. The statement was made in an interview with Bloomberg TV hosts Haslinda Amin and Manaaki Doshi.
AI-processed from Bloomberg Tech; edited by Hamidun News
The CEO of Indian Tata Consultancy Services (TCS) K. Krithivasan stated in July 2026 that the share of artificial intelligence in the company's revenue could grow to approximately 20% within four to six quarters — that is, roughly by the end of 2027. The top manager reported this in an interview with the Bloomberg Insight with Haslinda Amin program, hosted by Haslinda Amin and Menaka Doshi.
What the TCS head said
According to Krithivasan, AI-based automation is already changing the structure of work responsibilities within the company: some routine tasks are being transferred to algorithms, while at the same time new roles are emerging directly related to the development, implementation, and maintenance of AI solutions for TCS clients.
- Forecast — approximately 20% of TCS revenue from AI within 4-6 quarters
- Target timeframe — end of 2027
- Source — Bloomberg TV interview, hosts Haslinda Amin and Menaka Doshi
- Effect — automation of some roles and 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, employing over 600,000 employees worldwide. The company provides development, consulting, and outsourcing services to hundreds of corporate clients in various industries. Krithivasan's statement fits into the general trend of recent years: the world's largest IT outsourcers — TCS, Infosys, Wipro, Accenture — are actively restructuring their business model around generative AI, offering clients not just traditional custom development, but also deployment of AI agents and business process automation.
For the IT services industry, this means a double effect: on one hand, demand is growing for AI implementation projects as a separate revenue stream, on the other hand — some of the familiar programming and support tasks that previously required large development teams are now performed faster and by smaller teams thanks to generative tools.
What it means
The TCS CEO's forecast shows that for the world's largest IT outsourcers, artificial intelligence is ceasing to be an experimental add-on and is becoming a significant revenue stream — while the company directly acknowledges that this growth is happening simultaneously with the transformation and partial reduction of traditional roles.
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