N. Chandrasekaran, Tata Consultancy Services Chairman, mapped out four focus areas to build industry-specific systems and realise the company ambitions of becoming an Enterprise Intelligence Integrator in its latest annual report for FY2025-26.
In his letter, Chandrasekaran talked about the company’s AI ambitions listing four major areas: building an AI Operating System for industries, building India’s first AI focused data centre with rack density greater than 160 KW, strengthening Infrastructure to Intelligence offering with industry partnerships, establishing secure, resilient and sovereign AI infrastructure.
“AI is now becoming the infrastructure of intelligence. It will influence how enterprises invest, organise supply chains, manage risk, and serve stakeholders. GenAI and agentic AI are entering a new phase of growth. AI will not just be a layer but will be the operating foundation,” said Chandrasekaran.
As we build a future ready TCS, we will lead with purpose, innovate responsibly, and uphold stakeholders’ trust in everything we do. This is anchored in the Tata value system—integrity, responsibility, inclusion, and respect for every individual.
Similarly, K. Krithivasan, CEO of TCS said customers look for partners who can build and manage a unified control plane – the AI Operating System – across the full AI stack – Infrastructure to Intelligence.
“Many enterprises have tools and models, but not the standardised control and context needed to run agentic systems safely in day-to-day operations today. This is where TCS is positioning itself as an Enterprise Intelligence Integrator, modernising software stacks, embedding AI agents into operations, and governing data and security at scale to deliver measurable outcomes,” he said.
The company is building its full stack AI services across five layers. The first is the foundational layer that provides compute and infrastructure backbone required for AI, including high-performance GPUs, specialised chips, scalable data centres, edge devices and cloud platforms. The company’s HyperVault and SovereignCloud initiatives cater towards this stack.
The next layer looks at transforming large foundation models (LLMs, SLMs), fine-tuned models, industry-trained intelligence frameworks into actionable intelligence. While the third layer provides platforms and tooling to build, deploy, and govern AI solutions, the fourth layer actually embeds AI directly into core business workflows via intelligent enterprise applications. The final layer connects AI systems to real-world outcomes via robotics and edge AI, conversational and visual interfaces, and decision intelligence embedded within operations.
TCS reported annualised revenues of $2.3 billion in AI Services and $11.5 billion in new-age services including Cloud, Data, Enterprise Solutions and Cyber Security. Beyond its acquisitions of Coastal Cloud for $700 million and ListEngage for $72.80 million, the company plans to acquire and scale next-gen capabilities through inorganic initiatives.
Published on May 16, 2026