At the pace Artificial Intelligence (AI) is replacing human beings at workplaces, Tata Consultancy Services Ltd. (TCS) will have as many AI agents as human employees in three years, it’s Chairman & Tata Sons Chairman N. Chandrasekaran said on Tuesday.

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“I predict that over the next 3 years, TCS will have as many AI agents as human employees. What we build in this next chapter - for our clients, for India, and for you - will be the most consequential work this company has ever done,” he said in his address at the company’s Annual General Meeting (AGM).

Emphasising that today AI primarily exists in the world of software and computers, Mr. Chandrasekaran said it will soon make inroads into the physical world: stores, factories, warehouses, energy networks, vehicles and supply chains. 

“This will require experts who understand how to link IT, AI and physical equipment and infrastructure,” he said. 

For a global agribusiness, TCS deployed an agentic + physical AI solution using a four-legged robot, with cameras and sensors, to patrol hazardous warehouse environments that previously required human workers, he said without naming the company.

“Across all five areas, TCS is already building, delivering and proving,” he stressed.

Stating that these opportunities cannot be captured by giving organisations access to AI technology, he said enterprises need to organise their data and integrate it into unwieldy IT systems that have evolved over decades. 

“TCS has spent years with customers, maintaining software, managing change and learning the exceptions that never appear in architecture diagrams,” he said. 

“Of course, the AI talent gap between established firms and new challengers can be closed. But established firms still have the edge on what matters most: context and trust. 

This derives from deep regulatory knowledge, strong client relationships and decades delivering projects across borders. All will be of profound importance in the era of enterprise AI,” he added. 

In enterprise AI, the scarcest resource will not be the model. It will be context and trust, the Chairman said.

At TCS, the transformation is already well underway. In last quarter of fiscal 2026, TCS had an annualised AI revenue of $2.4 billion which is growing at a CQGR of 22.4%, he stated.