Artificial intelligence is no longer being viewed as just another technology tool but is rapidly becoming the foundational “infrastructure of intelligence” for modern enterprises, according to Natarajan Chandrasekaran. In his message to shareholders in the 2025–26 annual report of Tata Consultancy Services, Chandrasekaran explained that businesses worldwide are increasingly embedding AI into decision-making, operations, risk management, and long-term strategy. He argued that generative AI and agentic AI are moving beyond experimental pilot projects and entering large-scale enterprise deployment.
Chandrasekaran revealed that TCS’s “Human+AI” operating model is already generating significant revenue, with AI-led services contributing about $2.3 billion annually and new-age services such as cloud computing, cybersecurity, and data platforms generating roughly $11.5 billion. He emphasized that AI will fundamentally reshape how companies allocate capital, organize supply chains, engage customers, and manage operational risks. According to him, AI is becoming the operational foundation on which future enterprises will function.
A major focus of TCS’s strategy involves building secure and sovereign AI infrastructure in India. The company plans to develop an industry-focused AI operating system to accelerate the deployment of agentic AI solutions across multiple sectors. TCS also announced plans to construct India’s first AI-centric data center with rack density exceeding 160 kilowatts while strengthening partnerships with hyperscalers, frontier AI firms, and industrial manufacturers. Chandrasekaran believes rising global pressure on energy, computing capacity, and geography is positioning India as an important alternative destination for global AI infrastructure investments.
The broader vision reflects the Tata Group’s belief that AI will become as transformative as electricity, steam engines, or the internet. Earlier this year at the India AI Impact Summit 2026, Chandrasekaran described AI as “the next big infrastructure” capable of reshaping industries and society at every level. He argued that India has the opportunity to become a global AI leader by combining digital infrastructure, AI-ready data systems, semiconductor initiatives, and large-scale compute capacity. The company’s expanding AI investments suggest that major enterprises increasingly see artificial intelligence not as a standalone product, but as the core infrastructure powering the future economy.
