Artificial intelligence is no longer just a technological layer but is rapidly becoming the operating foundation and "infrastructure of intelligence" for enterprises globally, Tata Consultancy Services (TCS) Chairman N Chandrasekaran said.

In his letter to shareholders in the company's Annual Report for 2025-26, Chandrasekaran noted that TCS has scaled up the execution of its 'Human+AI' operating model, generating an annualised revenue of $2.3 billion in AI services and $11.5 billion in new-age services, including cloud, data, and cybersecurity.

He noted that AI will fundamentally influence how enterprises invest, organise supply chains, manage risk, and serve stakeholders, with generative and agentic AI now entering a new phase of growth as customers decisively move from experimental pilots to scaled deployments and embed AI into core functions.

Looking ahead, the Chairman outlined a comprehensive future strategy centered on establishing secure, resilient, and sovereign AI infrastructure.

A key priority for the IT major, he said, will be building an AI operating system tailored for industries to accelerate the deployment of agentic AI solutions.

Furthermore, TCS plans to construct India’s first AI-focused data centre featuring a rack density greater than 160 KW, while strengthening its 'Infrastructure to Intelligence' offerings through expansive partnerships with hyperscalers, frontier AI firms, and industrial OEMs.

Highlighting global macroeconomic shifts, Chandrasekaran noted that as global constraints on power, compute, and geography intensify, India is emerging as a strategic '+1' destination for AI infrastructure.

TCS reported a 12.22% jump in its March quarter net profit to ₹13,718 crore, supported by expanded profit margins.

For fiscal year 2025-26, its profit after tax increased 1.35% to ₹49,210 crore compared to ₹48,553 crore in FY25.

The company added 2,356 jobs in Q4 to take the overall number of employees to 584,519 as of March 31, 2026, marking the first quarter of net addition after two consecutive quarters of decline.

It signed new deals of $12 billion in the three months to March, led by North America at $5.4 billion and the banking, financial services and insurance business at $2.8 billion.