TCS CEO: AI Could Reach 20% Revenue, Jobs Shift

TL;DR

Tata Consultancy Services CEO K. Krithivasan says AI could reach about 20% of revenue within four to six quarters, as automation reshapes roles and new AI jobs emerge across business. He spoke with Haslinda Amin and Menaka Doshi on Insight with Haslinda Amin. (Source: Bloomberg).

Nauti's Take

For small teams, that number matters only if it reflects real services with clear margins and measurable customer value. Check three things first: which AI work is truly new revenue, which tasks are just being automated internally, and whether any efficiency gains actually reach the customer instead of only improving the revenue narrative.

Summary

Tata Consultancy Services CEO K. Krithivasan says AI could reach about 20% of revenue within four to six quarters, as automation reshapes roles and new AI jobs emerge across business.

He spoke with Haslinda Amin and Menaka Doshi on Insight with Haslinda Amin. (Source: Bloomberg)

Sources