Tata Consultancy Services (TCS), India’s largest IT services firm, has significantly expanded its AI-skilled talent pool, doubling the number of employees trained in artificial intelligence to 1.6 lakh.
The company also hired 18,500 new employees in the second quarter of FY 2025–26, with a clear emphasis on building future-ready capabilities across its global operations.
Strategic Shift Toward AI-Led Services
TCS is undergoing a major transformation to position itself as the world’s largest AI-led technology services company.
According to Chief Financial Officer Samir Seksaria, the company plans to invest between $5–6 billion over the next few years to build AI infrastructure, including one gigawatt of data center capacity in India.
These investments are aimed at supporting large-scale AI training, cloud computing, and digital transformation initiatives for clients across sectors.
The company’s leadership has emphasized that AI is no longer a niche capability but a core driver of business value.
Speaking to ET Now, Seksaria and Chief Human Resources Officer Sudeep Kunnumal outlined the company’s roadmap for integrating AI into every layer of its service delivery, talent development, and client engagement.
TCS Workforce Expansion and Reskilling
In Q2 FY 2025–26, TCS onboarded 18,500 new employees, bringing its total headcount to over 6.13 lakh.
A substantial portion of these hires were directed toward roles in AI, cloud platforms, cybersecurity, and data engineering.
The company’s internal reskilling programs have also accelerated, with more than 1.6 lakh employees now certified in AI-related competencies.
This doubling of AI-skilled talent reflects TCS’s commitment to preparing its workforce for high-intensity digital roles.
The company has launched several internal initiatives, including the “Ideate and Build with AI” hackathon, which saw participation from over 2.75 lakh employees.
These programs are designed to foster innovation and hands-on experience with emerging technologies.
Business Performance and Global Outlook
TCS reported consolidated revenue of $7.466 billion for the quarter ending September 30, 2025, marking a 0.6% increase quarter-on-quarter.
The company’s international revenue also grew by 0.6% in constant currency terms.
While growth remains modest, the company’s strategic investments in AI and digital infrastructure are expected to drive stronger performance in the coming quarters.
The acquisition of ListEngage, a Salesforce-focused firm, further strengthens TCS’s capabilities in customer experience and cloud-based solutions.
This move aligns with the company’s broader goal of integrating AI into customer engagement platforms and enterprise applications.
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