Indian IT majors are aggressively repositioning themselves as AI-native companies, specializing in high-margin purposes and integration over high-risk, capital-intensive foundational analysis.
A deep dive into the FY25 annual reviews from the trade behemoths — TCS, Infosys, Wipro and Tech Mahindra — signifies that within the world AI race, India’s tech titans aren’t competing to invent foundational AI, they’re positioning themselves to change into premier integrators of it.
The shift from common digital transformation to a selected AI focus is captured within the very titles of their annual reviews. TCS frames its technique inside “The Perpetually Adaptive Enterprise,” pushed by a acknowledged “AI-First strategy.” Infosys takes an much more direct path with its theme, “AI Your Enterprise,” whereas Wipro focuses on its position as an enabler in “Serving to Shoppers Construct AI-Powered Future-Prepared Companies.” Tech Mahindra joins this refrain with “AI Delivered Proper.” The IT companies are laying a better deal with investing in human capital and upskilling their workforce.
TCS has reported that over 1 lakh of its staff have acquired “increased order expertise in AI/ML and GenAI, whereas Infosys has mentioned that over 2.70 lakh of its staff are actually “AI-Conscious.”
Comparable developments are noticed in Wipro and Tech Mahindra as nicely.
“The appearance of AI with all its prospects and potential creates one other arc of uncertainty. As enterprises have a look at making use of AI to each side of the enterprise, some long-standing challenges will change into crucial and self-evident to companies,” Infosys Chairman Nandan Nilekani mentioned.
The necessity to modernise legacy methods and create an information structure so that each one the agency’s knowledge are consumable by AI, in a holistic method, can not be postpone, he mentioned and urged enterprises to have an AI foundry and an AI manufacturing unit to gas innovation in addition to scale.
“Allow us to consider AI as a gifted baby prodigy born and introduced up in a library. It has entry to all of the information on the planet. It absorbs every part — data, truth, fiction, reality, untruth, each sample of human behaviour. Used nicely, it could possibly create extraordinary worth, significantly for companies like TechM,” Mahindra Group Chairman Anand G Mahindra mentioned.
The worldwide AI market is projected to skyrocket, reaching an estimated ₹1.3 trillion over the following decade, in line with trade estimates.
The IT companies aren’t constructing their very own massive language fashions (LLMs) to compete with OpenAI or Google. As an alternative, they’re deepening partnerships with hyperscalers (Microsoft, Google, AWS) and chipmakers (Nvidia) to entry the most recent fashions and infrastructure.
Companies are creating devoted areas for co-innovation, TCS is establishing AI Centres of Excellence and AI Labs, whereas Infosys is constructing its AI foundry, permitting purchasers to experiment with AI in a managed setting.
Their wager is that as AI turns into a utility, essentially the most enduring worth might be captured not by those that create it, however by those that can expertly wire it into each nook of the enterprise.
India’s largest IT companies firm TCS believes that generative synthetic intelligence (AI) isn’t just one other tech cycle however a “civilisational shift” which is able to positively profit each trade.
Tata Sons chairman N Chandrasekaran, who additionally chairs the TCS board, mentioned the ₹30 billion IT companies firm will create a “massive pool” of AI brokers to work alongside people and ship options in a “human AI” mannequin sooner or later.
Wipro introduced realignment inside its International Enterprise Traces (GBLs) to higher align with the altering wants of purchasers and to capitalise on alternatives in AI, cloud computing and digital transformation.
“This evolution of our enterprise strains will allow us to additional sharpen our focus in direction of shopper wants with consulting-led and AI-powered options. This realignment will permit us to serve our purchasers higher, enabling us to ship tailor-made, high-impact transformation,” Wipro CEO and MD Srini Pallia had mentioned.
Revealed on June 29, 2025
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