TCS Chairman Predicts AI Agents Will Match Human Workforce in Three Years
TCS will have as many AI agents as human employees: N Chandraskaran

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N Chandrasekaran, chairman of Tata Consultancy Services (TCS), announced that the company plans to have as many AI agents as human employees within three years. He highlighted a significant growth in AI revenue and emphasized the expanding market for IT services driven by AI technology.
- 01TCS reported an annualized AI revenue of $2.4 billion, growing at a compound quarterly growth rate of 22.4%.
- 02Chandrasekaran identified five major opportunities in AI, including updating technological functions and managing AI within organizations.
- 03Despite concerns about AI's impact on jobs, he noted that TCS's business fundamentals remain strong, with increasing revenues and a robust deal pipeline.
- 04Chandrasekaran emphasized that AI is not just a technology but an essential infrastructure for intelligence.
- 05He believes that the trust built with customers will be crucial as enterprises adopt AI technologies.
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N Chandrasekaran, chairman of Tata Consultancy Services (TCS), stated during the company's 31st Annual General Meeting that TCS aims to have as many artificial intelligence (AI) agents as human employees within the next three years. He noted that three-quarters of enterprises globally expect an increase in technology spending, primarily due to AI advancements. TCS's AI revenue reached $2.4 billion in the last quarter of FY26, with a compound quarterly growth rate of 22.4%. Chandrasekaran addressed investor concerns regarding AI's implications for the workforce, asserting that while AI reduces the need for human input, it also represents a new infrastructure of intelligence. He outlined five key opportunities for TCS in AI, including enhancing technological functions and overseeing AI implementation in organizations. Despite market challenges, he expressed confidence in TCS's strong business fundamentals, citing stable margins and a strong deal pipeline. He emphasized that the future of enterprise AI will depend on context and trust, which TCS has cultivated with its clients over time.
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The shift towards AI at TCS may lead to changes in employment dynamics within the IT services sector.
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