TCS bets on AI backbone to drive long-term value

AIMS TO SHIFT FROM INTEGRATOR TO INFRASTRUCTURE PROVIDER

- URVI MALVANIA

TATA CONSULTANCY SERVICES' (TCS) big bet on Already infrastructure is being seen as a long-term value play rather than a short-term boost.According to analysts, the company is adding a deeper and more defensible layer on top of its traditional services strength, with the potential to command a premium in the future.The strategy marks a shift in how TCS positions itself in the Al era—instead of just enabling digital transformation—it now wants to build the compute backbone that enterprises will depend on as AI workloads scale sharply.