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From excitement to economics

Financial Express Chennai

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January 12, 2026

Tata Consultancy Services reporting $1.5 billion in annual AI revenues demonstrates that AI is moving from pure hype to a revenue- generating reality for the IT services sector. It provides investors with clear visibility into a high-growth segment. Over the coming quarters, other IT firms will be compelled to quantify AI-led impact — not just in terms of revenue, but through tangible gains for clients. Experts discuss the shift in the IT industry.

ARTIFICIAL INTELLIGENCE HAS spent the last few years oscillating between two extremes: fear and fascination.

Anxiety about displacement, opacity and loss of control sits alongside uncritical excitement about exponential gains and limitless possibility.

What we are seeing now is a necessary correction, moving away from emotional extremes toward economic reality.

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