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TCS announces monster AI pivot amid muted Q2 outing

Mint Chennai

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October 10, 2025

lion in the first half of the fiscal year, down 1.9% from a year earlier.

However, ina bid to find better growth avenues, the company announced its intention to intensify its AI push, with plans to set up a 1 GW AI data centre in India through a new business unit.

“We expect to achieve 1 GW over a period of five to seven years, and our calculation roughly is about every 150 MW would be about a billion dollars,” chief executive K. Krithivasan said in a post-earnings call with analysts. “Just to provide some more information, our current objective is to provide all passive components. Whomsoever (the client) is occupying, they will bring in their computing storage,” he said.

He added that the company intends to sell these data services to the pure play AI providers, the deep tech companies and the hyperscalers, and to a great extent, the government needs in India and Indian enterprises.”

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