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Indian IT giants bet big on AI, rewire business DNAs for AI-driven future
Indian IT giants bet big on AI, rewire business DNAs for AI-driven future

Mint

time17 hours ago

  • Business
  • Mint

Indian IT giants bet big on AI, rewire business DNAs for AI-driven future

New Delhi, Jun 29 (PTI) Indian IT majors are aggressively repositioning themselves as AI-native firms, focusing on high-margin applications and integration over high-risk, capital-intensive foundational research. A deep dive into the FY25 annual reports from the industry behemoths --- TCS, Infosys, Wipro, and Tech Mahindra -- indicates that in the global AI race, India's tech titans are not competing to invent foundational AI, they are positioning themselves to become premier integrators of it. You may be interested in The shift from general digital transformation to a specific AI focus is captured in the very titles of their annual reports. TCS frames its strategy within "The Perpetually Adaptive Enterprise," driven by a stated "AI-First approach." Infosys takes an even more direct path with its theme, "AI Your Enterprise," while Wipro focuses on its role as an enabler in "Helping Clients Build AI-Powered Future-Ready Businesses." Tech Mahindra joins this chorus with "AI Delivered Right." The IT firms are laying a greater focus on investing in human capital and upskilling their workforce. TCS has reported that over 1 lakh of its employees have acquired "higher order skills in AI/ML and GenAI, while Infosys has said that over 2.70 lakh of its employees are now "AI-Aware". Similar trends are observed in Wipro and Tech Mahindra as well. "The advent of AI with all its possibilities and potential creates another arc of uncertainty. As enterprises look at applying AI to every aspect of the business, some long-standing challenges will become imperative and self-evident to firms," Infosys Chairman Nandan Nilekani said. The need to modernise legacy systems and create a data architecture so that all the firm's data is consumable by AI, in a holistic manner, can no longer be put off, he said and urged enterprises to have an AI foundry and an AI factory to fuel innovation as well as scale. "Let us think of AI as a gifted child prodigy born and brought up in a library. It has access to all the knowledge in the world. It absorbs everything -- information, fact, fiction, truth, untruth, every pattern of human behaviour. Used well, it can create extraordinary value, particularly for businesses like TechM," Mahindra Group Chairman Anand G Mahindra said. The global AI market is projected to skyrocket, reaching an estimated USD 1.3 trillion over the next decade, according to industry estimates. The IT firms are not building their own large language models (LLMs) to compete with OpenAI or Google. Instead, they are deepening partnerships with hyperscalers (Microsoft, Google, AWS) and chipmakers (Nvidia) to access the latest models and infrastructure. Firms are creating dedicated spaces for co-innovation, TCS is establishing AI Centres of Excellence and AI Labs, while Infosys is building its AI foundry, allowing clients to experiment with AI in a controlled environment. Their bet is that as AI becomes a utility, the most enduring value will be captured not by those who create it, but by those who can expertly wire it into every corner of the enterprise. India's largest IT services company TCS believes that generative artificial intelligence (AI) is not just another tech cycle but a "civilisational shift" which will positively benefit every industry. Tata Sons chairman N Chandrasekaran, who also chairs the TCS board, said the USD 30 billion IT services company will create a "large pool" of AI agents to work alongside humans and deliver solutions in a "human AI" model in the future. Wipro announced realignment within its Global Business Lines (GBLs) to better align with the changing needs of clients and to capitalise on opportunities in AI, cloud computing, and digital transformation.

AI shift: India's IT majors embrace integration over invention, upskill workforce as global market booms
AI shift: India's IT majors embrace integration over invention, upskill workforce as global market booms

Time of India

time18 hours ago

  • Business
  • Time of India

AI shift: India's IT majors embrace integration over invention, upskill workforce as global market booms

AI image Indian IT giants are reorienting their business models around artificial intelligence, shedding traditional digital transformation narratives in favour of AI-native strategies focused on high-margin applications and integration — not foundational AI research. A review of FY25 annual reports of Tata Consultancy Services (TCS), Infosys , Wipro and Tech Mahindra reveals a clear pattern: India's top tech firms are positioning themselves as leading AI integrators, rather than developers of core generative AI models, according to PTI. This pivot comes amid rising global demand for enterprise AI solutions, projected to help push the worldwide AI market to an estimated $1.3 trillion within the next decade. TCS's annual report is themed 'The Perpetually Adaptive Enterprise,' built around an 'AI-First approach.' Infosys's strategy is more direct, under the theme 'AI Your Enterprise,' while Wipro underscores its enabler role with 'Helping Clients Build AI-Powered Future-Ready Businesses.' Tech Mahindra's report similarly highlights 'AI Delivered Right.' 'Let us think of AI as a gifted child prodigy born and brought up in a library,' said Anand G Mahindra, chairman of Mahindra Group. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Run Your Business Like a Pro - Top Trending Accounting Software (Check Now) Accounting ERP Click Here Undo 'It has access to all the knowledge in the world. It absorbs everything—information, fact, fiction, truth, untruth, every pattern of human behaviour. Used well, it can create extraordinary value, particularly for businesses like TechM,' he said in the company's annual update, PTI quoted. Workforce upskilling has become a key focus area. TCS reported that over 1 lakh of its employees have acquired higher-order AI/ML and GenAI skills. Infosys said over 2.7 lakh of its workforce is now 'AI-aware.' Wipro and Tech Mahindra are witnessing similar reskilling trends as they transition into AI-first firms. Infosys chairman Nandan Nilekani stressed the urgency of adapting legacy systems for AI compatibility. 'Enterprises must now create a data architecture so that all the firm's data is consumable by AI in a holistic manner,' he said. Nilekani also pushed for enterprises to build 'AI foundries and factories' to fuel innovation and scale. Rather than building their own large language models (LLMs) to rival OpenAI or Google, Indian firms are strengthening partnerships with hyperscalers like Microsoft, Google and AWS, as well as chipmakers such as Nvidia. They are establishing innovation hubs—such as TCS's AI Labs and Infosys's AI Foundry—to help clients experiment with and deploy AI in controlled environments. TCS chairman N Chandrasekaran called generative AI 'a civilisational shift' and said the company will create a 'large pool' of AI agents to work alongside humans in what he termed a 'human-AI' delivery model. Wipro, meanwhile, is realigning its Global Business Lines to sharpen its focus on AI-powered, consulting-led client solutions. 'This realignment will allow us to serve our clients better, enabling us to deliver tailored, high-impact transformation,' said Wipro CEO Srini Pallia. While foundational model development remains the domain of global tech giants, Indian IT leaders are betting that their ability to embed AI into the core of enterprise operations — from finance to manufacturing to customer engagement — will create the most durable long-term value. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now

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