Tata Sons Chairman N. Chandrasekaran has made a bold prediction about the future of Tata Consultancy Services (TCS), stating that the company could soon operate with as many artificial intelligence agents as human employees.
Speaking at TCS’ 31st Annual General Meeting on June 9, Chandrasekaran said the IT giant is entering a major transformation phase, where AI is no longer just a disruptive force but a key growth driver. He predicted that within the next three years, TCS could have an equal number of AI agents and human employees.
He emphasized that artificial intelligence should not be seen as a threat to the IT services sector, but rather as an expansion of opportunity. According to him, AI is reshaping how enterprise technology is built, managed, and delivered, opening up new possibilities across industries.
“Far from being a mortal threat, AI is the most significant opportunity yet for enterprise IT,” he said, describing AI as an “infrastructure of intelligence” that will fundamentally change how businesses operate.
Chandrasekaran also compared the AI revolution to past technological shifts like steam engines and cloud computing, noting that reduced intelligence costs will unlock entirely new categories of business transformation. He outlined key growth areas such as AI-driven business process redesign, infrastructure modernization, governance of AI systems, sovereign AI development, and the integration of AI in robotics and physical systems.
He particularly highlighted AI governance as a major future revenue stream, pointing out that AI agents will require continuous monitoring, control, and compliance due to their evolving and autonomous nature.
“The scarcest resource will not be the model. It will be context and trust,” he noted, stressing the importance of secure and reliable AI integration in enterprises.
Chandrasekaran also said that the global enterprise IT market, currently valued at around $1.6 trillion, could grow to $3 trillion over the next decade, driven by AI-led expansion. He added that TCS had already recorded annualised AI revenues of $2.4 billion in the final quarter of FY26, growing at a strong pace.
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