TCS CEO calls Street “wrong” on AI threat; posts $40-bn order book and $2.3 billion in AI revenue for FY26

TCS CEO K Krithivasan dismisses fears of IT giants faltering in an AI-first era, asserting the company is actively leading the AI transition. He argues system integrators remain crucial for integrating new tech, driving transformative projects, and redesigning business processes. Enterprise AI spending is now focused on operational efficiency, modernization, and AI transformation itself, with a bullish outlook for FY27.