AI Now Brings in Over 10% of Revenue at TCS and Infosys as Enterprise AI Moves Beyond Pilots

For the first time, AI accounts for more than a tenth of revenue at both TCS and Infosys. TCS’s annualised AI revenue has crossed $3.1 billion, while Infosys’s AI revenue grew 29% quarter-on-quarter to 10.5% of its Q2 FY27 revenue, even as overall growth stays muted.