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TCS
India's largest IT services company, and what AI means for it.
- 6 stories
- latest 27 October 2026
- Tuesday, 27 October 2026
Indian IT firms pitch tools to police rogue AI agents
Why it matters: Agents threaten the headcount model Indian IT was built on. Selling the guardrails turns that threat into a fee, and plays to the process and industry know-how these firms already have.
- Sunday, 25 October 2026
TCS and Infosys: AI tops 10% of revenue, yet pricing bites
Why it matters: There is no standard way to count AI revenue, so firms are hard to compare. The test is how much of the productivity gain they keep as clients negotiate.
- Sunday, 18 October 2026
AI threatens the arbitrage that built India's IT industry
Why it matters: IT employs few but matters hugely: it pays for India's goods deficit and supports a wide web of spending. Roubini's 9% assumes services keep pulling; this essay asks what happens if they stop.
- Sunday, 11 October 2026
TCS hires ahead of demand with a bigger bench and more subcontractors
Why it matters: Hiring before contracts land is a bet that AI work is coming. Subcontractors keep it flexible, but a larger bench costs money until it is billed. For job-seekers, the demand is for AI and domain skills.
- Friday, 9 October 2026
20,000-plus people shift as IT firms buy GCCs and captive tech carve-outs
Why it matters: In a low-growth market, IT firms are buying growth with long contracts attached, and thousands of staff are changing employers.
- Friday, 2 October 2026
Dodging ‘SaaSocalypse’: AI’s enterprise moment may belong to IT services
Why it matters: Indian IT’s bet: AI still needs integrators to reach messy, regulated real businesses.
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