Leadership at TCS is entering a more direct phase as Tata Sons Chairman, N Chandrasekaran steps in to guide Tata Consultancy Services through a fast changing AI driven market. He has asked the senior TCS leadership to sharply focus on AI adoption and take firm steps to protect and expand the company’s business as demand patterns evolve, according to a newspaper report.
The deeper involvement reflects the Tata Group’s broader strategy to keep TCS competitive as artificial intelligence reshapes global technology spending and challenges traditional outsourcing models. As a major contributor to group earnings, TCS is being positioned as the Tata Group’s central AI partner. At a recent internal event in Dubai, Chandrasekaran also highlighted the need for continuous workforce upskilling so employees are ready for new AI focused roles, especially as global players such as OpenAI and Anthropic accelerate innovation.
The renewed focus follows a sharp sell off in technology stocks earlier this month. On February 4, TCS shares fell 6.29% after Anthropic introduced a new enterprise AI automation layer capable of handling end to end business workflows. The impact was widespread across Indian IT firms, with LTIMindtree down 7.97%, Infosys lower by 7.89%, Coforge slipping 7.73%, HCLTech declining 5.76%, Mphasis down 7.07% and Tech Mahindra falling 6.68%.
The pressure extended globally, with Nvidia and Microsoft down nearly 3% each, Alphabet lower by 1.2%, Amazon slipping 1.8% and Salesforce and Adobe dropping around 7% each. The broader sell off pulled the Nasdaq down 1.43% to 23,255.19 points. On the following trading day, TCS shares were quoted at ₹2948 at 12:54 PM, after being about 0.5% higher in early trade.
Chandrasekaran has reportedly urged TCS leaders to do “what it takes” to defend and grow market share amid rapid AI led disruption. This includes evaluating acquisitions of AI focused startups and accelerating new capabilities to counter competition from AI native firms. The report added that CEO K Krithivasan and COO Aarti Subramanian are expected to work closely with Chandrasekaran on executing this transition, building on their past experience with him during his tenure as TCS CEO and MD.
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