TCS and Infosys post strong AI revenue growth in Q2 2027
Tata Consultancy Services reported AI‑related annualised revenue of $3.1 billion for the second quarter of 2027, a rise of more than 19 % from the prior quarter and representing 10.1 % of its total revenue. Infosys said its AI revenue grew 29 % quarter‑on‑quarter, also reaching double‑digit contribution for the first time. Both firms announced hiring programmes for forward‑deployed engineers – roughly 8,900 at TCS and about 6,000 at Infosys – to accelerate AI integration for clients.
Why it matters
The companies indicated that the AI revenue surge will expand overall earnings and reinforce their market positioning, which could improve future profit outlooks (). Investors may view the higher AI contribution as a catalyst for revenue growth and margin expansion.
Key facts
- 1TCS reported AI annualised revenue of $3.1 billion in Q2 2027, equal to 10.1 % of its total annualised revenue. indiatoday.in
- 2TCS’s AI revenue increased by over 19 % compared with the previous quarter. indiatoday.in
- 3Infosys’ AI revenue grew 29 % quarter‑on‑quarter in Q2 2027. indiatoday.in
- 4Infosys plans to hire roughly 6,000 forward‑deployed engineers over the next few years. indiatoday.in
- 5TCS aims to recruit about 8,900 forward‑deployed engineers. indiatoday.in
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.