TCS, Infosys, HCLTech See Big-Ticket AI Deals Scale Up As Pilots Turn Into Large Contracts

Indian IT companies are witnessing a clear shift in client behaviour as artificial intelligence projects move beyond pilot stages into large, revenue-generating contracts. After nearly two years of experimentation, enterprises are now deploying AI at scale, driven by the need for measurable returns. This transition is supporting stronger deal momentum for leading IT firms such as TCS, Infosys and HCLTech.

Rising AI Contribution To Revenues

TCS has seen steady growth in AI services, with AI now forming a meaningful part of its overall revenue mix. The company is benefiting from higher client confidence in AI-led solutions across cloud, data and enterprise platforms. Infosys is also seeing strong traction, with AI programmes now running across a majority of its top clients. The scale of ongoing AI projects highlights how AI has moved from an optional add-on to a core service offering.

HCLTech Leads In Large AI Deal Wins

HCLTech has emerged as a key beneficiary of this shift, reporting strong AI-led deal wins in recent quarters. The company has secured several large, long-term contracts where it acts as a strategic AI transformation partner. These engagements focus on advanced areas such as agent-based AI, robotics, data platforms and modernisation of legacy systems, rather than simple automation.

Deals Become Bigger And More Strategic

The growing focus on AI is reshaping how IT contracts are structured. Instead of short-term digital transformation projects, clients are signing longer-duration agreements centred on operating model changes and efficiency improvements. Industry data shows that a large share of recent deal wins at TCS and HCLTech is now linked directly to AI initiatives, reflecting deeper and more comprehensive transformation mandates.

Wider Industry Adoption Gains Pace

Other IT players are also seeing rising AI-led activity. Companies such as Infosys, Wipro and Tech Mahindra have reported increased demand for AI-driven solutions across sectors including retail, telecom, education and financial services. Clients are using AI to optimise costs, consolidate vendors and improve productivity, further strengthening deal pipelines.

Preparing For Sustained AI Demand

To support this growth, IT firms are investing heavily in employee reskilling, internal AI adoption and platform development. These efforts are aimed at ensuring scalability and delivery consistency as AI-led projects become larger and more complex.

Read more: Davos 2026: Adani Group Unveils US$66 Billion Investment Plan for Maharashtra.

Conclusion

The shift from AI pilots to large contracts marks an important turning point for Indian IT companies. With TCS, Infosys and HCLTech securing big-ticket AI deals, artificial intelligence is set to become a key growth driver in the coming years, supporting longer-term revenue visibility and stronger client relationships.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.