HCLTech’s artificial intelligence strategy, as demonstrated in its latest quarterly earnings commentary, underscores a growing divergence in how India’s top IT firms are approaching the AI transition, experts observed. While Tata Consultancy Services ( TCS ) is taking an infrastructure-first route, committing billions to build domestic AI capacity, HCLTech is opting for an “asset-light” model that leans on proprietary software, differentiated IP and client-side transformation.

“While TCS is making bold, capital-intensive moves to secure a leadership position in AI infrastructure, HCLTech’s approach reflects a more measured, service-led strategy,” analysts from ICICI Securities noted.

TCS’ AI ambitions are anchored in a five-pillar plan designed to make it the “world’s largest AI-led

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