萨卡尔普·法尔蒂亚尔报道，塔塔咨询服务有限公司（TCS）公布的季度利润超出分析师预期，得益于削减成本措施以及合同流入的逐步改善，推动了亚洲最大IT服务提供商的增长。
Consultancy Services Ltd. reported quarterly profit that topped analysts’ estimates, helped by cost-cutting measures and a gradually improving contract flow that helped drive growth at Asia’s largest IT services provider.
公司在截至9月的三个月中净利润增长15%，达到1388.4亿卢比（约合14亿美元），公司在周四的声明中表示。分析师平均预期为1378.6亿卢比。受印度卢比兑美元和欧元贬值的影响，销售额增长11%，达到7318.8亿卢比。
Net income rose 15% to 138.84 billion rupees ($1.4 billion) in the three months through September, the company said in a statement Thursday. Analysts expected 137.86 billion rupees on average. Sales climbed 11% to 731.88 billion rupees, helped by a decline in the Indian rupee versus the dollar and the euro.
TCS在美国和欧洲的主要客户对大型IT项目仍持谨慎态度，地缘政治紧张局势和通胀高企对经济增长构成压力。同时，人工智能正威胁着TCS及其印度同行如Infosys Ltd.的传统外包商业模式。
TCS’ major customers in the US and Europe and remain cautious with large IT projects, with geopolitical tensions and elevated inflation weighing on economic growth. At the same time, artificial intelligence threatens to disrupt the traditional outsourcing business model of TCS and Indian peers such as Infosys Ltd.
随着OpenAI和Anthropic PBC的AI工具开始重塑客户采购软件服务的方式，TCS传统的成功模式——雇佣大量毕业生为苹果公司、波音公司和美国银行等客户编写代码——正受到冲击。虽然公司已尝试将AI用于自身业务，但投资者仍持怀疑态度——该股在过去两年中已跌去一半价值。
As AI tools from OpenAI and Anthropic PBC begin to reshape how clients procure software services, TCS’ traditional recipe for success — hiring armies of graduates to write code for clients such as Apple Inc., Boeing Co. and Bank of America Corp. — is under pressure. While the company has sought to harness AI for its own purposes, investors remain skeptical — the stock has lost half its value over the past two years.
TCS还启动了大规模的削减成本行动。TCS母公司塔塔集团董事长纳塔拉詹·钱德拉塞卡兰在六月预测，未来AI代理将占公司员工的一半。但他也迅速补充说，AI将带来新的机遇。
TCS has also embarked on a massive cost-cutting drive. Natarajan Chandrasekaran, chairman of TCS parent Tata Group, predicted in June that AI agents would make up half the company’s workforce in the future. But he was also quick to add that AI will open up fresh opportunities.
总部位于孟买的塔塔咨询服务公司（TCS）也迅速扩大了其人工智能业务，称截至6月的季度中，人工智能年化收入已达到26亿美元。该公司还与OpenAI合作建设人工智能数据中心，并正与其他科技巨头进行类似的商讨。预计印度在未来四年内将需要约10吉瓦的人工智能数据中心容量，其中大部分尚未建成。其首席执行官K·克里蒂瓦桑（K. Krithivasan）表示，TCS正试图抓住这一机遇。
Mumbai-based TCS has also rapidly expanded its artificial intelligence operations, saying annualized AI revenue reached $2.6 billion in the June quarter. It’s also partnered with OpenAI to build AI data centers and is in similar discussions with other tech giants. India is expected to need about 10 gigawatts of AI data center capacity over the next four years, and much of that is yet to be built. TCS is seeking to capitalize on the opportunity, its Chief Executive Officer K. Krithivasan has said.
以TCS为首的印度价值2800亿美元的软件服务业起初是通过为大型跨国公司提供廉价的后台解决方案起步的，但现在它们为包括花旗集团和百事公司在内的跨国企业提供全方位的云服务、自动化和人工智能服务。这使得印度的IT巨头成为从埃森哲到国际商业机器公司（IBM）等全球技术服务提供商的直接竞争对手。
India’s $280 billion software services sector, led by TCS, began by offering cheap back office solutions to large international corporations, but they now provide a range of cloud, automation and AI services to multinationals including Citigroup Inc. and PepsiCo Inc. That’s made the Indian IT giants direct rivals to global technology services providers from Accenture Plc to International Business Machines Corp.