Tata Consultancy Services (TCS) reported $1.5 billion in annual AI revenues, signaling a shift from AI hype to a revenue-generating reality for the IT services sector. This move from generative AI to agentic AI, which can understand preferences and make context-specific decisions with minimal human intervention, is creating new opportunities. Experts suggest this trend indicates AI is becoming integral to business processes, driving significant client gains and compelling other IT firms to quantify their AI-led impact.