TCS-AMD AI Collaboration Intensifies as Firms Take on Nvidia in India

A new phase of cooperation in artificial intelligence (AI) has begun between TCS and AMD, a US-based chipmaker. In an effort to compete with Nvidia, the two companies have joined up to set up rack-scale data centre infrastructure in India. On February 16th, the AI Impact Summit began in New Delhi, and with it came the news. The duo have increased their processing capacity for training and inference workloads.

The two companies have announced that they will work together to construct a rack-scale AI infrastructure in India utilising AMD's 'Helios' platform. This will aim to meet the demand for AI from enterprises and sovereign entities. With the new agreement in place, TCS's subsidiary HyperVault AI Data Center Limited will be responsible for implementing AMD's AI architecture across the nation.

Specifics of the Agreement Between TCS and AMD

Hyperscalers, AI startups, and large corporations in India will be able to use the proposed platform to support high-performance training and inference workloads, according to the companies. This deal calls for AMD's full-stack AI computing platform. On the other hand, TCS will be in charge of data centre infrastructure engineering, integration, and enterprise deployment.

The businesses have stated that the rack-scale design is intended to reduce deployment delays for enterprise AI systems and increase performance efficiency. As a result, AMD will now face stiffer competition from Nvidia in the artificial intelligence infrastructure market in India. Increasing computing capacity for big language models and sophisticated analytics is happening in India, thanks to initiatives backed by both private firms and the government.

The demand for new computing models is being driven by the shift from pilot projects to full-scale deployments, according to AMD Chair and Chief Executive Officer Lisa Su. According to K. Krithivasan, CEO and Managing Director of TCS, the collaboration would serve as a cornerstone for the implementation of Helios-based infrastructure in India.

India Providing Transformative Growth for AI and Microchip Players

Promising growth in the near future is the artificial intelligence chip industry in India. Semiconductor development has also been bolstered by government programmes. Last year, the Press Information Bureau released a press release estimating that India's whole semiconductor industry might reach $100-110 billion by 2030. Supporting domestic production, design, and talent development, the India Semiconductor Mission has an outlay of INR 76,000 crore.

In August of 2025, a budget of INR 4,600 crore was authorised for the construction of four further semiconductor plants. For this reason, twelve projects are now officially part of the mission. The sum of around INR 1.60 trillion will be used to fund the completion of these projects in six different states. The goal, according to officials, is to make India a leading player in the semiconductor and AI industries worldwide.