TCS and AMD partner to bring Helios AI infrastructure to India

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On the reaction day the stock moved 0.2 pts less than Nifty 100 and 1.3 pts more than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

TCS subsidiary HyperVault AI Data Center and AMD are co-developing a rack-scale AI infrastructure based on AMD's Helios platform for India. Powered by AMD Instinct MI455X GPUs, next-gen EPYC Venice CPUs, and Pensando Vulcano NICs, the blueprint supports up to 200 MW capacity. The collaboration targets hyperscalers and AI companies, accelerating data center build-outs in India.

Likely market impact

Strengthens TCS position in India's AI infrastructure space, opening new revenue opportunities in the fast-growing data center and AI market.