AMD deepens India push with TCS in bid to rival Nvidia

Advanced Micro Devices (AMD) and Tata Consultancy Services (TCS) have broadened their strategic partnership to introduce AMD’s “Helios” rack-scale AI architecture in India, stepping up competition with Nvidia (NVDA) in one of the world’s fastest-growing technology markets.

As part of this strategic collaboration, both companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity and will work with hyperscalers and AI companies to accelerate data center build-outs in India.

TCS, through its subsidiary HyperVault AI Data Center (HyperVault), and AMD will co-develop a rack-scale AI infrastructure design based on the “Helios” platform in support of the country’s national AI initiatives.

Lisa Su, chair and CEO, AMD, said, “AI adoption is accelerating from pilots to large-scale deployments, and that shift requires a new blueprint for compute infrastructure. With ‘Helios,’ we are delivering an open, rack-scale AI platform designed for performance, efficiency, and long-term flexibility. Together with TCS, we are enabling enterprises across India to deploy AI at scale today while building the compute foundation of tomorrow.”

The announcement coincided with the India AI Impact Summit, where Su is scheduled to appear.

Advanced Micro Devices (AMD) is expanding in India as part of a broader strategy to provide end-to-end AI infrastructure to governments and enterprises building out domestic computing capacity.

The U.S. chipmaker is also gaining ground on Nvidia (NVDA) in the AI chip market, according to Arista Networks. The AMD partner said last week that roughly 20% to 25% of recent chip deployments are going to AMD, compared with about 99% of AI chip deployments going to Nvidia in 2025.

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