While announcing its latest quarterly results, India’s IT major Tata Consultancy Services last month said that its annualised AI revenues surpassed $2.3 billion for the quarter ended March 2026 (Q4FY26). Accelerated deployment of AI solutions supported the numbers during the quarter under review.
Aarthi Subramanian, Executive Director-President and Chief Operating Officer, TCS in a release said, “We experienced strong deal momentum across new services in Enterprise Transformation, Digital Engineering, and Cloud Modernisation. Our investment in HyperVault was a catalyst in forging strategic partnerships with OpenAI, AMD and ABB, further strengthening our positioning across Infrastructure-to-Intelligence.”
In the press release, Sam Altman, CEO, OpenAI said, “India is already leading the way in AI adoption, and with its talent, ambition, and strong government support, it is well placed to help shape its future. Through OpenAI for India and our partnership with Tata Group, we’re working together to build the infrastructure, skills, and local partnerships needed to build AI with India, for India, and in India, so that more people across the country can access and benefit from it.”
TCS also said that it entered a strategic collaboration with AMD, a leader in high-performance and AI computing, on the co-development of industry-specific AI and GenAI solutions by combining TCS’ deep domain expertise, systems integration capabilities and global innovation ecosystem with AMD’s high-performance computing and AI product portfolio. Together, the companies will help enterprises modernize hybrid cloud and edge environments, deploy AI-powered workplace solutions, and accelerate innovation
across cloud-to-edge workloads.
Expanding the collaboration, TCS HyperVault and AMD will co-develop a rack-scale AI infrastructure design based on the AMD “Helios” platform and 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 to support sovereign AI initiatives.
The IT major also announced a multi-dimensional strategic partnership with OpenAI, that spans multiple high-impact areas, including powering AI-led innovation across Tata Group companies, joint efforts to drive AI transformation across industries globally, setting up AI infrastructure and social impact. TCS’ HyperVault and OpenAI have agreed to a multi-year partnership to develop AI infrastructure in India, with 100MW capacity in the initial phase, and an option to scale to 1 GW. This infrastructure will power next-generation AI workloads and position India as a global AI hub.
