Tata Consultancy Services (TCS) and OpenAI have announced a landmark partnership to develop massive AI infrastructure in India and deploy enterprise-grade Agentic AI solutions. The collaboration includes a multi-year agreement for TCS's HyperVault unit to build up to 1GW of AI-ready data centers, signaling a major shift in the Indian IT services landscape toward sovereign AI capabilities.
Indian IT majors including TCS and Infosys are experiencing significant downward pressure as American peers like Accenture and Cognizant face a selloff driven by AI-related uncertainty. The trend reflects growing investor concern over the immediate ROI of AI investments and the potential disruption of traditional IT outsourcing models.
Adani Group has announced a landmark $100 billion investment to develop a network of AI-ready data centers across India, entirely powered by renewable energy. This initiative aims to catalyze an additional $150 billion in ecosystem growth, positioning India as a global hub for AI infrastructure.