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TCS Details Next Phase of AI Shift With India High-Density Data Centers and $2.3 Billion in AI Sales

The plan signals customers moving from pilots to large, production AI rollouts.

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Overview

  • TCS, in shareholder letters released Saturday, set a goal to lead AI-led tech services as 130 of its top 139 clients chose it for AI work.
  • The company launched HyperVault with TPG to build AI compute, starting with an initial plan for 1 gigawatt of capacity in India.
  • TCS plans what it calls India’s first AI-focused data center with rack power above 160 kilowatts for large generative and agent AI workloads.
  • Leaders reported $2.3 billion in annualised AI services revenue and $11.5 billion from newer lines like cloud, data, and cybersecurity.
  • Financials and deal flow strengthened, with March-quarter profit up 12.22% to Rs 13,718 crore and $12 billion in new deals led by North America and banking.