Overview
- TCS confirmed a partnership with OpenAI to develop AI data centres ranging from 100 megawatts to as much as 1 gigawatt.
- CEO K. Krithivasan said talks with multiple other hyperscalers are in advanced stages to add capacity in India.
- TCS estimates India will need about 10 gigawatts of AI data-centre capacity by 2030, versus roughly 5–6 gigawatts announced so far.
- The build-out for structure, racks, connectivity, power and cooling is pegged at $7–8 billion, with TCS and TPG contributing about $1 billion each and the balance financed with debt.
- The initiative positions TCS to offer the full AI stack from infrastructure through model training and agents, with continued large-scale hiring even as shares fall around 20% this year.