AMD Partners with TCS to Expand AI Data Centers in India
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
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Should l Buy AMD?
Source: Benzinga
- Strategic Partnership: AMD is collaborating with Tata Consultancy Services (TCS) to roll out its latest AI data center design in India, aiming to capture market share from Nvidia, which underscores AMD's strategic commitment in the rapidly expanding AI sector.
- Infrastructure Capacity: The joint blueprint will support up to 200 megawatts of AI infrastructure capacity in India, a scale that is crucial for training and inference clusters, thereby meeting the demands of large-scale AI deployments.
- Technological Framework: The new design leverages Helios rack-scale architecture, incorporating AMD Instinct MI455X GPUs, next-generation EPYC “Venice” CPUs, and Pensando Vulcano networking, showcasing AMD's technological prowess and competitive edge in AI computing infrastructure.
- Market Outlook: With India ranking third globally in AI competitiveness, the partnership between AMD and TCS not only enhances local compute capacity but also accelerates data center construction, promoting widespread AI technology adoption, aligning with the strategic interests of global chip and cloud players.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 207.320
Low
210.00
Averages
289.13
High
377.00
Current: 207.320
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Partnership: AMD is collaborating with Tata Consultancy Services (TCS) to roll out its latest AI data center design in India, aiming to capture market share from Nvidia, which underscores AMD's strategic commitment in the rapidly expanding AI sector.
- Infrastructure Capacity: The joint blueprint will support up to 200 megawatts of AI infrastructure capacity in India, a scale that is crucial for training and inference clusters, thereby meeting the demands of large-scale AI deployments.
- Technological Framework: The new design leverages Helios rack-scale architecture, incorporating AMD Instinct MI455X GPUs, next-generation EPYC “Venice” CPUs, and Pensando Vulcano networking, showcasing AMD's technological prowess and competitive edge in AI computing infrastructure.
- Market Outlook: With India ranking third globally in AI competitiveness, the partnership between AMD and TCS not only enhances local compute capacity but also accelerates data center construction, promoting widespread AI technology adoption, aligning with the strategic interests of global chip and cloud players.
See More
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- Strategic Partnership Expansion: AMD and TCS have broadened their collaboration to introduce the 'Helios' rack-scale AI architecture, aiming to enhance competitiveness against Nvidia in India's rapidly growing tech market, which is expected to drive widespread AI adoption.
- Data Center Blueprint: The companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity, planning to collaborate with hyperscalers and AI firms to accelerate data center build-outs in India, addressing the increasing demand for computing resources.
- Infrastructure Co-Development: TCS, through its subsidiary HyperVault, will co-develop an AI infrastructure design based on the 'Helios' platform to support India's national AI initiatives, aiming to provide scalable AI deployment solutions for enterprises.
- Market Share Growth: According to Arista Networks, AMD's share in the AI chip market is rising, with approximately 20% to 25% of recent chip deployments opting for AMD, while Nvidia is projected to dominate with 99% of the market by 2025, indicating AMD's competitive potential.
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