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Bharti Airtel partners with IBM to boost cloud services amid India’s AI boom

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Bharti Airtel, India’s second-largest telecom operator, has announced a new partnership with IBM to expand its cloud service offerings through the recently launched Airtel Cloud platform, the companies said on Wednesday.

The collaboration will allow Airtel Cloud customers to deploy IBM’s AI-ready servers and enterprise cloud tools, targeting regulated sectors such as banking, healthcare, and government. The move comes amid surging demand for computing capacity in India, driven by the country’s rapid adoption of artificial intelligence technologies and localized data storage requirements.

The announcement follows Google’s $15 billion investment to build an AI data center in Andhra Pradesh, a project in which Airtel is also a partner. The facility, to be established in Visakhapatnam, underscores India’s growing importance as a digital infrastructure hub.

Airtel’s digital arm, Xtelify, launched Airtel Cloud in August, positioning it as a key player in India’s expanding cloud ecosystem. As part of the new partnership, Airtel and IBM will establish two Multizone Regions (MZRs) in Mumbai and Chennai, which will distribute cloud infrastructure across multiple zones to ensure data security and uninterrupted operations in case of system failures.

“These Multizone Regions will help Indian businesses meet data residency rules while ensuring their critical workloads remain secure and continuously available,” said Gopal Vittal, vice chairman and managing director of Bharti Airtel.

The partnership is part of Airtel’s broader strategy to integrate global cloud expertise with its extensive network infrastructure to serve India’s fast-growing digital economy.

Japan’s Renesas weighs $2 billion sale of timing unit amid semiconductor reshuffle

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Renesas Electronics Corp., one of Japan’s largest semiconductor makers, is considering a sale of its timing division in a deal that could value the business at nearly $2 billion, according to people familiar with the matter.

The company has hired JPMorgan to advise on the potential divestment, which remains in its early stages. Sources said the process is expected to attract bids from major chipmakers, including Texas Instruments in the United States and Germany’s Infineon Technologies. None of the companies involved have commented publicly on the talks.

Renesas’ timing division produces specialized integrated circuits (ICs) that handle clock, timing, and synchronization functions — essential components for data centers, telecommunications systems, and 5G network infrastructure. These chips act as the “metronome” for electronic systems, ensuring precise coordination of data flow in high-speed environments.

The move comes as global demand for chips powering AI-driven data centers and networking infrastructure continues to soar. Selling the unit could allow Renesas to raise capital and sharpen its focus on core markets, particularly automotive and industrial semiconductors — areas where it is a major global supplier.

Renesas has expanded aggressively in recent years through acquisitions to build a broader portfolio of analog and power management chips. The possible divestment reflects a wider industry trend of portfolio consolidation, as chipmakers seek to streamline operations and concentrate on growth areas.

TCS tops quarterly revenue forecasts, eyes stronger growth in second half

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Tata Consultancy Services (TCS) exceeded second-quarter revenue estimates, lifted by growth in its banking, financial services, and insurance (BFSI) segment, and said it expects better performance in the latter half of the fiscal year. The results have bolstered optimism for India’s $283 billion IT industry, which has faced weak client spending amid global uncertainty.

Sales for the quarter ending September rose 2.4% to ₹657.99 billion ($7.4 billion), surpassing the ₹650.86 billion forecast. Profit edged up 1.4% to ₹120.75 billion, though it fell short of analyst projections due to ₹11.35 billion in severance costs linked to a planned 2% workforce reduction affecting 12,200 employees.

CEO K. Krithivasan said deferred projects had decreased and expressed confidence that AI solutions and deeper client engagement would drive growth momentum in the second half. The BFSI unit grew 1%, offsetting declines in the consumer, healthcare, and manufacturing sectors.

TCS also announced plans to establish a new AI-focused business with a 1 GW data center in India, expected within five to seven years. Analysts estimate the project could involve up to $5 billion in capital expenditure and make TCS one of India’s top five data center operators.

Order bookings hit $10 billion, up from $9.4 billion last quarter, showing signs of steady recovery in global demand despite new U.S. outsourcing tax and visa challenges.