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TCS Wins OpenAI Data Centre Deal

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Tata Consultancy Services has secured OpenAI as the first client for its emerging data centre business, marking a significant step in India’s expanding AI infrastructure landscape.

The agreement includes an initial allocation of 100 megawatts of capacity under the global Stargate initiative, a long-term project aimed at building advanced facilities for AI training and deployment.

The deal supports TCS’s strategic plan to invest up to $7 billion in a large-scale data centre network within India.

At the same time, Tata Group plans to roll out ChatGPT Enterprise across its operations over the coming years, beginning with a substantial workforce deployment.

India continues to attract major investment in AI infrastructure, with both global and domestic firms expanding their presence in the sector.

Global Tech Giants Pledge Billions to India AI

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Major technology firms and industrial groups have announced large-scale investments in artificial intelligence infrastructure during the India AI Impact Summit in New Delhi.

Reliance Industries and its telecom arm Jio revealed plans to invest nearly $110 billion over the next seven years to build AI and data infrastructure. Meanwhile, the Adani Group committed $100 billion toward renewable energy-powered AI data centres by 2035, with expectations of stimulating an additional $150 billion across related sectors.

Microsoft reaffirmed its broader initiative to invest up to $50 billion by the end of the decade to expand AI capabilities across developing regions, with India playing a central role.

Data centre operator Yotta also pledged more than $2 billion to develop one of Asia’s largest AI computing hubs using advanced Nvidia technology.

Further collaboration includes Tata Consultancy Services securing OpenAI as its first client for a new data centre initiative, while Larsen & Toubro announced a partnership with Nvidia to build large-scale AI-ready infrastructure.

These commitments collectively signal a major acceleration in India’s ambition to establish itself as a global hub for artificial intelligence development.

India’s AI Expansion Backed by $2B Nvidia Deal

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India’s artificial intelligence ambitions received a major boost as Yotta Data Services announced plans to invest more than $2 billion in Nvidia’s latest AI chips. The move aims to support the development of a large-scale AI computing hub in New Delhi as the company prepares for a potential public offering.

According to CEO Sunil Gupta, Yotta is also seeking to raise up to $1.2 billion from investors ahead of its IPO. While details of the fundraising remain limited, the initiative signals growing momentum in India’s efforts to strengthen its AI ecosystem.

India continues to position itself as a strategic destination for global data center investments, supported by its vast developer base and expanding digital infrastructure. This environment has already attracted substantial commitments from major technology firms such as Microsoft and Alphabet, contributing to nearly $70 billion in investments across the country.

As part of the project, more than 20,000 Nvidia Blackwell Ultra chips are expected to be deployed by August. Half of these will be utilized by Nvidia itself over the next four years for its DGX AI cloud platform, widely used by leading Indian IT companies including Tata Consultancy Services and Infosys.

Yotta, backed by the Hiranandani Group, currently operates three data center campuses across India. The upcoming AI supercluster in New Delhi will be supported by additional capacity from its Mumbai facility.

Industry sources also indicate that Abu Dhabi’s sovereign wealth fund Mubadala may be considering an investment in Yotta prior to its IPO, though no official confirmation has been made.