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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.

SoftBank Posts Fourth Straight Profit on OpenAI Gains

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SoftBank Group reported its fourth consecutive quarterly profit, buoyed by gains from its investment in OpenAI, even as it increased borrowing to expand its exposure to artificial intelligence.

The company posted a net profit of 248.6 billion yen for the October–December quarter, compared with a net loss a year earlier. A significant portion of the improvement came from the rising valuation of its OpenAI stake, which SoftBank said generated a total investment gain of nearly $20 billion by the end of December.

Founder and CEO Masayoshi Son has committed more than $30 billion to OpenAI, building an ownership stake of around 11% through Vision Fund 2. OpenAI is reportedly seeking an additional $100 billion in funding at a higher valuation, with prospective investors including Amazon and Nvidia.

To finance its AI strategy, SoftBank has relied on asset sales, bond issuance and loans backed by holdings such as chip designer Arm. It has also reduced stakes in companies including T-Mobile and expanded margin loans tied to its Arm and domestic telecom shares. The company’s loan-to-value ratio rose to 20.6% at the end of December, while its cash reserves declined.

As SoftBank deepens its investment in OpenAI, investors increasingly view the conglomerate as a proxy for the AI firm’s performance. While AI enthusiasm has lifted valuations, rising competition and escalating model development costs continue to shape market expectations.

OpenAI, Samsung SDS and SK Telecom to Begin Korea Data Center Build

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OpenAI, Samsung SDS, and SK Telecom are preparing to begin construction of artificial intelligence data centers in South Korea as early as March, according to Science Minister Bae Kyung-hoon.

The South Korean government previously said the U.S. startup would form joint ventures with the two Korean firms to develop two facilities with an initial combined capacity of 20 megawatts. The planned infrastructure is intended to support AI model training and deployment, reinforcing South Korea’s role in the global AI supply chain.

SK Telecom confirmed it is in discussions with OpenAI regarding a data center project in the country’s southwest, though the exact timeline for construction remains under review. The collaboration reflects increasing partnerships between U.S. AI developers and Asian technology firms to expand computing capacity amid surging demand.

The initiative comes as major AI companies race to secure power, land, and advanced hardware to support rapidly scaling models. South Korea’s strong semiconductor ecosystem and digital infrastructure make it an attractive base for AI expansion, particularly as governments compete to host next-generation data facilities.