AMD partners with TCS to expand AI chip presence in India, challenging Nvidia dominance.

Advanced Micro Devices Inc. is partnering with Tata Consultancy Services Ltd. to deploy the US chipmaker's latest AI data center technology in India, challenging Nvidia Corp. in one of the world's fastest-growing markets. AMD will offer its Helios data center blueprint and will work with TCS to support up to 200 megawatts of AI infrastructure capacity in India, according to a statement released on Monday.

India has demonstrated a proven track record of scaling technology quickly despite late starts—missing the personal computer boom but becoming a software services powerhouse and leaping from limited landlines to nearly a billion smartphones in under two decades. In AI competitiveness, India ranks third globally, trailing the US and China, according to Stanford University's Institute for Human-Centered AI.

AMD's push in India underscores a wider strategy to supply end-to-end AI infrastructure to governments and companies racing to build local computing capacity. TCS announced late last year a plan to enter the data center space, targeting as much as 1.2 gigawatts of capacity. AMD is capturing AI market share from Nvidia, according to Arista Networks Inc., which reported that it is seeing about 20 per cent to 25 per cent of chip deployments going to AMD, compared with 99 per cent of AI chip deployments going to Nvidia in 2025.

Chief Executive Officer Lisa Su stated in Monday's announcement: "AI adoption is accelerating from pilots to large-scale deployments, and that shift requires a new blueprint for compute infrastructure. Together with TCS, we are enabling enterprises across India to deploy AI at scale today while building the compute foundation of tomorrow."