AMD and TCS Partner on AI Infrastructure in India
AMD has partnered with Tata Consultancy Services (TCS) to launch the Helios AI infrastructure platform in India, aimed at helping enterprises deploy AI solutions. The rack-scale platform will be used to build and fine-tune AI models for various use cases. The partnership with TCS is part of AMD's strategy to challenge Nvidia in the growing Indian AI market.
- The Helios platform is a rack-scale AI infrastructure co-developed by AMD and TCS's subsidiary, HyperVault AI Data Center Limited, to support India's national AI initiatives. It is designed to handle large-scale AI training and inference workloads, aiming to boost operational efficiency and speed up deployment for enterprise clients. - This collaboration will establish an AI-ready data center blueprint with a capacity of up to 200 MW. TCS's subsidiary, HyperVault, was created in 2025 with the goal of delivering gigawatt-scale, secure, and reliable AI-ready infrastructure. - The Helios architecture is built on AMD Instinct MI455X GPUs, next-generation AMD EPYC "Venice" CPUs, and AMD Pensando Vulcano networking components. It also utilizes the ROCm open software ecosystem, positioning it as an open alternative for large AI deployments. - India is a key battleground for AI infrastructure, ranking second globally in enterprise AI and machine learning transactions, behind only the United States. Indian enterprises recorded 82.3 billion AI/ML transactions between June and December 2025. - The primary sectors driving AI adoption in India are Technology & Communication, Manufacturing, Services, and Finance & Insurance. A recent report indicates that 47% of Indian enterprises have multiple generative AI use cases in production, with another 23% in the pilot stage. - While Nvidia holds a dominant market share in the AI GPU sector, estimated at around 85-90%, AMD is gaining traction and is considered a secondary player still building its market share. Some industry checks suggest that 20% to 25% of recent AI chip deployments are going to AMD. - TCS is making a significant push into AI-led services, with its AI-related business reaching an annualized revenue of approximately $1.5 billion. The company is also investing in upskilling its workforce and has established innovation centers with partners like Google Cloud to facilitate the development of AI-driven applications. - On paper, AMD's flagship AI GPU, the MI300X, offers competitive specifications to Nvidia's H100, including greater memory capacity (192 GB vs. 80 GB) and higher memory bandwidth (5.3 TB/s vs. 3.35 TB/s). However, real-world performance benchmarks for large language model inference show the MI300X achieving 37-66% of the H100/H200's performance.
