On Monday, Advanced Micro Devices Inc. (NASDAQ:AMD) said it is expanding work with Tata Consultancy Services to roll out its newest AI data center design in India, a move aimed at taking share from Nvidia Corp. (NASDAQ:NVDA) in a fast-scaling market.



The effort leans on Helios’ rack-scale architecture and ties into TCS’s HyperVault push to build AI-ready facilities for hyperscalers and enterprises.



Bloomberg reported the companies’ plan to use AMD’s Helios data center blueprint to support up to 200 megawatts of AI infrastructure capacity in India.



The announcement fits AMD’s broader push to sell more of the full stack needed to stand up AI compute, rather than only individual chips.



<h2>How AMD Plans To Challenge Nvidia’s Dominance</h2>



The India build-out centers on a rack-scale platform called Helios that AMD and TCS plan to co-develop for data centers, using AMD Instinct MI455X GPUs, next-generation AMD EPYC “Venice” CPUs, and AMD Pensando Vulcano networking.



The design also uses AMD’s ROCm software stack, positioning the system as an open alternative for large AI deployments.



AMD CEO Lisa Su said in Monday’s statement, “AI adoption is accelerating from pilots to large-scale deployments, and that shift requires a new blueprint for compute infrastructure,” adding that the partnership is meant to help organizations deploy AI at scale while building longer-term capacity.



Momentum for AMD’s accelerators has also been showing up in partner checks.



Bloomberg noted that Arista Networks Inc. (NYSE:ANET) has been seeing roughly 20% to 25% of AI chip deployments going to AMD, versus Nvidia holding about 99% of deployments in 2025.



<h2>Is India The Next AI Infrastructure Battleground?</h2>



India’s ability to scale technology quickly is part of why global chip and cloud players are leaning in, with the country ranking third in AI competitiveness behind the U.S. and China, based on Stanford University’s Institute for Human-Centered AI.



AMD and TCS are framing the Helios rollout as a way to help enterprises and public-sector efforts build local compute capacity.



TCS has been laying groundwork for this shift through HyperVault, which it established in 2025 with a goal of delivering gigawatt-scale, secure, reliable infrastructure aimed at hyperscalers, AI firms, and multinational customers.



Separately, Bloomberg reported TCS outlined plans late last year to enter the data center market and is targeting as much as 1.2 gigawatts of capacity.



The companies said they intend to work with hyperscalers and AI companies to speed up data center construction in India, using the Helios blueprint as a repeatable template.



<h2>200 Megawatts: A Game-Changer For AI Capacity</h2>



The headline number in Monday’s announcement was up to 200 MW of AI infrastructure capacity supported by the joint blueprint, a scale that would matter for training and inference clusters that need large power and cooling envelopes.



The same 200 MW figure also appears in the companies’ expanded collaboration details tied to HyperVault’s India build-out.



AMD Price Action: Advanced Micro Devices Inc shares were down 1.79% at $203.60 during premarket trading on Tuesday, according to Benzinga Pro.

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AMD is expanding its partnership with Tata Consultancy Services (TCS) to develop AI data centers in India, targeting Nvidia's market dominance. The collaboration focuses on the Helios rack-scale architecture, aiming to support up to 200 megawatts of AI infrastructure. AMD's strategy includes offering a full stack for AI compute, utilizing its Instinct MI455X GPUs and EPYC CPUs. This initiative aligns with TCS's HyperVault project to enhance local compute capacity, positioning India as a key player in AI infrastructure development. AMD shares fell 1.79% to $203.60 in premarket trading.

- Advanced Micro Devices Inc. (AMD) is collaborating with Tata Consultancy Services (TCS) to introduce its Helios AI data center architecture in India, aiming to compete with Nvidia.  
- This initiative focuses on constructing a 200 megawatt AI infrastructure capacity to support widespread AI deployments while leveraging AMD's advanced hardware and software solutions.  
- The partnership is part of AMD's strategy to enhance its market presence and facilitate local compute capacity, as India increasingly becomes a key player in AI technology.

AMD Targets Nvidia's Turf With Massive Tata Partnership