AMD takes on Nvidia in India with expanded Tata AI partnership

Artificial intelligence

Advanced Micro Devices Inc. is partnering with Tata Consultancy Services Ltd. (TCS) 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, the companies said in a statement on Monday. The announcement coincided with a technology summit in the South Asian country, where AMD’s Chief Executive Officer Lisa Su is scheduled to appear.

India has 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 late last year announced 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. The AMD partner said last week that it is seeing about 20% to 25% of chip deployments going to AMD, compared with 99% of AI chip deployments going to Nvidia in 2025.

“AI adoption is accelerating from pilots to large-scale deployments, and that shift requires a new blueprint for compute infrastructure,” Su said in Monday’s statement. “Together with TCS, we are enabling enterprises across India to deploy AI at scale today while building the compute foundation of tomorrow.”