AMD and TCS Partner on Helios Platform to Build 200MW AI Infrastructure in India

AMD and TCS Expand Strategic Partnership for AI Infrastructure

Advanced Micro Devices has deepened its collaboration with Tata Consultancy Services to co-develop a state-of-the-art rack-scale AI platform based on the Helios platform, marking a significant push into India's rapidly expanding artificial intelligence market 1

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. The partnership, announced at the AI Impact Summit in New Delhi, brings together AMD's advanced data center processors with TCS' integration and services expertise to deliver powerful compute infrastructure tailored for complex workloads 4

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The collaboration enables customers to build scalable and optimized HPC infrastructure that can support next-generation workloads, with TCS providing system integration, deployment, and management services through its subsidiary HyperVault AI Data Center Limited 1

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. This strategic move positions AMD to compete with Nvidia in one of the world's fastest-growing AI markets, as enterprises and government-backed initiatives scale compute capacity to support large language models, AI training and inference workloads 4

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Helios Platform Delivers High-Density AI Computing

The Helios platform represents AMD's shift toward delivering fully integrated AI building blocks rather than individual components. Powered by AMD Instinct MI455X GPUs, next-generation EPYC 'Venice' CPUs, AMD Pensando Vulcano NICs, and the open ROCm software ecosystem, the system is purpose-built to support sovereign AI factories and advanced data center environments 1

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. Thomas Zacharia, senior vice president for strategic technology partnerships at AMD, described Helios as a 72-GPU integrated system delivering 2.9 exaflops of compute performance within a single rack, consuming about 220 kilowatts of power 2

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"AI adoption is accelerating from pilots to large-scale deployments, and that shift requires a new blueprint for compute infrastructure," said Dr. Lisa Su, Chair and CEO of AMD. "With 'Helios,' we are delivering an open, rack-scale AI platform designed for performance, efficiency, and long-term flexibility" 1

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. The architecture is designed to deliver high compute density and advanced networking performance for large AI and machine learning workloads, offering a flexible framework that can be tailored to meet specific customer needs, including hybrid cloud support and optimized software stacks 1

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AI-Ready Data Center Blueprint Targets 200 Megawatts Capacity

As part of the collaboration, AMD and TCS will introduce an AI-ready data center blueprint capable of supporting up to 200 megawatts of capacity 1

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. This scale would matter significantly for training and inference clusters that require large power and cooling envelopes 3

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. The blueprint is intended to provide a scalable framework for hyperscalers, enterprises, and AI companies looking to build or expand next-generation data centers in India 1

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TCS established HyperVault AI Data Center in 2025 to deliver gigawatt-scale, secure, and reliable infrastructure aimed at hyperscalers, AI firms, and multinational customers 3

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. The company has outlined plans to enter the data center market targeting as much as 1.2 gigawatts of capacity 3

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. K Krithivasan, MD and CEO of TCS, stated: "By combining our strengths in AI, connectivity, sustainable power, and advanced data center engineering, we are poised to deliver state-of-the-art infrastructure solutions for AI companies and global enterprises" 4

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India Emerges as Critical AI Infrastructure Battleground

India's ability to scale technology quickly has attracted global chip and cloud players, with the country ranking third in AI competitiveness behind the U.S. and China, according to Stanford University's Institute for Human-Centered AI 3

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. AMD is positioning India at the heart of its global artificial intelligence strategy, with Zacharia emphasizing that the country's scale, digital public infrastructure, and talent base make it a natural partner 2

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In July 2023, AMD announced a multi-year plan to invest $400 million in India, focused on building its largest R&D center in Bengaluru and expanding its workforce to 10,000 employees by 2028 2

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. The company has reached the 10,000-mark this quarter, with Zacharia noting that "AMD India is a critical part of AMD" and that every product the company brings to market carries contributions from its India teams 2

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. AMD is also partnering with India's Centre for Development of Advanced Computing (C-DAC) on supercomputing systems, with C-DAC opening a pre-silicon validation facility in Bengaluru on February 6 2

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Open Ecosystem Approach Challenges Nvidia's Market Position

The high-performance AI infrastructure deployment represents AMD's broader push to sell more of the full stack needed to stand up AI compute, rather than only individual chips 3

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. The design uses AMD's ROCm software stack, positioning the system as an open alternative for large AI deployments and differentiating it from proprietary solutions 3

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. Zacharia emphasized that "this is not just about GPUs," but rather "about the entire stack, hardware and software integrated at the rack level" 2

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Globally, AMD is deepening its engagement with OpenAI, announcing in October a multi-year, multi-generation agreement to deploy 6 gigawatts of AMD GPUs starting the second half of this year 2

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. Zacharia noted that AI usage has jumped from roughly a million users to over a billion in just two years, with expectations to reach 5 billion in the next few years, which will sustain infrastructure demand 2

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. While AMD currently operates in the exaflop regime, hyperscalers are already operating AI workloads at zettascale levels, suggesting significant growth potential ahead 2

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