AMD and Tata Consultancy Services (TCS) announced a strategic collaboration on January 14, 2026 that will help enterprises move artificial‑intelligence initiatives from pilot stages to production. The partnership will co‑develop industry‑specific AI and generative‑AI solutions, combining TCS’s domain expertise and systems‑integration capabilities with AMD’s high‑performance computing portfolio, which includes Ryzen CPUs, EPYC server processors, Instinct GPUs, AI accelerators and an embedded‑computing line for edge innovation.
The core objective is to bridge the gap that often stalls AI pilots. TCS will upskill and certify its associates on AMD’s hardware, ensuring a ready workforce to deploy hybrid‑cloud and edge workloads. The collaboration targets life‑sciences, manufacturing and banking‑financial‑insurance (BFSI) sectors, where tailored AI models can deliver immediate business value. By providing a complete end‑to‑end stack—from silicon to services—AMD and TCS aim to shorten time‑to‑value and reduce the operational friction that has historically limited enterprise AI adoption.
AMD’s positioning against NVIDIA is a key driver of the deal. NVIDIA dominates the data‑center GPU/AI‑accelerator market with over 90 % share, while AMD holds roughly 40 % of the server‑CPU market. AMD’s recent Instinct accelerator releases, EPYC‑based Helios rack‑scale platform and focus on open‑ecosystem AI solutions are designed to capture a larger share of the growing AI infrastructure market. The partnership gives AMD a direct channel to large enterprise customers, accelerating its penetration beyond the hyperscaler ecosystem.
TCS brings a strong AI services pipeline, with $1.5 billion in annualized AI revenue—about 5 % of its Q3 earnings—and a recent $700 million acquisition of Coastal to bolster its Salesforce and AI consulting capabilities. The alliance will leverage TCS’s global delivery network and industry knowledge to embed AMD’s silicon into mission‑critical workloads, creating a new revenue stream for both firms and reinforcing TCS’s position as a leading AI services provider.
"AMD is building the open, end‑to‑end compute foundation that enables AI across the enterprise," said Dr. Lisa Su, AMD CEO. "Through our work with TCS, we are helping customers translate AI innovation into new growth opportunities across industries." K. Krithivasan, TCS CEO, added, "Combining TCS’s deep industry expertise with AMD’s high‑performance computing capabilities, we are enabling organizations to move from AI experimentation to AI at scale and deployment."
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