2026년 2월 18일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Advanced Micro Devices (NASDAQ:AMD) is leaning harder into India's AI buildout, widening its partnership with Tata Consultancy Services in what looks like a clear attempt to chip away at Nvidia's (NASDAQ:NVDA) dominance.
The two companies plan to bring AMD's Helios rack-scale AI architecture to India, offering a data center blueprint capable of scaling up to 200 MW. Through TCS's subsidiary HyperVault, they will co develop infrastructure designed to help hyperscalers and enterprises roll out AI at scale. CEO Lisa Su framed it as a shift from AI experiments to serious deployment, saying large scale adoption now requires a new compute foundation built for performance and flexibility.
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India is emerging as a key battleground. The country is investing heavily in domestic AI capacity, and AMD wants to position itself as a full stack alternative. Arista Networks recently noted that 20% to 25% of recent AI chip deployments are now going to AMD, a sharp contrast to 2025 when Nvidia controlled about 99% of the market.
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