AI deals signal structural shift in IT services model

The recent partnerships between Indian IT services and global AI players reflect how the former are looking to reinvent and reposition themselves to contend with rapidly evolving technology. This is a shift in the technical and delivery models that the industry has so far operated on, analysts said. The collaborations span compute infrastructure, foundation models and enterprise AI platforms.

On Monday, TCS announced a collaboration with AMD to co-develop rack-scale AI infrastructure based on the Helios platform, aimed at enabling large-scale enterprise and sovereign AI deployments in India.

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