Indian IT firms move beyond software as industry shifts towards physical AI infrastructure

India’s information technology services industry is moving beyond its traditional role as a software and outsourcing powerhouse, with leading firms increasingly stepping into the physical infrastructure needed to support artificial intelligence at scale.

Tata Consultancy Services (TCS) in its Q4 earnings call said its Hyperworld business had made “significant progress” in building AI infrastructure capacity. The company said this includes customer commitments, land parcel finalisation and partnership agreements, as it works towards a one-gigawatt capacity buildout.