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AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India

AMD (NASDAQ: AMD) and Tata Consultancy Services expanded their strategic collaboration on Feb 16, 2026 to bring a rack-scale AI architecture called Helios to India.

(Moderate)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

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AI

Rhea-AI Summary

AMD (NASDAQ: AMD) and Tata Consultancy Services expanded their strategic collaboration on Feb 16, 2026 to bring a rack-scale AI architecture called Helios to India.

The partners will offer an AI-ready data center blueprint up to 200 MW, powered by AMD Instinct MI455X GPUs, EPYC "Venice" CPUs, Pensando Vulcano NICs and the ROCm software stack to support sovereign AI factories and accelerate enterprise AI deployments.

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Positive

  • 200 MW AI-ready data center blueprint for India
  • Helios uses AMD Instinct MI455X GPUs and EPYC "Venice" CPUs
  • Collaboration with TCS’ HyperVault to accelerate local data center build-outs
  • Open ROCm software ecosystem enabling long-term flexibility

Negative

  • None.
Argus Session date unavailable
-2.05% session move Open Argus
Details

News Market Reaction – AMD

The recorded move for AMD in the trading session of this news was -2.05%.

Data tracked by StockTitan Argus. Session date unavailable.

Market Context

This announcement extends AMD’s Helios rack-scale AI architecture into India via a strategic collabo...
Analysis

This announcement extends AMD’s Helios rack-scale AI architecture into India via a strategic collaboration with TCS and its HyperVault subsidiary, including an AI-ready data center blueprint supporting up to 200 MW. It reinforces AMD’s focus on sovereign AI infrastructure and complements earlier Helios and Instinct GPU initiatives. In assessing the news, investors may watch how quickly capacity is built, customer adoption of the platform, and how this fits alongside recent regulatory filings and insider activity.

Key Figures

Helios deployment capacity: 200 MW Data center blueprint capacity: up to 200 MW HyperVault founding year: 2025
Helios deployment capacity
200 MW
New AMD Helios rack-scale AI architecture deployment in India
Data center blueprint capacity
up to 200 MW
AI-ready data center blueprint offered jointly by AMD and TCS
HyperVault founding year
2025
Year TCS established HyperVault AI Data Center Limited

Previous AI Reports

5 past events · Latest: Jan 05
Same Type 5 events
  1. Jan 05

    AI strategy showcase

    24h Move
    -3.0%

    CES 2026 Helios rack-scale blueprint and MI400 series AI product reveals.

  2. Jan 05

    Edge AI launch

    24h Move
    -3.0%

    Ryzen AI Embedded P100/X100 processors for automotive, industrial and edge AI.

  3. Jan 05

    Client AI platforms

    24h Move
    -3.0%

    New Ryzen AI processors, gaming CPU and ROCm 7.2 software enhancements for AI.

  4. Dec 02

    AI cloud expansion

    24h Move
    -2.1%

    Vultr collaboration adding 50 MW AI supercluster with Instinct GPUs and EPYC CPUs.

  5. Dec 02

    Helios partnership

    24h Move
    -2.1%

    HPE partnership to deliver Helios rack-scale AI with Instinct GPUs and EPYC CPUs.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

rack-scale AI infrastructure, sovereign AI factories, hyperscalers
3 terms
rack-scale AI infrastructure technical
"will codevelop a rack-scale AI infrastructure design based on the AMD “Helios” platform"
Rack-scale AI infrastructure is a ready-to-install collection of servers, networking gear and storage organized in a single equipment rack designed specifically to run large artificial-intelligence workloads. Think of it like a prebuilt kitchen for AI: everything is laid out to cook complex models faster and more efficiently, which matters to investors because it can lower deployment costs, speed time to market, and improve a company’s ability to scale and compete in AI-driven markets.
sovereign AI factories technical
"deliver a rack-scale AI platform supporting sovereign AI factories."
Large, state-backed centers that design, train and operate advanced artificial intelligence systems under a country’s control, like a national factory that builds and maintains automated tools instead of cars. They matter to investors because they concentrate technological capability, government funding and regulatory protection in specific entities or regions, shaping where AI products are built, who can sell them, and which companies or suppliers stand to gain or face restrictions.
hyperscalers technical
"will work with hyperscalers and AI companies to accelerate data center build-outs in India."
Hyperscalers are large technology companies that operate massive computing networks and data centers to provide cloud services, data storage, and online infrastructure at an enormous scale. They are essential to the digital economy because they enable businesses and organizations to handle vast amounts of data and run complex applications efficiently. For investors, hyperscalers represent powerful engines of growth and innovation in the technology sector.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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News Highlights:

  • Enterprises across India will gain access to a new 200MW deployment of the AMD “Helios” rack-scale AI architecture, supporting India’s AI initiatives and sovereign AI factories.  
  • AMD and TCS will help enterprise customers accelerate AI at scale with an AI training and inference platform designed to improve operational efficiency, time-to-deployment, and real-world enterprise impact across industries.

SANTA CLARA, Calif. and MUMBAI, India, Feb. 16, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD), a leader in high-performance and AI computing, and Tata Consultancy Services (TCS) (BSE: 532540, NSE: TCS), a global leader in IT services, consulting, and business solutions, have expanded their strategic collaboration. TCS, through its subsidiary HyperVault AI Data Center Limited (HyperVault), and AMD will codevelop a rack-scale AI infrastructure design based on the AMD “Helios” platform in support of India’s national AI initiatives.

Powered by AMD Instinct™ MI455X GPUs, next-generation AMD EPYC™ “Venice” CPUs, AMD Pensando™ Vulcano NICs and the open ROCm™ software ecosystem, “Helios” is purpose-built to deliver a rack-scale AI platform supporting sovereign AI factories. “Helios,” combined with TCS’ enterprise expertise and scale, will accelerate deployment and enhance operational efficiencies for enterprises. As part of this strategic collaboration, both companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity and will work with hyperscalers and AI companies to accelerate data center build-outs in India.

Dr. Lisa Su, Chair and CEO, AMD, said, "AI adoption is accelerating from pilots to large-scale deployments, and that shift requires a new blueprint for compute infrastructure. With 'Helios,' we are delivering an open, rack-scale AI platform designed for performance, efficiency, and long-term flexibility. Together with TCS, we are enabling enterprises across India to deploy AI at scale today while building the compute foundation of tomorrow.”

K. Krithivasan, MD and CEO, TCS, said, “This collaboration lays the foundation for AMD’s first ‘Helios’ powered AI infrastructure in India. 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. We are thrilled to deepen our longstanding partnership with AMD as we expand our participation in the AI ecosystem – Infrastructure to Intelligence.”

TCS established HyperVault in 2025 with the vision of delivering GW-scale, secure, and reliable AI-ready infrastructure for hyperscalers, AI companies, and global enterprises. This announcement builds on the recent strategic collaboration between TCS and AMD to help enterprises scale AI adoption and modernize hybrid environments.

About AMD

AMD (NASDAQ: AMD) drives innovation in high-performance and AI computing to solve the world’s most important challenges. Today, AMD technology powers billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs and gaming. With a broad portfolio of AI-optimized CPUs, GPUs, networking and software, AMD delivers full-stack AI solutions that provide the performance and scalability needed for a new era of intelligent computing. Learn more at www.amd.com.

Tata Consultancy Services Ltd (TCS)

Tata Consultancy Services (TCS) (BSE: 532540, NSE: TCS) is a digital transformation and technology partner of choice for industry-leading organizations worldwide. Since its inception in 1968, TCS has upheld the highest standards of innovation, engineering excellence and customer service.

Rooted in the heritage of the Tata Group, TCS is focused on creating long term value for its clients, its investors, its employees, and the community at large. With a highly skilled workforce of over 580,000 spread across 55 countries and 202 service delivery centers across the world, the company has been recognized as a top employer in six continents. With the ability to rapidly apply and scale new technologies, the company has built long term partnerships with its clients – helping them emerge as perpetually adaptive enterprises. Many of these relationships have endured into decades and navigated every technology cycle, from mainframes in the 1970s to Artificial Intelligence today.

TCS sponsors 14 of the world’s most prestigious marathons and endurance events, including the TCS New York City Marathon, TCS London Marathon and TCS Sydney Marathon with a focus on promoting health, sustainability, and community empowerment.

TCS generated consolidated revenues of over US $30 billion in the fiscal year ended March 31, 2025. For more information, visit www.tcs.com

Follow TCS on LinkedIn| Instagram | YouTube| X



Contact: 
Aaron Grabein
AMD Communications
+1 512-602-8950
aaron.grabein@amd.com

Liz Stine
AMD Investor Relations
+1 720-652-3965
liz.stine@amd.com

TCS Media Contacts:

Corporate Communication & India

Email: corporate.communications@tcs.com
Email: santosh.castelino@tcs.com| Phone: +91 22 6778 9999

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is AMD and TCS announcing for India on Feb 16, 2026 (AMD)?

They announced deployment of the AMD "Helios" rack-scale AI architecture in India to support enterprise AI at scale. According to AMD, the collaboration includes a 200 MW AI-ready data center blueprint and local engineering via TCS and HyperVault.

How much capacity will the AMD "Helios" blueprint support in India (AMD)?

The blueprint supports up to 200 MW of data center capacity for AI workloads. According to AMD, that capacity is intended to help hyperscalers, AI firms, and enterprises accelerate data center build-outs in India.

Which AMD technologies power the Helios rack-scale platform (AMD)?

Helios is powered by AMD Instinct MI455X GPUs and next-gen EPYC "Venice" CPUs plus Pensando Vulcano NICs. According to AMD, the design also leverages the open ROCm software ecosystem for AI training and inference.

What role will TCS and HyperVault play in the AMD Helios rollout in India (AMD)?

TCS, via HyperVault, will co-develop and deploy Helios infrastructure and accelerate data center build-outs. According to TCS, their strengths include AI, connectivity, sustainable power, and advanced data center engineering.

How will Helios affect enterprise AI deployments in India (AMD)?

Helios aims to accelerate enterprise AI deployment by improving operational efficiency and time-to-deployment for training and inference. According to AMD, the rack-scale blueprint is designed for performance, efficiency, and long-term flexibility for enterprises.

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