From TCS, Infosys to Qualcomm, NVIDIA: Who announced what amid India AI Impact Summit?

A series of artificial intelligence partnerships and investment commitments have been announced this week amid the ongoing India AI Impact Summit, which has brought together policymakers, industry leaders and technology innovators.

India is the architect of one of the world's largest digital public infrastructures, which has drawn global recognition, and is home to a fast-growing startup ecosystem.

At a time when nations are racing to define their AI agenda, the Summit is expected to showcase India’s deep talent pool, help expand digital public infrastructure and push startup ecosystem growth.

India expects that the event will build consensus on key issues around Artificial Intelligence (AI), particularly spotlighting the inclusion agenda and democratisation of AI resources.

From chipmakers and cloud majors to IT services firms and engineering conglomerates, companies this week outlined plans of sovereign AI data centres, venture funding, sector-specific AI agents and skills development, among others.

TCS said it will bring AMD’s rack-scale “Helios” AI architecture to India through its subsidiary HyperVault. The collaboration will offer an AI-ready data centre blueprint supporting up to 200 megawatts (MW) of capacity and work with hyperscalers and AI firms to accelerate data centre build-outs in India.

“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,” AMD Chair and CEO Lisa Su said.

TCS had established HyperVault in 2025 with the vision of delivering gigawatt-scale, secure and reliable AI-ready infrastructure for hyperscalers, AI companies and global enterprises.

Infosys announced a strategic collaboration with Anthropic to help enterprises deploy advanced AI tools across regulated sectors, starting with a telecom-focused Centre of Excellence.

The collaboration brings together Anthropic’s Claude family of models, including Claude Code, with Infosys’ Topaz AI offerings to help enterprises automate complex workflows, accelerate software delivery and enable what the companies describe as “agentic AI”.

The collaboration will later expand to financial services, manufacturing and engineering.

Using Anthropic’s agent development tools, Infosys plans to help clients build AI agents that can operate persistently across business functions, especially in environments that require strict governance, transparency and regulatory compliance.

Qualcomm said it will invest up to $150 million via Qualcomm Ventures to back Indian AI and tech startups across stages, with a focus on automotive, IoT, robotics and mobile applications. The announcement coincided with CEO Cristiano Amon’s participation at the summit.

“Through our new Strategic AI Venture Fund, Qualcomm is investing in companies that are advancing the next chapter of AI in India,” Amon said.

Qualcomm said it has backed over 40 Indian startups since 2007, including Jio Platforms, MapmyIndia, ideaForge, Shadowfax, Cavli Wireless, SpotDraft and Tonetag.

Engineering major Larsen & Toubro (L&T) unveiled plans for a proposed joint venture with NVIDIA to build gigawatt-scale AI factory infrastructure in India. The initiative will combine L&T’s engineering capabilities with NVIDIA’s AI platforms to support large-scale workloads across priority sectors.

L&T said the venture will deploy AI-ready datacentre infrastructure, advanced computing platforms and ecosystem enablement to support large-scale AI workloads across priority sectors. It will create sovereign AI infrastructure to build, train and deploy critical data, models and workloads within India, while ensuring interoperability with global ecosystems.

This 'sovereign by-design' fabric will cater to domestic needs, global hyperscalers, cloud providers and enterprises eyeing large-scale AI deployment from India as a strategic hub.

The project includes scaling GPU clusters at L&T’s Chennai facility and a new Mumbai data centre, aligned with the India AI Mission.

"With NVIDIA's platforms and L&T's execution strength, we are building infrastructure that will enable AI to deliver measurable economic impact," L&T Chairman & Managing Director S N Subrahmanyan said.

Microsoft said it is on pace to invest about $50 billion by the end of the decade to expand AI infrastructure, skills and innovation in developing regions.

At the summit, the company outlined a five-part strategy covering data centres, multilingual AI, education and community-led innovation. It also announced plans to train two million teachers and equip eight million students with AI skills, while warning of a widening AI adoption gap between advanced and emerging economies.

NPCI announced a collaboration with NVIDIA to scale and advance its sovereign AI model capabilities purpose-built for India's payments ecosystem.

The collaboration brings together NPCI's domain expertise in building and operating population-scale payments infrastructure with NVIDIA's advanced AI and accelerated computing platforms.

NPCI will use NVIDIA Nemotron - a family of open models with open weights, training data and recipes - in its model development journey to create a payments-native AI foundation model aligned with India's regulatory and data sovereignty requirements.