Indian IT services firm Tata Consultancy Services (TCS) has secured a $1 billion investment from private‑equity firm TPG as part of a multi‑year, $2 billion plan to build a network of gigawatt‑scale AI data centers across India. Dubbed “HyperVault,” the project will use liquid‑cooled, high‑density designs to meet the soaring demand for AI compute power. The initiative arrives amid a stark supply‑demand gap in the country, where data generation is high but data‑center capacity remains low. TCS aims to partner with hyperscalers and AI firms to develop the infrastructure needed for advanced AI workloads. Leia mais →

OpenAI is accelerating its AI compute ambitions by teaming with Broadcom to design and deploy custom AI accelerators, targeting a rollout of 10 gigawatts of chips by 2029. The partnership adds to existing agreements with NVIDIA, AMD and Oracle, which together promise tens of gigawatts of additional capacity. CEO Sam Altman has outlined a longer‑term vision of 250 gigawatts of compute over eight years, a scale that would require multi‑trillion‑dollar financing. The combined deals signal OpenAI’s push to secure the hardware foundation needed for its next generation of models while diversifying its supply chain across several chip makers. Leia mais →