Tata Consultancy Services (TCS) has signed a landmark agreement with OpenAI to become the first customer of its newly launched data centre business, beginning with 100 megawatts of capacity. The deal is part of the global AI infrastructure initiative Stargate, a multi-year $500 billion project aimed at building large-scale AI data centres for training and inference, supported by major international investors.

The partnership marks a significant milestone for TCS, which last year announced plans to invest up to $7 billion to establish a 1-gigawatt AI data centre unit in India—a move signaling the company’s strategic pivot into high-capacity cloud and AI infrastructure.

The agreement comes amid a broader surge in AI infrastructure investment in India. Global technology giants, including Google, Amazon, Microsoft, and Meta Platforms, have been expanding local operations, while domestic conglomerates such as Reliance Industries and the Adani Group are also accelerating their AI initiatives.

In a related development, TCS’s parent company, the Tata Group, plans to roll out ChatGPT Enterprise across its workforce in phases over the coming years, initially covering hundreds of thousands of employees. OpenAI, the company behind ChatGPT, highlighted India’s rapidly growing user base, reporting more than 100 million weekly users in the country.

Industry analysts view the TCS-OpenAI collaboration as a landmark step in India’s emergence as a hub for AI infrastructure and enterprise adoption, reinforcing the country’s role in the global AI ecosystem.