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Visual21 Nov 2025
Data center suppliers
Tata Consultancy Services (TCS) investor relations material
Tata Consultancy Services Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside Chat summary31 Oct, 2025
Introduction and agenda
Session focused on AI data center investment and opportunity, with a panel of senior leaders discussing strategy, execution, and differentiation.
The agenda included a fireside chat followed by audience Q&A, with a request to restrict questions to data center initiatives.
Background and experience of the speaker
Panelists included the Chief Strategy Officer, Head of Global Consulting Practice, and a leader with three decades of experience in technology, energy, and infrastructure.
Experience spans leadership in power and digital initiatives, sustainability, and transformation across India and international markets.
Current industry trends
Global data center market is expected to see significant capital investment over the next decade, especially in the US, Europe, and India.
Demand for AI-focused data centers is rising, with hyperscalers and AI companies driving growth.
India's data center capacity is projected to grow from 1.5 GW to 10-12 GW over the next five to seven years.
AI workloads are expected to increase, with global AI load at 10-15% and India currently at 2-4%.
Optimal debt-equity structure for DC venture?
TCS's unique market-making strategy?
Timeline for GPU as a Service offering?
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Next Tata Consultancy Services earnings date
Q3 25/268 Jan, 2026
Next Tata Consultancy Services earnings date
Q3 25/268 Jan, 2026
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Frequently asked questions
Tata Consultancy Services Limited provides information technology and IT enabled services worldwide. It offers consulting and business solutions, such as business process outsourcing, data warehousing, enterprise solution based on SAP, Oracle, Siebel, PeopleSoft, etc., knowledge process outsourcing comprising finance and accounting, procurement and supply chain management to aerospace/aviation, banking and financial services, engineering/construction/infrastructure, insurance and manufacturing verticals. Tata Consultancy Services Limited is a subsidiary of Tata Sons Private Limited.
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