Tata Consultancy Services (TCS) Fireside Chat summary

Introduction and agenda

• Session focused on AI data center investment and opportunity, moderated by the Head of Research at Kotak Institutional Equities.

• Panel included senior leaders with backgrounds in strategy, technology, and infrastructure.

• Agenda included a fireside chat followed by audience Q&A, with a focus on data center initiatives.

Background and experience of the speaker

• Panelists have extensive experience in strategy, M&A, technology, energy, and infrastructure.

• Leadership includes former CEO roles and expertise in sustainability and digital transformation.

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-driven data centers is rising, with hyperscalers and AI companies as key drivers.

• India's data center capacity is projected to grow from 1.5 GW to 10-12 GW over the next 5-7 years.

• Increasing focus on high-density, liquid-cooled racks to support AI workloads.