Last mentioned: Mar 11, 2026
Facility Go-Live
Target date for the Noida supercluster and DGX Cloud to become operational.
Facility Launch
Target date for the Noida hyperscale data center to go live with Blackwell B300 chips.
Procurement Phase
Initial orders for 10,300 GPUs finalized for the Noida facility.
Investment Announcement
Yotta reveals $2 billion commitment to Nvidia Blackwell B300 chips.
DGX Cloud Partnership
Four-year operational window for the $1 billion Nvidia DGX Cloud agreement.
Investment Announcement
Yotta confirms $2 billion commitment for Nvidia Blackwell GPUs.
A new report from Nuvama Institutional Equities suggests the Indian IT sector will emerge stronger from the Generative AI transition, countering fears of obsolescence. The analysis highlights that while Gen-AI disrupts traditional coding, it creates massive demand for data engineering, cloud migration, and enterprise-wide AI integration.
Tata Consultancy Services (TCS) and Google Cloud have established a new Gemini Experience Centre in the United States to accelerate the adoption of generative AI in manufacturing. The facility will focus on developing AI-powered solutions to optimize production lines, enhance quality control, and streamline global supply chain logistics.
Indian equity markets are grappling with volatility as the heavyweight IT sector comes under pressure from burgeoning concerns over artificial intelligence's impact on traditional service models. While broader indices seek a rebound, investor caution remains high amid shifting global tech valuations and domestic growth projections.
Tata Consultancy Services (TCS) and OpenAI have announced a landmark partnership to develop massive AI infrastructure in India and deploy enterprise-grade Agentic AI solutions. The collaboration includes a multi-year agreement for TCS's HyperVault unit to build up to 1GW of AI-ready data centers, signaling a major shift in the Indian IT services landscape toward sovereign AI capabilities.
Indian IT majors including TCS and Infosys are experiencing significant downward pressure as American peers like Accenture and Cognizant face a selloff driven by AI-related uncertainty. The trend reflects growing investor concern over the immediate ROI of AI investments and the potential disruption of traditional IT outsourcing models.
Indian IT majors including TCS, Infosys, and Wipro are experiencing significant downward pressure following a sharp decline in US tech stocks and consulting peers. The selloff, driven by growing skepticism over artificial intelligence monetization and broader macroeconomic concerns, highlights the sector's vulnerability to shifts in global tech sentiment.
Indian IT majors including TCS, Infosys, and Wipro are experiencing significant downward pressure as their ADRs mirror a broader selloff in the US technology sector. This decline, fueled by growing skepticism over immediate AI returns and valuation concerns, marks a critical pivot point for the global IT services industry.
Yotta Data Services has committed $2 billion to deploy Nvidia’s Blackwell Ultra GPUs, establishing Asia’s first DGX Cloud supercluster in India. This investment aligns with the nation's AI Mission and marks a significant escalation in the regional race for high-performance computing.
Yotta Data Services has committed $2 billion to deploy 10,300 Nvidia Blackwell Ultra GPUs at its Noida facility, establishing Asia's first DGX Cloud supercluster. This massive infrastructure investment aims to serve the APAC region and support India's National AI Mission by August 2026.
Adani Group has announced a landmark $100 billion investment to develop a network of AI-ready data centers across India, entirely powered by renewable energy. This initiative aims to catalyze an additional $150 billion in ecosystem growth, positioning India as a global hub for AI infrastructure.
Adani Group has committed $100 billion to develop renewable-powered AI data centers in India by 2035. This massive investment aims to catalyze a $250 billion AI ecosystem, positioning the region as a primary hub for high-performance computing alongside global hyperscalers.
India has launched a comprehensive 'whole-of-nation' AI roadmap targeting five strategic layers: applications, models, chips, infrastructure, and energy. The strategy aims to transition the nation from a technology consumer to a sovereign creator of foundational AI systems, backed by massive reskilling efforts from IT giants like TCS and Infosys.