TCS Advances AI Push With OpenAI Partnership to Build Infrastructure and Enterprise Solutions

Tata Consultancy Services Ltd announced that it has entered into a multi-dimensional strategic partnership with OpenAI, aimed at accelerating artificial intelligence adoption across enterprise and public-sector use cases. The company informed the stock exchanges of the partnership through a regulatory filing today, 19 February 2026.

Partnership Covers Enterprise AI, Agentic Solutions and Infrastructure Build-Out

In its exchange communication (Ref: TCS/PR/SE/68/2025-26) addressed to the National Stock Exchange of India Ltd and BSE Ltd, Tata Consultancy Services Ltd (NSE: TCS; BSE: 532540) disclosed a collaboration with OpenAI spanning enterprise AI deployment, industry-specific agentic solutions, joint go-to-market initiatives and AI infrastructure development.

Under the arrangement, several thousand Tata Group employees are expected to gain access to Enterprise ChatGPT tools to enhance productivity and internal innovation workflows. TCS also stated it will leverage OpenAI’s Codex capabilities to strengthen software engineering outcomes.

The companies plan to co-develop industry-specific agentic AI solutions, combining OpenAI’s AI platforms with TCS’s domain expertise across sectors. The partnership further includes joint go-to-market initiatives to enable Indian and global enterprises to deploy and scale AI-led transformation programmes.

A significant infrastructure component is also outlined. TCS’ HyperVault unit has agreed to a multi-year engagement to develop AI-ready infrastructure in India. In the initial phase, TCS intends to build 100 MW of AI infrastructure capacity, with an option to scale up to 1 GW. The infrastructure is designed to support high-density, liquid-cooled data centre environments suitable for next-generation AI workloads.

Management Commentary

Sam Altman, Chief Executive Officer of OpenAI, stated that the collaboration seeks to build local infrastructure, skills and partnerships to expand AI access in India. N Chandrasekaran, Chairman of Tata Sons, said the partnership marks a milestone in India’s ambition to become a global AI leader and emphasised infrastructure creation and youth skilling as core elements.

The disclosure also referenced a social impact initiative involving the OpenAI Foundation and TCS to provide AI training and toolkits to Indian youth, with an objective of benefiting at least one million individuals.

TCS Stock Market Snapshot

Shares of Tata Consultancy Services Ltd were trading at ₹2,697.50, up ₹2.60 or 0.096% on the day, as of 1:16 pm IST on 19 February 2026, according to exchange data.

The stock opened at ₹2,708.00 and touched a high of ₹2,748.70 and a low of ₹2,695.30 so far during the session. The previous close stood at ₹2,694.90.

At the prevailing price, the company’s price-to-earnings ratio was 20.45. The 52-week high and low were ₹3,874.95 and ₹2,585.00, respectively. Dividend yield was indicated at 2.34%, with a quarterly dividend amount of ₹15.78.

The partnership formalises TCS’s expanded AI strategy, combining enterprise AI deployment, infrastructure investment and social skilling initiatives. While the stock reaction remained muted in early trade, the infrastructure commitments and joint solution development may shape the company’s medium-term AI positioning, subject to execution and market adoption.

Source: https://nsearchives.nseindia.com/corporate/TCS_CORPCS_19022026081906_PR_19Feb26_signed.pdf