TCS Share Price Rise 1.79% After TCS, AMD Announce ‘Helios’ AI Infrastructure Collaboration 

Shares of Tata Consultancy Services Ltd moved higher in afternoon trade on 17 February 2026 after the company disclosed an expanded collaboration with Advanced Micro Devices. 

As of 12:27 PM IST, TCS was trading at ₹2,755.10 on the National Stock Exchange of India, up 1.79% from its previous close of ₹2,706.60.  

Why TCS Share Price Moved 

In its exchange communication, TCS stated that it has expanded its strategic collaboration with AMD to co-develop a rack-scale AI infrastructure design based on AMD’s ‘Helios’ platform. The initiative will be executed through its subsidiary, HyperVault AI Data Center Limited. 

According to the press material, the proposed AI-ready data centre blueprint is designed to support up to 200 MW of capacity. The stated objective is to accelerate AI adoption and support data centre expansion in India, including requirements linked to national AI initiatives and sovereign AI infrastructure. 

The announcement builds on TCS’s recent push into AI infrastructure capabilities. The company had set up HyperVault in 2025 with a stated goal of delivering large-scale AI-ready infrastructure. 

Management commentary in the release quoted K. Krithivasan, MD and CEO, noting that the collaboration lays the groundwork for AMD’s first Helios-powered AI infrastructure deployment in India. Financial details of the arrangement were not disclosed. 

TCS Stock Performance Snapshot 

At 12:27 PM IST, TCS was up 1.79% at ₹2,755.10. The stock opened at ₹2,716.00 and traded between a high of ₹2,760.00 and a low of ₹2,695.20 so far. 

Market capitalisation stood at approximately ₹9.97 lakh crore, based on exchange data available at the time. The 52-week high and low are ₹3,934.00 and ₹2,585.00, respectively. 

What this Means for Investors 

The collaboration signals TCS’s continued expansion into AI-linked infrastructure and data centre services. A blueprint capable of supporting up to 200 MW suggests positioning for large hyperscale or enterprise-grade AI deployments, though project timelines and revenue visibility will depend on execution and client adoption. 

In the absence of disclosed financial terms, investors may watch for future updates on order wins, capital commitments towards HyperVault, and revenue contribution from AI infrastructure offerings in subsequent quarterly filings. 

Broader Market and Sectoral Context 

The intraday rise comes amid sustained investor focus on AI-driven IT spending themes. As a heavyweight index constituent, price movements in TCS often influence overall IT sector performance. 

Peer IT services companies have also been announcing AI-led initiatives in recent months, keeping attention on technology modernisation and infrastructure upgrades as structural themes within the sector. 

TCS shares gained 1.79% intraday to ₹2,755.10 on 17 February 2026 so far following disclosure of an expanded collaboration with AMD to introduce Helios-based rack-scale AI infrastructure in India. While financial specifics were not shared, the announcement reinforces TCS’ strategic focus on AI-ready infrastructure and data centre solutions. Investors are likely to monitor execution milestones and related revenue disclosures in upcoming filings. 

Source:

• https://nsearchives.nseindia.com/corporate/TCS_CORPCS_16022026121739_PR_16Feb26_signed.pdf
• https://www.nseindia.com/get-quote/equity/TCS/Tata-Consultancy-Services-Limited