TCS’ US$ 6.5 billion bet marks India’s push against tech colonisation
- IBEF
- November 3, 2025
Tata Consultancy Services (TCS) has announced a Rs. 57,701 crore (US$ 6.5 billion) capital expenditure plan aimed at building long-term digital and artificial intelligence (AI) capabilities, marking a major shift towards strengthening India’s technological self-reliance. The plan, described by Chief Executive Officer & Managing Director, TCS, Mr. K. Krithivasan, as a step towards becoming ‘the world’s largest AI-led services company,’ combines equity and debt financing, including participation from financial investors to retain strategic flexibility. The move comes as India’s digital infrastructure demand accelerates, prompting private players to expand capacity and resilience to avoid ‘tech colonisation.’ Industry experts say the initiative reflects a global trend where digital infrastructure is now viewed as core infrastructure, supported by long-tenor financing models.
According to Avendus Capital, India’s total data centre capacity is expected to exceed 2,000 MW in two years, requiring around Rs. 31,070 crore (US$ 3.5 billion) in new investment. Firms such as AdaniConneX, Yotta Data, and CapitaLand have already raised over Rs. 17,754 crore (US$ 2 billion) to fund hyperscale campuses. Barclays projects India could attract Rs. 1,68,663 crore (US$ 19 billion) in data centre investments by 2030, driven by hyperscalers and enterprise clients. Analysts see this as a defining decade for India’s technology sector, urging companies to reinvest margins into AI, compute, and cybersecurity infrastructure to build domestic capacity and reduce dependence on foreign technology ecosystems.
Disclaimer: This information has been collected through secondary research and IBEF is not responsible for any errors in the same.
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