Tata Consultancy Services has announced a strategic partnership with US chipmaker Advanced Micro Devices (AMD) to help enterprises transition artificial intelligence from pilot projects to large-scale production while modernizing legacy IT systems. The collaboration was announced on Wednesday, January 14, and represents a significant step in scaling enterprise AI solutions.

Partnership Overview and Strategic Focus

The partnership will see both companies co-develop industry-specific AI and generative AI solutions, combining TCS's domain expertise and systems integration capabilities with AMD's high-performance computing and AI hardware portfolio. The collaboration will focus on several key areas including modernizing hybrid cloud and edge environments, deploying AI-powered digital workplace solutions, and accelerating innovation across cloud-to-edge workloads.

AI Revenue Performance and Growth Metrics

This partnership announcement comes as TCS reported strong performance in AI-related services. The company generated over $1.50 billion in revenue on an annualized basis from AI-related services in Q3 of the current financial year, representing nearly 5% of the company's total revenue. During an analyst call, TCS management highlighted robust growth metrics for AI services.

Industry-Specific Solutions and Technology Integration

The partnership will develop sector-specific generative AI frameworks for multiple industries including life sciences, manufacturing, and banking and financial services. These frameworks will cover various use cases such as drug discovery, smart manufacturing, and intelligent risk management. TCS will integrate AMD's comprehensive technology portfolio into these solutions.

Technology Components:

• Client Solutions: AMD Ryzen-powered solutions for workplace transformation
• Computing Infrastructure: AMD EPYC CPUs, Instinct GPUs, and AI accelerators for hybrid cloud modernization
• Edge Computing: AMD's embedded computing portfolio including adaptive system-on-chips and field programmable gate arrays

Workforce Development and Investment

As part of the collaboration, TCS will upskill and certify its workforce on AMD's latest hardware and software platforms. Both companies will jointly invest in building a specialized talent pool to support the partnership's objectives and ensure successful implementation of AI solutions across enterprise environments.

Leadership Perspectives and Market Response

AMD Chair and Chief Executive Lisa Su emphasized that demand for AI is accelerating and requires "a new scale of high-performance computing and deep collaboration across the industry." TCS Chief Executive K Krithivasan described the collaboration as "a significant step in scaling AI for the enterprise," noting that the partnership would help clients move from experimentation to AI deployed at scale.

TCS management expressed confidence that new age services will contribute to nearly $11.00 billion in annualized revenue. The company's shares were trading at ₹3,214.30 apiece, representing a 1.64% increase from the day's opening price.

Tata Consultancy Services shares are set to attract significant investor attention on Wednesday, January 14, as it represents the final opportunity for shareholders to purchase equity and become eligible for the company's recently announced substantial dividend payout.

Dividend Declaration Details

TCS has announced a comprehensive dividend package totaling Rs 57.00 per equity share, structured as follows:

The company's board has established Saturday, January 17, 2026, as the record date for determining eligible shareholders for the dividend distribution.

Key Timeline and Dates

Investors must be aware of the critical dates affecting dividend eligibility:

The ex-dividend date typically falls on Friday, January 16. However, due to market closure on January 15 for municipal corporation elections in Maharashtra, January 14 becomes the effective final date for share purchases to qualify for dividend eligibility.

Payment and Eligibility Criteria

According to the company's official notice, dividend payments will be disbursed on Tuesday, February 3, 2026, to shareholders whose names appear in the Register of Members or as beneficial owners in Depository records as of the record date.

Annual Dividend Performance

TCS has demonstrated consistent dividend distribution over the past year:

Recent Financial Performance

The dividend announcement coincides with TCS's December quarter financial results, which showed mixed performance:

While the company experienced a decline in net profit from Rs 12,075.00 crore in the previous quarter, revenue growth remained positive with a 5% year-on-year increase and 2% sequential growth.

Investors seeking to benefit from this substantial dividend payout must complete their share purchases by the close of trading on January 14 to ensure eligibility for the Rs 57.00 per share distribution scheduled for February 3, 2026.