HCLTech to invest up to ₹3,500 crore in AI data centres, enters full-stack AI market

HCLTech to invest up to ₹3,500 crore in AI data centres, enters full-stack AI market


HCLTechwill invest up to ₹3,500 crore to establish AI data centres in India as it enters the full-stack AI market, seeking to tap rising demand for artificial intelligence-led services from enterprises and government customers. The investment will be made through newly incorporated wholly owned subsidiaries and has the potential to scale up to 50MW of capacity.

The proposed investment will be routed through a new wholly owned subsidiary, with additional step-down subsidiaries to be set up for the business. HCLTech said the initial investment to establish the subsidiary would be up to ₹15 lakh, with further investments to be made as required.

The company said the investment would complement its existing capabilities in AI data centre design, DevOps, AI cloud operations and software, enabling it to offer end-to-end AI infrastructure and services. It added that the move comes as India’s data centre ecosystem expands rapidly, driven by digitalisation, data localisation requirements and growing demand for GPU infrastructure to support AI training and inference workloads.

Also read:HCLTech Q1 Results: Posts earnings beat, retains FY27 guidance

Speaking on the investment, HCLTech CEO and Managing Director C Vijayakumar said, “The convergence of AI-led demand, supply constraints and the push for digital sovereignty presents a compelling opportunity for us to emerge as a full-stack AI technology solutions provider.”

He added that the company’s entry into the AI data centre business would position it to capture higher-value AI opportunities as the industry shifts towards AI-ready solutions, while strengthening its managed and outcome-based services for global clients.

The announcement came alongside HCLTech’s June quarter results, with the company reporting a 20.3% year-on-year increase in consolidated net profit to ₹4,624 crore, while revenue from operations rose 14% to ₹34,579 crore.

The company also said its Advanced AI business continued to gain momentum, with revenue rising 10.6% quarter-on-quarter and 62.1% year-on-year to $171 million, taking its annualised run rate to $688 million.

Vijayakumar said AI-led services would remain a key growth driver in FY27 and that HCLTech would continue to innovate faster to stay ahead of AI-led pricing pressures.



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