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The new TCS playbook to build factories that power AI

Mint Chennai

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October 15, 2025

section of infrastructure and services—both the data centre and the AI models that sit on top. That’s where the value will lie.”

The new TCS playbook to build factories that power AI

Such integration could also help TCS reposition itself in the eyes of investors. Global data centre operators like Equinix and Digital Realty command enterprise-value multiples of 20 to 22 times Ebitda (earnings before interest, taxes, depreciation, and amortization), higher than Indian IT firms’ price-earnings ratios. If TCS can credibly present itself as both a technology and infrastructure play, it could attract a new class of investors seeking exposure to digital infrastructure.

Mint Chennai

यह कहानी Mint Chennai के October 15, 2025 संस्करण से ली गई है।

हजारों चुनिंदा प्रीमियम कहानियों और 10,000 से अधिक पत्रिकाओं और समाचार पत्रों तक पहुंचने के लिए मैगज़्टर गोल्ड की सदस्यता लें।

क्या आप पहले से ही ग्राहक हैं?

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