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Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Tata Consultancy Services (TCS) investor relations material
Tata Consultancy Services Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside Chat summary31 Oct, 2025
Introduction and agenda
Session focused on AI data center investment and opportunities, with a panel of senior leaders discussing strategy, execution, and differentiation.
The agenda included a fireside chat followed by audience Q&A, with a request to restrict questions to data center initiatives.
Background and experience of the speaker
Panelists included the Chief Strategy Officer, Head of Global Consulting Practice, and a leader with decades of experience in technology, energy, and infrastructure.
Experience spans leadership in power, digital transformation, and sustainability across India, Japan, and Australia.
Current industry trends
AI and sovereign data centers are seen as critical to the AI value chain, with a global demand-supply mismatch driving investment.
The Indian data center market is expected to grow from 1.5 GW to 10–12 GW over the next 5–7 years, with hyperscalers and AI companies as key demand drivers.
Data center build-outs are increasingly focused on high rack density and liquid cooling to support AI workloads.
The market is moving toward long-term, committed annuity revenues, with a focus on end-to-end solutions for customers.
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Next Tata Consultancy Services earnings date
Q3 25/268 Jan, 2026
Next Tata Consultancy Services earnings date
Q3 25/268 Jan, 2026
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Frequently asked questions
Tata Consultancy Services Limited provides information technology and IT enabled services worldwide. It offers consulting and business solutions, such as business process outsourcing, data warehousing, enterprise solution based on SAP, Oracle, Siebel, PeopleSoft, etc., knowledge process outsourcing comprising finance and accounting, procurement and supply chain management to aerospace/aviation, banking and financial services, engineering/construction/infrastructure, insurance and manufacturing verticals. Tata Consultancy Services Limited is a subsidiary of Tata Sons Private Limited.
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