At the AI Impact Summit in New Delhi, Nvidia announced new partnerships with Indian computing and infrastructure firms, as global tech players unveiled major AI investments in India.
The summit — now in its fourth year — focuses on AI governance and strategy, with organizers saying it aims to help “define India’s leadership in the AI decade ahead.”
Nvidia’s India partnerships
Nvidia revealed a tie-up with Larsen & Toubro (L&T), a Mumbai-based cloud and data centre provider, to build what the company described as “India’s largest gigawatt-scale AI factory.”
L&T said it plans to deploy Nvidia’s advanced processors to create:
- Up to 30 megawatts of AI data centre capacity in Chennai
- Up to 40 megawatts in Mumbai
Nvidia CEO Jensen Huang said the collaboration would lay the foundation for world-class AI infrastructure to power India’s growth, though no investment figure was disclosed.
Nvidia also confirmed a partnership with Yotta, which plans to deploy more than 20,000 Nvidia Blackwell processors as part of a $2 billion investment.
India’s AI investment surge
India has been aggressively positioning itself as a global AI hub.
IT Minister Ashwini Vaishnaw said the country expects more than $200 billion in AI-related investments over the next two years, including around $90 billion already committed.
Meanwhile:
- Adani Group plans to invest $100 billion by 2035 in hyperscale AI-ready data centres.
- Microsoft said it will invest $50 billion this decade to boost AI adoption in developing countries.
- Anthropic and Infosys announced collaboration on AI agents for the telecom sector.
Global tech and political presence
Although Huang is not attending, other major tech figures present include:
- Sam Altman of OpenAI
- Demis Hassabis of Google DeepMind
- Bill Gates
Indian Prime Minister Narendra Modi, French President Emmanuel Macron, and Brazilian President Luiz Inacio Lula da Silva are expected to issue a joint statement addressing AI governance and risks.
Can India rival the US and China?
Last year, India climbed to third place in a global AI competitiveness ranking compiled by Stanford University researchers, overtaking South Korea and Japan.
However, analysts caution that despite massive infrastructure announcements and political ambition, India still trails far behind the United States and China in cutting-edge AI model development and semiconductor design.
Experts also note that previous AI summits in France, South Korea and Britain produced broad, nonbinding declarations rather than enforceable rules.
As AI capabilities accelerate, the key question remains whether governments can move quickly enough to establish meaningful guardrails — or whether industry standards will effectively be set first by the largest technology companies themselves.
