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Adani Group Commits $100 Billion to Build World's Largest AI Data Center Platform in India by 2035 as Renewable Energy Powers Sovereign Compute Push
Adani Group announced a $100 billion investment to develop renewable energy-powered AI data centers across India by 2035, expected to catalyze an additional $150 billion in ecosystem spending while scaling from 2GW to 5GW capacity across multiple campuses with partnerships including Google and Flipkart as India establishes itself as a major AI infrastructure contender. Read more
Anthropic Opens First India Office in Bengaluru and Partners With Infosys to Deploy Claude-Powered AI Agents Across Telecom, Finance, and Manufacturing as IT Stocks Rally
Anthropic launched its first India office and unveiled a strategic partnership with Infosys to integrate Claude models with Infosys Topaz for enterprise AI solutions, as India emerges as the second-largest Claude market globally accounting for 6% of usage while Indian IT stocks climbed more than 4% on the announcement. Read more
Blackstone Leads $1.2 Billion Funding for Indian AI Cloud Neysa to Deploy 20,000+ GPUs as India Scales From 60,000 to 2 Million GPUs Over Coming Years
Blackstone and co-investors committed $600 million in equity plus $600 million debt financing to Indian AI infrastructure startup Neysa, enabling deployment of more than 20,000 GPUs as the private equity giant estimates India will scale from fewer than 60,000 GPUs currently to more than 2 million in coming years driven by government demand and data sovereignty requirements. Read more
OpenAI CEO Sam Altman Reveals India Has 100 Million Weekly ChatGPT Users, Second Only to US, as Students Drive Adoption and Company Deepens Government Partnerships
Sam Altman disclosed India has 100 million weekly active ChatGPT users making it OpenAI's second-largest market globally, with the country accounting for the largest number of student ChatGPT users worldwide while ranking fourth in Prism research tool usage as OpenAI adjusts pricing with sub-$5 tiers to capture the price-sensitive market. Read more
India AI Impact Summit Draws Global Tech Leaders as Modi Government Positions Country for Central Role in AI Governance With 250,000 Expected Attendees and Major Investment Announcements
India is hosting a five-day AI Impact Summit in New Delhi featuring OpenAI, Anthropic, Google, and Nvidia executives alongside French President Emmanuel Macron and world leaders, marking the first major international AI meeting in the Global South as the country transitions from technology importer to potential AI superpower with massive infrastructure commitments. Read more
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📢 The Signal Behind the Noise
When a single country announces $100 billion in data center investments, attracts $1.2 billion in GPU infrastructure funding, reveals 100 million weekly AI users, and convenes every major tech CEO at a government summit—all in the same week—the message is unmistakable. India isn't asking for permission to join the AI race. It's building the infrastructure to host it, betting that data sovereignty and massive scale trump chip manufacturing limitations. The question for Western tech giants isn't whether to invest in India. It's whether they invested early enough.
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