Beyond compute, networks
India is positioning itself to lead the AI wave with $200-250 billion in infrastructure investment pledges, and significant investments from global hyperscalers and Indian conglomerates. The country's AI moment is backed by record investment, expanding talent, and growing global confidence.
India is set to lead the AI wave with significant infrastructure investments. At the India AI Impact Summit in February 2026, infrastructure investment pledges were estimated at $200-250 billion. The country's data centre capacity is projected to reach 8 GW by 2030, representing approximately $30 billion in investment. Global hyperscalers such as Google and Microsoft are investing heavily in India, with Google's $15 billion America-India Connect initiative and Microsoft's $17.5 billion commitment. Indian conglomerates like Reliance Industries, Adani Group, and Larsen & Toubro are also making significant investments in AI infrastructure. India's AI talent base is substantial, accounting for 16% of the world's AI talent. The country's AI infrastructure is being developed to support the transition to always-on production systems and agentic AI.
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