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Data centres to subsea cables: India draws mega AI infra bets on Day 3

19 Feb 2026
2 min

AI Impact Summit Highlights

The AI Impact Summit in New Delhi showcased significant announcements by tech giants on enhancing AI infrastructure, forming cross-border partnerships, and making substantial capital commitments, particularly highlighting the Global South narrative.

Key Announcements and Investments

  • Microsoft
    • Reaffirmed a commitment to invest $50 billion by the end of the decade to boost AI infrastructure and capabilities globally, focusing on the Global South.
    • Plans to spend $17 billion in India, emphasizing infrastructure such as data centers, connectivity, and electricity to bridge the gap between the Global North and South.
  • Google
    • Announced a new subsea cable route to enhance AI connectivity between the US, India, and the southern hemisphere.
    • Launched ambitious skilling programs, including a Google AI function certificate to master AI at work.
    • Introduced a $30 million Google.org AI for Science Impact Challenge to drive scientific breakthroughs.
  • Larsen & Toubro (L&T) and Nvidia
    • Announced plans to build a gigawatt-scale AI factory, aiming to establish a robust AI compute backbone in the region.
    • The AI factory model will provide advanced AI services to various sectors, moving from experimental to production-scale deployment.
  • Yotta Data Services
    • Plans to invest an additional $4 billion this year to procure 40,000 graphic processing units from Nvidia.

Strategic Partnerships and Programs

  • OpenAI is partnering with IT Delhi, IIM Ahmedabad, and others to develop AI-ready talent.
  • Qualcomm committed up to $150 million for a Strategic AI Venture Fund in India.

Vision for AI Expansion

Tech leaders emphasized the pivotal role of AI infrastructure in enabling India’s growth and its positioning as a global digital hub. Prime Minister Modi's vision to democratize AI access across the Global South was underscored as a central theme at the summit.

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Strategic AI Venture Fund

A dedicated pool of capital established by companies or organizations to invest in startups and projects focused on artificial intelligence. The goal is to foster innovation and secure stakes in promising AI technologies.

Graphic Processing Units (GPUs)

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AI for Science Impact Challenge

An initiative, like the one by Google.org, that aims to leverage artificial intelligence to accelerate scientific research and discovery. It often involves funding or supporting projects that use AI to solve complex scientific problems.

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