$250B Question: Who Powers India's AI?

$250B Question: Who Powers India's AI?

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Key Points:

  • The India AI Impact Summit 2026 in New Delhi saw $250 billion in AI investment commitments from major players including Google ($15 billion), Microsoft ($50 billion), Reliance (₹10 lakh crore), NVIDIA, and Tata Group partnering with OpenAI.
  • Despite significant funding and partnerships, India faces a severe AI talent shortage, with an 88% gap in AI Agent Developers and a 92% gap in AI Agent Architects, threatening to undermine the country’s demographic advantage.
  • Leading Indian IT firms like Infosys, TCS, and HCLTech have partnered with AI companies such as OpenAI and Anthropic, while the enterprise AI agents market is projected to grow from $7.8 billion to $52 billion by 2030

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