It’s OpenAI’s second biggest market and looks set for a massive buildout of AI capacity in the years leading up to 2035.
Adani dishing out the dollars
First out is the Adani Group, pledging $100 billion to build data centers by 2035, which they expect to trigger «an additional $150 billion in secondary investments.» This should scale their data center portfolio from 2 gigawatts to 5 GW.
Adani will also invest $55 billion to expand its renewable energy portfolio, which, as readers would note, is crucial to data center buildouts.
Reliance, Tata in on the action
Then, there is the conglomerate Reliance Group, already heavily into telecoms, pledging $110 billion to build AI computing infrastructure, saying this will scale their 120 megawatt data centers dramatically.
Tata Group, another Indian conglomerate, is partnering with OpenAI to eventually scale their data center from 200 MW to 1 GW through the Stargate project.
Microsoft pledges
Even Microsoft is in on the game, pledging $50 billion in investments to «the Global South».
On top of this are a series of smaller investments, from Blackstone, pledging $600 million for Indian AI infrastructure company Neysa.
In all, these investments are close to 400 billion in pledges and tens of gigawatts in capacity, making India likely the second strongest AI infrastructure country in the world, only behind the USA — just as they are in the user base.
Read more: Summary by CNBC. See also: Faux pas at Indian AI summit as Amodei and Altman refuse hands.