The summit

India relies on data centres and billion-dollar investments to dominate artificial intelligence

With over USD 300 billion in public and private investment, India is poised to become a global hub for AI, attracting giants such as Google, Microsoft and Amazon

from our correspondent Marco Masciaga

 Una foto distribuita dall'Ufficio Stampa (PIB) che mostra il Primo Ministro indiano Narendra Modi (a sinistra) mentre visita l'esposizione dopo aver inaugurato l'India AI Impact Expo 2026 a Nuova Delhi, India, il 16 febbraio 2025.  EPA/PRESS INFORMATON BUREAU HANDOUT HANDOUT SOLO PER USO EDITORIALE/NESSUNA VENDITA

2' min read

Translated by AI
Versione italiana

2' min read

Translated by AI
Versione italiana

NEW DELHI - The aim of the summit on the present and future of artificial intelligence being held in New Delhi is to create the conditions so that the forthcoming developments in the field do not only serve to maximise the financial and strategic dividends of the countries that are leading this technological revolution, but put humans, including the billions living in the Global South, at the centre.

But this will be taken care of by political leaders such as the presidents of France and Brazil, Emmanuel Macron and Luiz Inácio Lula da Silva, who will be visiting the Indian capital in the coming days.

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For the time being, it is the companies that dominate the scene at the summit, engaged in a contest of announcements from which not even the Indian government of Prime Minister Narendra Modi has shirked. As usual, he has turned an international event into a stage to project the image of an India marching towards a future of growth and prosperity.

Among the announcements that have had the greatest impact on share prices is that of Infosys, India's number two in It, and Anthropic, which among the big players in Ai is perhaps the one that is looking with most interest at the corporate world. The two companies have announced a collaboration to create advanced artificial intelligence solutions for the corporate world.

Anthropic will interact its Claude models with Infosys' Topaz AI family of products to help companies automate processes and software production. After the announcement, Infosys' stock gained 4.8 per cent, recovering at least part of the 16 per cent capitalisation burned since 1 January in large part due to the advances made by Anthropic.

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Confirming that in the coming years India will play a leading role not so much in designing models, but in hosting data centres to 'run' them, the Adani Group has announced that it will invest USD 100 billion in the sector between now and 2035. The Mumbai-based conglomerate's data centres for artificial intelligence, which until now has mainly operated in the infrastructure and energy sector, should be powered by renewable sources.

Not to be outdone, the Indian government has let it be known, through the mouth of Technology Minister Ashwini Vaishnaw, that it will try to attract USD 200 billion in investments in the data centre sector in the coming years.

Some of the capital has already been budgeted. Last October, Google announced a $15 billion investment plan in India over the next five years to create its first artificial intelligence hub in the country. Two months later, Microsoft announced its largest ever investment in Asia, $17.5 billion, to upgrade India's cloud and artificial intelligence infrastructure over the next four years. Amazon also pledged to invest $35 billion in India by 2030 to expand its operations, with a specific focus on AI-driven digitisation.

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