India’s push to enhance its AI infrastructure is set to make waves in the stock market, with companies like Tata Communications and Reliance in focus. As of 12:14 PM, Reliance shares were trading 1.47% higher at Rs 1,253.70. On the other hand, Tata Communications shares were trading 2.86% higher at Rs 1,599.55.
Union Minister Ashwini Vaishnaw recently announced the launch of a massive common compute facility, boasting 18,693 GPUs, aimed at accelerating AI research and development. With 15,000 high-end GPUs procured, including 1,480 H200 GPUs, this initiative is poised to significantly boost India’s AI capabilities.
Among the key players providing GPU resources are Jio Platforms, Tata Communications, Yotta, and NextGen Data Centre, positioning them at the forefront of India’s AI revolution. DeepSeek, for example, was trained using 2,500 GPUs, showcasing the scale of infrastructure being made available to Indian startups, researchers, and businesses. The new common compute facility will house around 10,000 GPUs, available for immediate use, providing a crucial resource for AI projects across the country.
In addition to strengthening AI capabilities, the government has launched an initiative to develop India’s own foundational AI model, with a focus on India-centric datasets. Six startups and developers are set to build this model in the coming months, aiming to compete with global players while ensuring data privacy.
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