Power gaps may slow India’s AI ambitions

India will need to fix its energy backbone before it can scale data centres and fully participate in the AI economy, said Ray Wang, principal analyst and founder at Constellation Research, adding that compute capacity ultimately rests on reliable power.

“The number one thing India has to do is shore up its energy infrastructure,” Wang said in an interaction. “Once that’s in place, you can install data centres, then LLMs will come. You can’t play this game without data centres as power, chips and data go together.”