The Rs 28,000-Cr AI push: Meet the 2 infra stocks powering India’s AI boom

India’s Artificial Intelligence (AI) ambitions are moving beyond software and into infrastructure. As AI models become larger and more compute-intensive, the focus is shifting to the hardware and cloud capacity needed to build and run them. India is also building its own AI ecosystem.

Through the IndiaAI Mission, the government has approved the deployment of 38,000+ GPUs to create a shared AI compute infrastructure, reducing dependence on overseas capacity while supporting startups, researchers, and enterprises developing indigenous AI models. This push is being backed by a rapid expansion in digital infrastructure.