{"id":1012882,"date":"2026-06-08T08:50:26","date_gmt":"2026-06-08T03:20:26","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1012882"},"modified":"2026-06-08T09:04:41","modified_gmt":"2026-06-08T03:34:41","slug":"inside-indias-rs-10372-crore-sovereign-ai-race-2-infrastructure-stocks-powering-the-38000-gpu-boom","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/06\/08\/inside-indias-rs-10372-crore-sovereign-ai-race-2-infrastructure-stocks-powering-the-38000-gpu-boom\/","title":{"rendered":"Inside India\u2019s Rs 10,372-crore sovereign AI race: 2 infrastructure stocks powering the 38,000-GPU boom"},"content":{"rendered":"<p>India\u2019s AI ambitions are entering a new phase. The focus is no longer just on using artificial intelligence but on building it at home. Backed by the \u20b910,372 crore IndiaAI Mission over five years, the government is investing in domestic AI models, large-scale computing infrastructure, and Indian-language datasets. <\/p>\n<p>More than 38,000 GPUs have already been deployed, creating the foundation for a homegrown AI ecosystem. A total of 190 projects have been approved under the IndiaAI Mission by 25 March 2026. <\/p>\n<p>As the country works to reduce reliance on global technology companies and strengthen its digital capabilities, the opportunity is beginning to extend beyond software.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>India\u2019s AI ambitions are entering a new phase. The focus is no longer just on using artificial intelligence but on building it at home. Backed by the \u20b910,372 crore IndiaAI Mission over five years, the government is investing in domestic AI models, large-scale computing infrastructure, and Indian-language datasets. More than 38,000 GPUs have already been deployed, creating the foundation for a homegrown AI ecosystem. A total of 190 projects have been approved under the IndiaAI Mission by 25 March 2026. As the country works to reduce reliance on global technology companies and strengthen its digital capabilities, the opportunity is beginning [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-1012882","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1012882","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1012882"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1012882\/revisions"}],"predecessor-version":[{"id":1012905,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1012882\/revisions\/1012905"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1012882"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1012882"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1012882"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}