Key Insights:

• Nvidia’s AI chips to power Reliance’s Gujarat data center and India’s growing AI infrastructure.
• Tech Mahindra launches Hindi AI model, supported by Nvidia, for improved language localization.
• Nvidia trains 500,000 Indian developers, enhancing AI talent and applications across sectors.

Nvidia, the U.S. chip manufacturing firm, announced it will supply AI processors to several Indian companies, including Reliance Industries. The move is part of Nvidia’s broader strategy to expand its presence in India’s AI sector, which is poised for growth given the nation’s large population and increasing internet accessibility.

Reliance, led by Mukesh Ambani, will use Nvidia’s Blackwell AI chips for its upcoming one-gigawatt data center in Gujarat. The announcement was made during an AI summit in Mumbai, where Nvidia CEO Jensen Huang highlighted India’s potential to become an AI exporter rather than merely a software outsourcing hub.

Expansion of AI Infrastructure with Hopper Chips

Nvidia plans to supply tens of thousands of its Hopper AI processors for large-scale data centers across India. Major partners include Yotta Data Services and Tata Communications, which are expected to lead the expansion. Hopper chips are designed for handling complex AI workloads, making them suitable for building robust AI infrastructure.

This increased AI capacity aims to support diverse AI applications, from customer service automation to language-based content translation, catering to the country’s multilingual landscape. India, with over 1.4 billion people and low-cost internet access, presents a promising market for AI applications. Nvidia’s chips will play a key role in accelerating the development of AI systems tailored to local needs.

Nvidia’s Hindi-Language AI Model and Developer Training

Tech Mahindra, a leading Indian IT services company, is the first to deploy Nvidia’s new Hindi-language AI model. The model, named Indus 2.0, is designed to understand Hindi and its various dialects, offering better localization for AI solutions across the country. This aligns with Nvidia’s strategy to ensure AI tools are built on local languages and datasets, making them more inclusive.

Nvidia is also partnering with other Indian IT giants, including Infosys, TCS, and Wipro, to train around half a million developers. The training aims to equip developers with skills to create and implement AI agents using Nvidia’s software and hardware. This effort is expected to strengthen India’s AI talent base and boost the development of AI-driven applications across different sectors.

Use of Omniverse Technology for Industrial Applications

In addition to AI processors, Nvidia’s Omniverse simulation technology is set to be used by companies like Reliance and Ola Electric. The technology allows businesses to test factory plans and processes in a virtual environment before physical implementation. This is expected to improve manufacturing efficiency and reduce errors, as virtual testing provides insights that can optimize real-world production workflows.

Omniverse’s adoption in India signals the growing interest in advanced AI applications that go beyond conventional data processing. By enabling virtual simulations, Nvidia aims to offer Indian businesses tools to streamline operations and enhance productivity in manufacturing and logistics.

India’s AI Aspirations and Challenges

India aims to become a leader in AI development and exports, with both public and private sector investments supporting this vision. The government has allocated $1.25 billion to fund AI startups and projects, with a focus on building large language models for Indian languages. Nvidia’s partnerships with Indian companies are in line with this goal, as they focus on creating AI infrastructure within the country.

However, India still faces challenges in its semiconductor industry, which is essential for AI development. Setting up chip manufacturing facilities, known as fabs, requires significant investment, technical expertise, and time. Currently, India does not produce its own chips and relies on imports. While global chipmakers are investing in India, the country’s journey to build a self-reliant semiconductor industry is expected to be lengthy.

Jensen Huang noted that India’s contribution to Nvidia’s revenue is currently small, but he expressed optimism about its growth potential. Nvidia has established engineering and design centers in Indian cities such as Bengaluru and Hyderabad over the past two decades, indicating its long-term commitment to the market.