22/05/2026
India's AI compute demand could reach ~7GW by 2030 i.e. 30x today's capacity. And with hyperscalers expected to serve only ~50% of this demand, the remaining gap becomes India's sovereign AI opportunity.
That's the shift we have been building for.
Inference demand alone is projected to drive 90-95% of this compute growth.
Which means the future of AI won't just be defined by models; but by who builds the infrastructure capable of serving them at scale, efficiently and locally.
"India's AI moment will not be defined by demand alone, but by who builds the compute backbone to serve it." - Sharad Sanghi
We believe sovereign, inference-led AI infrastructure cannot be an afterthought. It has to be built early, deeply and at scale - on Indian terms.
If it's one report that capture the scale of the opportunity ahead, it's this one.
Deep dive and explore the report here: https://lnkd.in/grCA-UJn especially the insights on enterprise AI adoption, consumer behavior and India's emerging neocloud ecosystem.
