India's Full-Stack AI Strategy Aims for Global Tech Leadership

India has unveiled a comprehensive national AI strategy to build a complete, sovereign technology ecosystem. The plan spans five layers: AI-enabled IT services, India-specific large language models, domestic semiconductor manufacturing, massive infrastructure investment, and enabling energy and telecom networks. This approach aims to transition the country from a digital services provider to a creator of foundational AI technologies. The strategy is designed to ensure India competes in the global tech race through localisation, affordability, and data sovereignty.

Key Points: India's Full-Stack AI Roadmap for Global Tech Race

  • Pivot to AI-led IT services
  • Sovereign LLMs for Indian languages
  • Domestic semiconductor fabrication
  • Massive infrastructure investment
  • Energy & telecom backbone
3 min read

India charts full-stack AI strategy to compete in global tech race: Report

India unveils a sovereign AI strategy across applications, models, chips, infrastructure, and energy to become a creator, not just a consumer, of foundational tech.

"frugal, sovereign and scalable ecosystem - Union Minister Ashwini Vaishnaw"

New Delhi, February 18

India has unveiled an ambitious, full-stack artificial intelligence roadmap that positions the country as a serious contender in the next phase of the global technology race, with parallel progress across five strategic layers- applications, models, chips, infrastructure and energy, noted a report by Ventura.

The report says, speaking at the AI Impact Summit 2026, Union Minister Ashwini Vaishnaw outlined what he termed a "whole-of-nation" approach to AI, aimed at building a "frugal, sovereign and scalable" ecosystem. The strategy seeks to ensure that India is not merely a consumer of global AI systems but a creator of foundational technologies.

At the services layer, India's IT majors are pivoting from traditional software maintenance to AI-led delivery models. Companies such as TCS, Infosys, Wipro and HCLTech are embedding generative AI and agentic workflows into enterprise offerings, collectively reskilling over a million employees to align with AI-as-a-Service (AIaaS) opportunities. This transition is expected to redefine India's global IT export profile over the next decade.

On the model layer, India is backing sovereign large language models (LLMs) tailored to multilingual and India-specific use cases. The government-backed BharatGen Param2 (17B) model, launched at the summit, is designed to support 22 Indian languages and multimodal capabilities. Indigenous platforms such as Sarvam AI and Krutrim are focusing on Indic language optimisation, document intelligence and cost-efficient inference, positioning themselves as viable alternatives for domestic enterprise and public sector adoption. While global models such as ChatGPT and Gemini retain scale advantages, Indian models aim to compete on localisation, affordability and data sovereignty.

The semiconductor layer marks a structural shift from design services to fabrication and packaging. Under the Semicon 2.0 mission, India is advancing both chip design and manufacturing capacity. Projects led by Tata Electronics, Micron Technology and CG Power and Industrial Solutions are expected to see commercial production beginning in 2026, with nearly 10 facilities in progress across states. The strategy aims to evolve from 28nm nodes toward advanced manufacturing while deepening domestic IP creation.

On infrastructure, India has outlined a projected investment pipeline of nearly USD 200 billion through 2030. Data centres alone account for over USD 100 billion in planned investments, with players such as AdaniConnex, Reliance Industries and Yotta Infrastructure expanding AI-focused capacity. Additionally, under the IndiaAI Mission, the government is procuring over 10,000 high-end GPUs to offer subsidised compute access to startups and researchers.

Energy and telecom form the enabling backbone, with 5G and future 6G rollouts supporting real-time AI applications across India's vast digital base.

With sovereign models, domestic chip capacity and AI-native IT services converging, India's strategy signals a transition from digital services powerhouse to end-to-end AI ecosystem builder.

- ANI

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Reader Comments

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Priya S
Ambitious plans are good, but execution is key. We've seen big announcements before. I hope the subsidised GPU access for startups actually reaches them without red tape. The reskilling of a million IT employees is a massive challenge, but if done right, it can secure our IT dominance.
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Vikram M
Finally! Moving from software services to creating foundational tech. The semiconductor fabrication push is a game-changer. We can't just design chips for others forever. Tata and Micron setting up shop here is a big vote of confidence. 🚀
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Sarah B
As someone working in tech, the scale of reskilling needed is daunting but exciting. The shift to AIaaS is inevitable. Hoping companies provide proper support and training, not just expect employees to figure it out. The 10,000 GPUs for researchers is a fantastic initiative.
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Rohit P
BharatGen supporting 22 Indian languages is what true "Digital India" means. AI that understands Hindi, Tamil, Bengali, Marathi... this will revolutionize education, agriculture, and governance in rural areas. More power to Sarvam and Krutrim!
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Karthik V
The $200 billion infrastructure number is staggering. Data centres, 5G/6G, energy... it's a huge bet. We need to ensure this doesn't lead to a digital divide. AI benefits must percolate down to small towns and villages, not just remain in metro IT parks.

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