As India positions itself as an emerging global artificial intelligence (AI) data hub with major investments on the agenda, tech giant Nvidia has announced a number of partnerships covering what the company calls a five-layer AI cake. At the India AI Impact Summit 2026, Vishal Dhupar, managing director for South Asia at Nvidia, described the underlying AI infrastructure as “just as electricity or the internet was in previous generations.”
Nvidia’s three-pronged focus on India is defined by investments in the country’s AI mission, which includes expanding infrastructure as well as developing frontier models. Second, Nvidia is championing its Nemotron foundational models, as well as its enterprise AI software, as the foundation for effective, generative AI in enterprises across contact centers, healthcare, software development, and communications. Finally, Nvidia is collaborating with India’s largest manufacturers to build AI factories using Nvidia AI hardware.
Nvidia’s investments in India are set to be defined by a number of partnerships that are “across the pie”, as Dhupar calls them, covering compute infrastructure, open models, and AI agents for enterprise and manufacturing. This comes as Ashwini Vaishnao, Union Minister for Electronics and IT, once again emphasized at the summit that, as part of the government’s AI 2.0 mission, there will be a need to equip significant infrastructure for sovereign models.
Nvidia has existing partnerships with Yotta, Larsen & Toubro, and E2E Networks for AI infrastructure projects, or large AI factories that drive innovation from India. “Yotta is leveraging its Shakti cloud powered by over 20,000 Nvidia Blackwell Ultra GPUs. This provides a sovereign, large-scale AI infrastructure for the nation,” says Dobar. It also details L&T’s plans to set up a new gigawatt AI factory infrastructure, with the roadmap including expansion in Chennai and a new facility in Mumbai. E2E Networks is building the Nvidia Blackwell cluster.
“These developments will help our researchers, startups and institutions build AI models for India and the world,” says Dubar, noting that these models provide a starting point for developing sovereign AI within the country.
Crucial to Nvidia’s infrastructure push in India will be the company’s open Nemotron models, which are already being used by Indian AI developers including Sarvam, BharatGen and Chariot. Nvidia insists that Nemotron is not just a model or set of models (it scores well in biomedical AI, climate, agent AI, and autonomous systems benchmarks), but a complete toolkit containing datasets, libraries, and everything needed to build agent AI.
“Nemotron covers a wide range of capabilities, from vision and speech to document understanding and safety. We recently released Nvidia Nemotron 3 Nano, a highly efficient language model. Model builders can use these open tools to create their own sovereign AI models,” he says, emphasizing that following the success of Nemotron 3 Nano, larger versions called Super and Ultra will be available soon.
It is estimated that India’s technology industry will generate revenues of $350 billion by 2030, with up to $134 billion in investments earmarked for expanding manufacturing capacity across the automotive, renewable energy, construction and robotics industries. Nvidia says it is collaborating with brands across these industries, including Tata Group, Tata Motors, Torrent Power, Havells and Power Grid Corporation of India, to deploy its CUDA-X libraries for high-performance computing, Nvidia AI for enterprise, and the Omniverse open platform for complex workflows.
Nvidia confirms that as many as 800,000 developers in India are part of its developer program, while more than 4,000 startups have been listed as part of the country’s Inception initiative.
