Vishal Dhupar, Nvidia's Managing Director for South Asia, emphasized the transformative potential of the Indian government's ₹10,372 crore AI program during his address at the Startup Mahakumbh event on Monday. According to Dhupar, alongside the concerted efforts from businesses to repurpose data centres into compute units, India stands poised to emerge as the "AI factory of the world."
Dhupar highlighted the significance of converting data centers into compute units, asserting that this transition will yield intelligence, akin to the process of generating electricity from water in the past.
He underscored the opportunity for India to lead the global AI landscape, leveraging the massive investment under the IndiaAI program, which aims to establish a public AI computing infrastructure with over 10,000 GPUs through public-private partnerships.
Currently, AI research in India constitutes a mere sub-2% share, a stark contrast to China and the US, which collectively command around 58-59% of global AI research. Dhupar emphasized the critical role of infrastructure, citing the disparity in research spending relative to GDP between India, the US, and China.
In addition to government initiatives, Nvidia has been actively collaborating with Indian enterprises to drive AI innovation. Notably, the partnership with Mumbai-based Yotta Data Services, which has acquired 16,000 GPUs, signifies a significant stride in this direction. Dhupar lauded Yotta's initiative, highlighting the imminent establishment of a cutting-edge data centre utilizing the same architecture employed by Nvidia's engineers.
Nvidia's dominant position in the GPU market, commanding an 88% share, underscores the company's pivotal role in facilitating AI-driven advancements.
However, the high global demand for GPUs has resulted in a delay of 12-18 months in procurement, posing a challenge for businesses seeking to leverage Nvidia's technology.