•IndiaAI Mission faces scrutiny due to geopolitical tensions and overseas cloud disruptions impacting AI infrastructure.
•Recent AWS outage in UAE highlights vulnerability of cross-border compute supply chains, potentially increasing GPU demand and prices.
•Subsidized access to compute under IndiaAI competes with higher international commercial returns for Nvidia's H200 accelerators.
•Industry executives warn of misaligned incentives, as GPUs can fetch significantly more internationally than through IndiaAI.
•Concerns also arise over disaster recovery preparedness and India's reliance on overseas hyperscalers, pushing for sovereign cognitive infrastructure.
