There is a strong link between AI infrastructure and semiconductor chips
Artificial Intelligence
M
Moneycontrol21-01-2026, 12:04

India's AI Future Hinges on Robust Backend Infrastructure, Not Just Apps

  • India's AI destiny depends on building strong backend infrastructure like sovereign cloud architectures, orbital computing arrays, and domain-specific edge silicon.
  • Current AI applications are often 'thin wrappers' lacking defensible intellectual property, making them vulnerable to foundational model providers.
  • India is the world's largest data producer but relies heavily on foreign infrastructure, leading to strategic vulnerability and 'cloud tax'.
  • Companies like Kluisz.ai, TakeMe2Space, and Netrasemi are building indigenous solutions for cloud data, orbital data centers, and edge AI chips respectively.
  • Investing in backend infrastructure is a long-term strategy for India's digital sovereignty and economic resilience, akin to the 'picks and shovels' philosophy during a gold rush.

Why It Matters: India must prioritize building indigenous AI backend infrastructure for digital sovereignty and economic resilience.

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