India Plans to Build Large-Scale AI Hardware Infrastructure


As AI becomes an essential tool for enterprises, building dedicated computing infrastructure has become a trend. More and more companies are choosing to build their own local AI workstations instead of relying on cloud-based APIs, mainly due to considerations of data security, cost control, and business stability. The initial investment in self-built hardware can typically be recouped within 1.5 to 2.5 years, showing significant economic advantages. Enterprises need to match different scales of computing solutions based on the complexity of their tasks.
OpenAI has issued a proposal solicitation aimed at enhancing the United States' domestic AI hardware production capabilities to address global AI competition. The company emphasized that the AI ecosystem relies not only on high-performance chips but also on complex physical hardware. To this end, OpenAI is recruiting U.S.-based manufacturers and suppliers to provide key infrastructure components, ranging from core computing hardware to data center cooling systems.
Global spending on generative AI is expected to reach $70 billion by 2030, driven mainly by AI hardware upgrades and the popularity of application software. Personal devices such as smartphones are currently the main areas of market spending.
Microsoft plans to invest $17.5 billion in India over four years to expand AI and cloud computing, including new data centers, AI facilities, and digital skills training, aiming to help India become a global tech hub. This marks Microsoft's largest investment in Asia, targeting India's vast internet user market.....
OpenAI collaborates with former Apple designer Jony Ive to launch its first AI hardware prototype: credit card-sized, screenless design, equipped with microphones and cameras to sense the environment in real-time, processing information through local AI. The first prototypes are finalized, with mass production expected within two years.