The global AI sector's "money-making" myth and infrastructure boom are happening in parallel. According to Qichacha citing the latest data from Wangjingshu, the valuation of AI giant OpenAI has surged by 70% in half a year, officially reaching a high of 850 billion US dollars. At the same time, India has also launched an epic AI computing power competition across the ocean.

OpenAI: A Double Surge in Valuation and Users

As a leader in the global AI field, OpenAI has demonstrated an extremely terrifying asset appreciation ability:

Capital Appreciation: In just half a year, its valuation jumped from the 500 billion US dollar level to 850 billion US dollars.

Growth Engine: The user base of ChatGPT continues to grow explosively. Notably, the Indian market has become an important growth engine, contributing a huge number of active users.

Indian Giants Join Forces: 1.45 Trillion Investment in AI Infrastructure

To move away from being merely an "application site," three major Indian conglomerates - Tata Group, Reliance Industries, and Adani Group - have joined forces to launch an infrastructure counterattack:

Spending Heavily: The three giants have collectively announced investments of approximately 210 billion US dollars (about 1.45 trillion Chinese yuan).

Core Objective: To build large-scale data center clusters driven by green energy, aiming to make India the global AI hub after Silicon Valley.

Strategic Advantage: India is trying to achieve a "cornering maneuver" in the AI era, leveraging its vast population dividend, the world's largest internet user base, and government support.

The Two Sides of the Coin: Hopes and Concerns Behind the Opportunity

Although the financing and investment figures are astonishing, India's AI dream still faces multiple challenges:

Supply Chain Bottlenecks: High-end GPUs (such as graphics processors) are highly dependent on imports and are easily affected by international supply chain fluctuations.

Energy Pressure: The operation of ultra-large data centers places almost strict requirements on power supply.

Industry Observation: