AI investments surge in India as tech leaders convene for Delhi summit

India’s AI infrastructure is getting a boost from American investors and tech firms just as the world’s leading technology executives converge on New Delhi for one of the largest artificial intelligence summits in the world.

Blackstone announced on Monday it was leading a $600 million equity investment in Indian AI cloud startup Neysa, while chip giant AMD announced an expanded partnership with Mumbai-based Tata Consultancy Services to deploy up to 200 megawatts of AI infrastructure capacity in India.

Blackstone’s multi-million-dollar commitment to Neysa will help deploy more than 20,000 GPUs for AI training in India, while AMD’s partnership with TCS aims to support India’s sovereign AI initiatives and accelerate enterprise deployments. The Neysa investment includes participation from Teachers’ Venture Growth, TVS Capital, 360 ONE, and Nexus, with the company also seeking an additional $600 million in debt financing.

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The investments coincide with the five-day India AI Impact Summit that kicked off on Monday. The event features global AI leaders, including OpenAI’s Sam Altman, Anthropic’s Dario Amodei, Google’s Sundar Pichai, and Meta’s Alexandr Wang, alongside political leaders such as French President Emmanuel Macron. More than 20 heads of state and government, along with representatives from over 60 countries, are expected to attend the gathering, including notable European AI figures like Arthur Mensch, the French computer scientist who founded Mistral AI.

AI companies are also using the summit to emphasize their growth beyond Western markets. This week, Anthropic announced that India has become the second-largest market for its Claude AI platform, with run-rate revenue doubling since October 2025. Meanwhile, OpenAI CEO Sam Altman wrote in the Times of India that India now has 100 million weekly active ChatGPT users, making it the company’s second-largest user base after the United States.

On Monday, Anthropic also announced it had opened its second Asian office in Bengaluru, led by Managing Director Irina Ghose, focusing on hiring local talent and helping Indian enterprises build Claude-powered solutions. The company said its India team will offer applied AI expertise to enterprise customers, digital natives, and startups, helping them design, build, and scale Claude-powered solutions tailored to their business needs.

India pushes for “AI Commons”

The Modi government plans to use the summit to push for a “global AI commons”—a shared repository of AI applications and use cases focused on education, health, and agriculture that could be adopted by developing nations.

Abhishek Singh, chief executive of India’s AI mission, told The Financial Times that the country wants to ensure AI capabilities and standards don’t become “private infrastructure controlled by a few companies,” reflecting broader geopolitical concerns that frontier AI development is currently too concentrated in the U.S. and China.

India is well placed to capitalize on the AI boom and ranks third globally in AI competitiveness, trailing only the U.S. and China, according to Stanford University’s Institute for Human-Centered AI. The country has been particularly successful in leveraging its digital infrastructure—including a biometric ID system covering over a billion citizens—to rapidly scale technology adoption. Now, government officials believe AI could accelerate the nation’s technological development timelines even faster.

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