LSN News › India

Business · India Bureau

India must chart own AI course with strategic investment, infrastructure

Rather than competing directly with the US and China, India should leverage its unique strengths to establish a distinctive position in artificial intelligence, experts suggest. Strategic public investment and robust infrastructure development will be critical to realizing this potential.

LSN India · 5 November 2026

India must chart own AI course with strategic investment, infrastructure

India's path to artificial intelligence leadership lies not in replicating the competitive strategies of established tech powers, but in identifying and developing capabilities that set it apart in the global AI landscape.

Analysts point out that direct competition with the United States and China in AI development may not represent the most efficient use of India's resources and strengths. Instead, the nation should focus on creating what strategists term a "blue ocean"—an uncontested market space where India can establish distinctive advantages without head-to-head rivalry with existing leaders.

Achieving this vision will require sustained, targeted investment from both government and private sectors. Public infrastructure development emerges as a cornerstone requirement, including investments in computing facilities, research institutions, and digital connectivity that can support AI innovation across the country. Such foundational work would enable Indian researchers and entrepreneurs to develop applications and solutions tailored to local and regional contexts.

Experts emphasize that India's demographic profile, technological talent pool, and large markets for AI applications position the nation uniquely. By aligning investment priorities with these inherent advantages, India can potentially lead in specific AI domains rather than attempting comprehensive competition across all segments. This focused approach could yield both economic returns and solutions addressing India's development challenges.