Everyone is looking for the next big AI bet. They’re searching for energy-rich places that can run data centers cheaply, for bottlenecks in the semiconductor supply chain that will earn massive profits, or for companies that might own the next breakout algorithm.
Usually, India doesn’t feature in these conversations. It isn’t going to be a chipmaking superpower any time soon. And, although a couple of big data-center projects have been announced, high energy costs and land scarcity limit its ambitions.
And yet India may be the biggest, safest bet in the age of artificial intelligence. Not because it will build the ...