Written By Puja Bhardwaj
Today, India’s deep-tech and semiconductor industry is no longer driven by just startup ventures or subsidy-led innovation but by collaborative efforts by the government, corporations and people to build end-to-end technological capability. The focus has expanded from software-only to strategic domains like semiconductors, AI and advanced manufacturing, where scale, skills and supply chains are equally important as capital. The latest policy changes move toward consumption-led digitisation to production-linked, capability-centric growth.
Bastion Research revealed, “India’s semiconductor goals mirror Taiwan and South Korea’s journeys in the 1970s-1990s. By mastering mature-node manufacturing, India aims to fulfil domestic demand and become vital to the global chip supply chain.”
Further, India’s giant brands like L&T and the Adani Group are moving to grab the opportunities as businesses align themselves with disruptors. Here is the complete overview:
India’s Giants: Reshaping the Global Supply Chain
In a revolutionary statement, the Adani Group announces a USD 100 billion investment for establishing renewable-energy-powered, hyperscale AI-ready data centres by 2035. This will be a long-term sovereign energy and computing platform; it will empower the country’s transformation through cutting-edge digital infrastructure and prepare India for the upcoming intelligence Revolution.
The report says this investment will spur an additional $150 billion into related sectors like server manufacturing and sovereign cloud platforms, building a $250 billion AI infrastructure ecosystem.
Another giant company, L&T, collaborates with NVIDIA to build large-scale AI infrastructure.
Indian infrastructure giant L&T (Larsen & Toubro) has partnered with US chipmaker NVIDIA to establish and grow an AI data centre infrastructure. It was announced on the third day of the India AI Impact Summit 2026. The venture will come under the India AI Mission.
Under the tie-up, L&T will combine its engineering and infrastructure power with NVIDIA’s AI stack, such as GPUs, CPUs, networking, and accelerated storage platforms, to facilitate the large-scale AI adoption across varied industries.
L&T will scale NVIDIA GPU cluster deployments at the data centre to up to 30 MW capacity. The proposed “AI factory” will work as an “AI-ready” data centre. The infrastructure will support large-scale AI workloads across manufacturing, infrastructure, energy, financial services, healthcare and other sectors. It will also empower sovereign AI capabilities, enabling the development of critical data and AI models within India.
Besides big names, India’s startups are thriving across AI, semiconductors, EV, and digital finance and empower the country. The latest investment insights in these startups include:
- Ashish Kacholia made the investment of $10 million in semiconductor startup Vervesemi.
- India’s Earth Fund invests ₹20 crore in Truboard for accelerating AI-based asset management.
- Qualcomm to invest $150 million to boost India’s AI startup ecosystem.
- CraftifAI gets the funding of $3 million for automating IoT software development.
- Statiq gets funding of $18 million for EV charging infrastructure enhancement.
These were some of the latest investments and collaborations to better understand the ongoing movement toward deep tech, semiconductors, and green energy to strengthen global supply chain resilience.
The Major Obstacles
Challenges are a part of every process. As published in The Sunday Guardian, “Rome wasn’t built in a day—and neither are world-class chip industries. Setting up a semiconductor fab requires a lot of money to invest, a skilled workforce, reliable infrastructure, and a robust ecosystem of suppliers and partners.
It is just beginning, but the road ahead will not be smooth. As the examples of Taiwan and South Korea show, India’s AI revolution requires patient, strategic investment in transformative ways.
Wrapping Up…
The founders and semiconductor endeavours in India will go through daunting odds, but they will also bet on something bigger. With the right support, vision, and dedication, India can become not just a consumer of global technology but a creator and exporter. In the near future, if all the initiatives go well, the country’s economy will reach another level for future generations.
