India can’t build the next Nvidia now but it can become the place Nvidia needs next

Just last year, Nvidia CEO Jensen Huang sat across from Mukesh Ambani at the company’s first-ever AI summit in India.

Dressed in his trademark black leather jacket, Huang addressed a packed room of tech founders, policymakers, and academics. He made a bold prediction: India, long known for exporting software, will soon be exporting AI.

But this wasn’t just another keynote. It was a power play.

At the same event, Nvidia and Reliance announced a major partnership to build AI infrastructure in India -- everything from data centers to foundational models. And Reliance wasn’t alone. Nvidia also inked deals with Infosys, Tata, Tech Mahindra, and Flipkart.

This episode dives into why Nvidia is betting big on India, how that fits into India’s own messy AI ambitions, and what’s really at stake when a $4 trillion company becomes a country’s AI backbone.

Tune in. 

*Correction: In the episode, it was mentioned that TCS has 50,000 AI-trained engineers. We’d like to clarify that the accurate figure is that over 1,14,000 TCS associates have been trained in higher-order AI skills.