India will be in near future making at AI chip sets — (GPUs) and other computing hardware. These are essential to create large scale computing. Currently, the US and China lead in computing infrastructure necessary for the development of AI technology. Nvidia, US-based, is the market leader with 88 per cent market share. And there is a lag of 12-18 months in getting GPUs from the company due to its high demand across the globe.

Several other organizations want to make GPUs, but their processing capacity is around 60 per cent of Nvidia’s. These organizations are also interested in scaling up. India has to start from ground zero. If the other organizations partner with India, together we will be able to make chips with processing capacity close to that of Nvidia’s over a period of time. It will be a win-win game for both sides.

The alliance with other firms could be on the basis of public-private partnership.

India will also start domestic manufacturing of printed circuit boards, production of telecom equipment and consumer electronics. Micron has decided to set up a local assembly, testing, marking and packaging plant. Going ahead, many more players will set up manufacturing facilities in India.