Just starting.

"Google is set to invest a staggering $6 billion in a 1-GW data center in Andhra Pradesh." "Notably, $2 billion of this investment is earmarked for developing renewable energy capacity to power the center." Sify is also setting up a center in Andhra Pradesh which "involves an investment of $1.9 billion for a 550 MW data center." "Today, we are announcing a landmark commitment: our largest investment in India to date totaling approximately $15 billion over the next five years (2026-2030)." "This AI hub is a multi-faceted investment combining powerful gigawatt scale data center operations, new large scale energy sources and an expanded fiber-optic network." blog.google. Not to be left behind, "Reliance Industries plans to set up a 1-gigawatt AI data center in India's Andhra Pradesh" and "Reliance's planned data center will operate as a twin to its gigawatt-scale data center in Jamnagar city in Gujarat state." Reuters. "Amazon.com Inc has pledged to invest $35 billion in India over the next five years (over and above the $40 that it has already put into the country)," while "Microsoft will invest $17.5 billion in India, its chief executive Satya Nadella said." ET. "From cloud to search and messaging to social media, we remain tethered to US platforms. All our data sits in the cloud and with our vendors. On the hardware side - servers, laptops, networking gear and semi-conductors - we are reliant on China." "Between 2013 and 2024, private AI investment in the US totaled $471 billion. China committed $119 billion. India's figure was $11.3 billion." "Home to about a billion digitally connected citizens, India cannot afford to be a digital colony," wrote Ajai Chowdhry. Google has recently thrown two 'firebombs', wrote Nilesh Jasani. The first "was its seamless integration of Gemini with its existing services," like Search, Android and Gmail. This competes with OpenAI's ChatGPT (wikipedia). The second is its own chip which "boasts 4,614 T-flops of peak compute power and 192GB of high-bandwidth memory." This is a direct challenge for Nvidia. Meta intends to use Google's chips in its Data centers in 2027 and "Waymo, Alphabet's driverless car unit, is coming to several new cities and just added freeway driving to its taxi service, a feat made possible by the company's enormous research and investment." ET. India is way behind. And yet, "In 1950 - decades before the world woke up to rare earths - India set up Indian Rare Earths Ltd (IREL) to mine and process these strategic minerals." "IREL should have been India's spearhead," but "is a laggard, hobbled by stalled mines, dated technology and a half- vacant board." TOI. We are laggard, starting from scratch. They are bombing head. Can we catch them?