India’s AI Pivot: Owning the Application Layer in the Global AI Race
A strategic recalibration is underway in India’s technology ecosystem. Having largely missed the first wave of the global AI revolution—dominated by semiconductor hardware, cloud infrastructure, and foundational large language models (LLMs)—India is now decisively capturing the second wave: AI-led applications and enterprise tools. This isn’t a story of playing catch-up; it’s a calculated embrace of India’s inherent strengths, positioning the nation to become the global hub for practical, scalable, and profitable AI solutions.
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