India’s AI infrastructure is getting support from U.S. investors and tech companies just as the world’s top tech leaders converge on New Delhi for one of the world’s biggest artificial intelligence summits.
black stone announced Monday that it is leading a $600 million equity investment in Indian cloud AI startup Neysa, while chip giant AMD announced an expanded partnership with the Mumbai-based company. Tata Consulting Services deploy up to 200 megawatts of AI infrastructure capacity in India.
Blackstone’s multi-million dollar commitment to Neysa will help deploy more than 20,000 GPUs for AI training in India, while AMD’s partnership with TCS aims to support India’s sovereign AI initiatives and accelerate enterprise deployments. Neysa’s investment includes participation from Teachers’ Venture Growth, TVS Capital, 360 ONE and Nexus, with the company also seeking an additional $600 million in debt financing.
The investments coincide with the five-day India AI Impact Summit which began on Monday. The event brings together global AI leaders including Sam Altman of OpenAI, Dario Amodei of Anthropic, Sundar Pichai of Google and Alexandr Wang of Meta, alongside political leaders such as French President Emmanuel Macron. More than 20 heads of state and government, as well as representatives from more than 60 countries, are expected at this gathering, including European AI figures such as Arthur Mensch, the French computer scientist who founded Mistral AI.
AI companies are also using the summit to highlight their growth beyond Western markets. This week, Anthropic announced that India has become the second largest market for its Claude AI platform, with annual revenue doubling since October 2025. Meanwhile, OpenAI CEO Sam Altman wrote in the Times of India: India now has 100 million people per weekThere are active ChatGPT users, making it the company’s second largest user base after the United States.
On Monday, Anthropic also announced the opening of its second Asian office in Bangalore, led by Managing Director Irina Ghose, focusing on recruiting local talent and helping Indian companies build Claude-based solutions. The company said its India team will offer applied AI expertise to enterprise customers, digital natives and startups, helping them design, build and scale Claude-based solutions tailored to their business needs.
India pushes for ‘AI Commons’
The Modi government plans to use the summit to promote a “global AI commons” – a shared repository of AI applications and use cases focused on education, health and agriculture that could be adopted by developing countries.
Abhishek Singh, Director General of Indian AI Mission, said The Financial Times that the country wants to ensure that AI capabilities and standards do not become “private infrastructure controlled by a few companies”, reflecting broader geopolitical concerns that AI development at the border is currently too concentrated in the United States and China.
India is well-positioned to take advantage of the AI boom and ranks third globally in AI competitiveness, behind the United States and China, according to Institute for Human-Centered AI at Stanford University. The country has been particularly successful in leveraging its digital infrastructure, including a biometric identification system covering more than a billion citizens, to accelerate technology adoption. Now, government officials believe AI could accelerate the nation’s technology development timelines even faster.