TLDR
- Nvidia is a key player in India’s $1 billion IndiaAI Mission, providing GPUs for the nation’s data centers.
- Partnerships with Yotta, L&T, and E2E Networks are in place, with India aiming for over 100,000 GPUs by the end of 2026.
- More than 4,000 Indian AI startups have joined Nvidia’s Inception program.
- Nvidia is re-entering the consumer PC market with new chips for laptops from Dell and Lenovo.
- These PC chips are being developed through collaborations with Intel and MediaTek, utilizing Arm architecture.
Nvidia is simultaneously pursuing two significant initiatives, both warranting close attention.
The first involves a substantial commitment to India’s national AI infrastructure, while the second marks a return to the consumer PC market with new system-on-a-chip processors. Collectively, these efforts outline potential avenues for Nvidia’s future growth as the initial phase of U.S. cloud buildouts reaches maturity.
India’s government has allocated over $1 billion to its IndiaAI Mission, with the objective of processing the country’s AI workloads primarily on domestically controlled infrastructure rather than foreign cloud services.
Nvidia is central to this national strategy.
The company is supplying GPU systems to Indian cloud providers including Yotta, L&T, and E2E Networks. Yotta, for instance, has committed $2 billion to deploy over 20,000 Nvidia Blackwell Ultra GPUs at its Greater Noida facility, which will host one of Asia’s largest Nvidia DGX Cloud clusters.
L&T is involved in constructing gigawatt-scale sovereign AI factory infrastructure in Chennai and Mumbai. E2E Networks is enhancing compute capacity as part of India’s national cloud program.
India’s Sovereign AI Push
Nvidia’s involvement in India extends beyond hardware sales. The company is collaborating with Indian agencies to develop sovereign language models tailored to local languages, regulations, and policy objectives.
Its Nemotron-Personas-India dataset comprises 21 million synthetic Indic personas derived from public census data, designed to support population-scale AI development.
The government-backed BharatGen initiative has created a 17-billion-parameter model focused on agriculture, public services, and cultural preservation. The National Payments Corporation of India is also exploring Nvidia-based models for its UPI financial network.
Over 4,000 Indian AI startups have joined Nvidia’s Inception program, which provides access to discounted hardware, training, and go-to-market support. India is projected to surpass 100,000 GPUs by the end of 2026, nearly tripling its current capacity.
Back in the PC Game
On the consumer front, Nvidia is re-entering the laptop market with a new system-on-a-chip design. PCs equipped with this new chip are anticipated from Dell and Lenovo in the first half of this year.
Nvidia has two chip collaborations underway. One involves Intel, integrating Intel CPUs with Nvidia’s graphics and AI technology. The other is with Taiwan’s MediaTek, utilizing Arm architecture, similar to the approach used in most smartphones.
CEO Jensen Huang has cited the approximately 150 million laptops sold annually as sufficient justification to compete in this market. He described the chip as “low power but very powerful.”
The objective is to create thinner, lighter laptops with extended battery life, directly challenging Apple’s MacBook lineup that uses its proprietary in-house chips.
A potential challenge exists: the Arm architecture has previously caused issues for gamers. When Microsoft launched AI PCs using Qualcomm’s Arm-based chips in 2024, many users encountered compatibility problems with popular games. Nvidia will need to address this concern.
Analysts suggest that pricing will also be a critical factor. Jason Tsai, deputy director at Digitimes, indicated that the chips must enable PC prices within the $1,000–$1,500 range to avoid the products remaining niche.
Nvidia’s PC processors have previously powered devices such as the Nintendo Switch and early Microsoft Surface tablets. The company is now betting on its ability to re-establish this technology in the mainstream market.
The first PCs featuring Nvidia’s MediaTek chip are expected to be available in the first half of 2026.
