GLOSSARY: Jio Moment for Indian Hyperscalers?

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By AMIT RAJA NAIK

Thursday, Feb 8, 2024 | Was this email forwarded to you? Sign up here

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Challenging times loom for AWS, Microsoft Azure, and Google Cloud as companies like Yotta Data Services, E2E Networks, and giants such as Adani, Tata, Reliance, and now Lenovo, are aggressively expanding hyperscale capacity in the country. This growth is supported by government initiatives, alongside evolving data security regulations.

All these developments mirror Jio's democratisation of the telecom sector, positioning India to lead the global hyperscale and AI landscape.

According to a report by Synergy Research Group, the capacity for hyperscale data centres will almost triple in six years. India, too, is witnessing a growth in the hyperscale landscape. Yotta Data Services, which is a part of the Hiranandani Group, plans to install 16,384 GPUs by mid-2024 and 32,768 GPUs by the end of 2025. Older players, like the NSE-listed E2E Networks, have also been extending their footprint in the country.

Moreover, heavyweights like Adani, Tata and Reliance too are swiftly moving ahead in this space. Last year, Tata Communications entered into a partnership with NVIDIA, the largest GPU maker, to develop a hyperscale infrastructure. Reliance and Adani, too, are rapidly expanding their presence in the data centre space.

Lenovo, acting as a data centre enabler, is planning to bolster its business in India via a revised PLI scheme for IT hardware in an attempt to overthrow cloud majors. “We actually partnered with the Indian-based Next Wave cloud service providers,” said Amit Luthra – MD India – Lenovo ISG, in an exclusive interview with AIM, sharing its commitment to local production.

The market in itself is growing rapidly, presenting an opportunity for a new hyperscaler to emerge from India. However, the hyperscale market is still dominated by the big three – AWS, Microsoft Azure and Google Cloud – holding over 60% market share.

This could change significantly in the coming years. Read the full story here.

Apna Time ‘AI-ga’

Microsoft chief Satya Nadella is currently on his trip to India, and plans to engage with promising AI startups. Nadella has high hopes for the country in terms of its potential contribution to the development of AI. A week ago, Google hosted its first-ever Research@ Bangalore event, bringing together leading researchers, developers, and startups.

Jeff Dean, chief scientist of Google DeepMind and Google Research, attended the event in person, along with several other Google leaders, to discuss the future of AI and its implications in India.

But, why now? Read the full story to find out.

Synapsing AI and Neurosurgery

Bengaluru-based BrainSightAI is one of the hottest AI startups in India. The company leverages AI and machine learning to map the human brain, aiding thousands of clinicians across the country, including neurosurgeons, psychiatrists, and neurologists.

This innovation enhances treatment and surgery options and facilitates the early detection of neurological disorders such as epilepsy, multiple sclerosis, and Parkinson’s disease.

Get to know more about BrainSightAI here.

Must-Attend AI Conferences in India

AI adoption is happening across industries at an insane pace. In India, it is accelerating much faster than imagined – almost on par with the US and China. The need for high-quality content and democratised (open) events has become the need of the hour. AIM has curated a list of all the must-attend AI conferences happening this year in India.

Check out the list here.