Group 1 - Yotta Data Services is constructing a $2 billion artificial intelligence hub utilizing Nvidia's chips, indicating a significant investment in AI infrastructure in India [1] - Demand for graphic processing units (GPUs) in India is currently exceeding supply, driven by the scaling of domestic AI models and a growing local user base [1] - India is currently behind the U.S. and China in developing a native AI foundational model and lacks substantial domestic AI infrastructure, but this situation is beginning to change [1] Group 2 - During the recent India AI summit, several Indian companies introduced early or limited versions of their AI models, including Sarvam AI's Indus chatbot [2] - Sarvam AI is gradually rolling out its Indus chatbot on limited compute capacity, with plans to expand access over time [2] - Most AI models launched at the summit were trained on Nvidia's GPUs located in Yotta's facilities, highlighting the reliance on Nvidia's technology for AI development in India [3] Group 3 - Yotta Data Services, which began sourcing Nvidia GPUs in 2023, now controls 60% to 70% of India's GPU capacity, showcasing its dominant position in the market [3] - The demand for GPUs is expected to increase not only from domestic AI companies but also from global AI firms as their user base in India grows [3]