Connect | India // Major Panel: Sovereign AI - What does it mean for India’s digital infrastructure?

India’s ambition to develop sovereign AI is reshaping how policymakers, investors and operators think about digital infrastructure. Sovereignty is no longer framed solely around data localisation. It increasingly raises questions about who owns and controls compute, where AI models are trained, how energy and cloud infrastructure are structured, and how economic value is retained within national borders. For the data centre ecosystem, these choices will influence site selection, capital deployment, hyperscaler partnerships and long-term competitive positioning. This session will examine what sovereign AI demands from India’s infrastructure layer, including:

• What sovereignty means in infrastructure terms beyond data residency
• Whether domestic ownership of land, power, GPUs and foundational AI systems is becoming strategic
• How global hyperscalers and Indian operators can structure partnerships without compromising control
• The policy and regulatory signals shaping AI campus development
• How India can retain economic value while scaling AI infrastructure at global speed