Whalesbook
Desh ne AI ki duniya mein ek dum zabardast move liya hai! Ek 5-saal ka MoU sign hua hai jismein Larsen & Toubro Semiconductor Technologies (LTSCT), Larsen & Toubro-Vyoma, aur BharatGen Technology Foundation milkar India ka apna national AI computing platform bana rahe hain. Aim yehi hai ki humara desh khud ke banaye chips, AI models, aur data center tech istemaal kare, taaki foreign tech par dependence kam ho, data security badhe, aur humara apna AI development ho sake.
LTSCT banaayega custom AI chips jo khaas taur par national AI tasks jaise large language models (LLMs) ke liye optimized honge. Ye chips energy efficient aur fast hongi, jo bade AI operations ke liye zaroori hai. L&T-Vyoma apna bada data center capacity dega, jismein Kanchipuram, Tamil Nadu mein ready 30 MW ka data center bhi shamil hai, jo AI ke liye fully equipped hoga. Ye computing power provide karega. BharatGen Technology Foundation, jisko Ministry of Electronics and Information Technology (MeitY) aur IndiaAI Mission ka support hai, woh important AI tasks define karega aur models ko optimize karega. BharatGen ko national AI models develop aur deploy karne ki permission mil gayi hai.
Abhi poori duniya mein AI chip market bohot bada hone wala hai. Estimates hain ki 2035 tak ye $1.1 trillion tak pahunch jayega, jo 2025 ke $58.2 billion se kaafi zyada hai. Yani, har saal lagbhag 33.9% ki growth. Is market mein abhi NVIDIA (jiska 2025 mein 32.4% share hoga), Intel, AMD, Qualcomm jaise players dominant hain. India bhi AI infrastructure mein paisa laga raha hai, $200 billion se zyada ka collective spending ho sakta hai, jismein Reliance aur Adani bhi shamil hain. Lekin poori tarah AI mein self-reliant banna ek tough challenge hai, kyuki supply chains mein kai bottlenecks hain.
Apna AI future build karna achha hai, par mushkilein bhi kam nahi hain. Custom AI chips aur advanced models banane mein bohot bada investment aur saalon ki research lagti hai, jismein global leaders kaafi aage hain. Poori independence ka matlab ho sakta hai alag-alag systems aur zyada kharcha, aur global competition mein piche rehne ka risk. India ka 30 MW data center achha hai, par global projects ke saamne comparison karna padega. Reliance ke $110 billion wale plans bhi hain.
Ab L&T ke liye risk dekhte hain: LTSCT abhi semiconductor design mein naya hai aur ye ek tough field hai. L&T (parent company) ke stock ko 19% overvalued bhi kaha ja raha hai. Aur LTSCT ka revenue March 2025 tak sirf $41,000 tha, matlab ye bilkul shuruati stage mein hai. Semiconductor industry global hai, supply chains ko avoid karna mushkil hai. Agar domestic models aur hardware perform nahi karte ya widely adopt nahi hote, toh investment waste ho sakti hai.
Par yeh partnership India ke AI ambitions ke liye ek zaroori step hai. Is national AI computing platform ki success government support, smooth execution, continuous innovation, aur affordable solutions par depend karegi jo global level par compete kar sakein. Aim toh India ko AI mein ek bada player banane ka hai, par safar mushkil hai.