India Missed Out on AI and Now Its Run as Market Darling May Be Over
India's tech narrative is pivoting away from AI leadership as geopolitical tensions, talent drain to the US, and limited homegrown foundation model investment weaken its competitive position in the AI race.
The shift reshapes investor sentiment on India-listed tech stocks and shifts capex assumptions in datacenter and semiconductor services away from Indian players toward APAC hubs aligned with US supply-chain policy.