India's AI Strategy Faces Significant Challenges Amid U.S. Restrictions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 22 hours ago
0mins
Source: CNBC
- AI Dependency Exposed: With 41% of Indian workers using AI nearly every day, compared to 26% in China and 19% in the U.S., the lack of a sovereign AI infrastructure highlights India's reliance on foreign technology, which undermines its competitive position in the global AI landscape.
- Insufficient Investment: Although Indian startups raised $10.5 billion last year, most funding went to enterprise applications, retail, and fintech, leaving deep-tech companies underfunded and limiting their capacity for technological innovation and development.
- Computing Power Gap: India still lags behind the U.S. and China in producing cutting-edge chips and frontier-scale foundational models, with government initiatives underway to address these issues, yet experts warn that these efforts may be too little, too late to meet market demands.
- Calls for Government Action: Prominent investors are urging the Indian government to increase investment in sovereign AI to tackle the shortages of capital and computing power, stressing that without strong measures, India's competitiveness in the global AI arena will be severely jeopardized.
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Analyst Views on TSM
Wall Street analysts forecast TSM stock price to fall
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 432.150
Low
63.24
Averages
313.46
High
390.00
Current: 432.150
Low
63.24
Averages
313.46
High
390.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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