OpenAI, Anthropic Open India Offices at AI Summit
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- India's government earmarked $1.1 billion for a state-backed VC fund targeting AI and advanced manufacturing startups, while tech minister Ashwini Vaishnaw said the country is courting over $200 billion in AI infrastructure investment within two years.
- OpenAI announced two new India offices in Bengaluru and Mumbai, a partnership with Tata to deploy 100 megawatts of compute scaling to 1 gigawatt, and CEO Sam Altman's claim that India now has 100M+ weekly active ChatGPT users (second only to the U.S.), with 18- to 24-year-olds driving nearly 50% of usage.
- Anthropic is opening its first India office in Bengaluru and partnering with Infosys to deploy Claude models starting in telecom with a dedicated Center of Excellence; the company called India its second-biggest Claude market after the U.S.
- Blackstone acquired a majority stake in Indian AI startup Neysa as part of a $600 million equity raise alongside Teachers' Venture Growth, TVS Capital, 360 ONE Asset, and Nexus, with plans to raise another $600M in debt and deploy more than 20,000 GPUs.
- Adani committed $100 billion by 2035 to build renewable-powered AI data centers in India, projecting an additional $150 billion in supply chain investment across server manufacturing, electrical infrastructure, and sovereign cloud.
- Vinod Khosla warned that IT services and BPO industries could "almost completely disappear" within five years due to AI, urging India's 250 million young people to pivot toward selling AI-based products to the rest of the world.
- India joined the U.S.-led Pax Silica supply chain group alongside the U.K., UAE, Singapore, Qatar, Japan, Israel, South Korea, and Australia, and saw 88+ countries — including the U.S., China, and Russia — sign the New Delhi AI declaration on using AI for social and economic good.
Why it matters: India's pitch of $200 billion in AI infrastructure investment within two years, stacked alongside Adani's $100B renewable-data-center pledge and a $1.1B state VC fund, positions the country as the next major AI compute market beyond the U.S. and China. The simultaneous OpenAI and Anthropic office openings — paired with Khosla's warning that India's IT and BPO sectors could vanish in five years — frame the same summit as both a massive infrastructure opportunity and an impending labor-market rupture.
