OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.
On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors, critical minerals, and artificial intelligence supply chains.
As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment. Since the start of the year, major tech players have formed strategic alliances combining software and hardware to secure key infrastructure for physical AI implementation.
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.
As Prime Minister Narendra Modi stood at the center of the stage at the India AI Impact Summit, he attempted a symbolic gesture of global unity: fourteen world and business leaders standing hand-in-hand, arms raised in a display of collective progress.
At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities. Speakers emphasized infrastructure, skills, and governance as crucial for ensuring AI drives inclusive growth and innovation worldwide.
Microsoft said it is on track to commit US$50 billion by the end of the decade to expand artificial intelligence in countries across the Global South, with new initiatives aimed at infrastructure, skills development and inclusive AI capabilities, company executives announced at the India AI Impact Summit.
This week, two of the industry's most powerful voices laid out starkly different visions for where artificial intelligence is headed — and how fast. Both spoke at the India AI Impact Summit 2026, but in separate keynotes. Taken together, their remarks revealed a deepening divide at the heart of the AI world: what the next frontier actually looks like, and whether humanity is years or decades away from reaching it.
OpenAI has designated the Tata Group as its foundational partner for a major sovereign AI push in India, positioning the conglomerate's HyperVault unit as the first domestic anchor for the global Stargate infrastructure project.
The Indian Prime Minister Narendra Modi and Google CEO Sundar Pichai used the India AI Impact Summit 2026 to announce a sweeping digital infrastructure partnership, with Google unveiling its America-India Connect initiative and reaffirming a US$15 billion AI hub in Visakhapatnam as part of a broader push to deepen India-US technology ties.
US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence markets, a senior executive said, citing alignment with the government's "Make in India" initiative.
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