Nvidia deepens India push as Yotta, E2E secure Blackwell GPUs

Nvidia Corp. is expanding its India footprint with advanced chip deployments and local partnerships, reinforcing the country’s push to scale artificial intelligence infrastructure amid intensifying global competition.

The US semiconductor giant said it is supplying its latest Blackwell Ultra graphic processing units to Mumbai-based Yotta Data Services and AI cloud provider E2E Networks Ltd, giving the two firms access to the company’s most powerful data center chips.

The move positions Nvidia at the center of India’s emerging AI compute ecosystem, where access to high-end GPUs has become a defining constraint for startups, enterprises and public-sector projects.

Yotta is building a facility equipped with just over 20,000 of Nvidia’s Blackwell semiconductors, with planned investment exceeding $2 billion. The deployment ranks among the largest single-site commitments of next-generation Nvidia chips in the region.

“We are building one of the largest AI compute infrastructures in India to power the next generation of innovation,” a Yotta spokesperson said in a statement, underscoring the company’s push to anchor sovereign AI capacity within the country.

The project adds scale to India’s domestic compute ambitions at a time when policymakers are trying to reduce dependence on overseas cloud regions for AI workloads.

For Nvidia, the partnership extends its strategy of aligning with local infrastructure players rather than relying solely on global hyperscalers. The company has emerged as a gatekeeper in the AI economy, with access to its most advanced chips often determining which firms can compete at the frontier.

“AI infrastructure is becoming foundational to every nation’s growth,” Nvidia said in its India-focused announcement, framing compute capacity as core economic infrastructure.

E2E Networks is also developing AI services powered by Blackwell GPUs, working in collaboration with the data center unit of Larsen and Toubro Ltd (L&T).

“Access to advanced GPUs is critical for Indian startups and enterprises building at the frontier,” E2E Networks said, highlighting how chip availability increasingly shapes competitive positioning.

Shares of E2E Networks surged 20% following the announcement, extending year-to-date gains beyond 50%, underscoring how capital markets are rewarding firms perceived to have secured priority access to advanced AI hardware.

The partnerships dovetail with Prime Minister Narendra Modi’s ambition to position India as a leading AI hub, combining domestic talent with expanding infrastructure capacity.

India as Strategic Growth Market

While India accounts for a small portion of Nvidia’s global revenue, the country offers long-term scale. A vast base of medium and large enterprises, a growing public-sector digitization agenda and a deep engineering workforce suggest sustained demand for high-performance compute.

“India has the scale, talent and ambition to become a global AI leader,” Nvidia said, reinforcing its strategic positioning in the market.

The expansion also comes as global data center operators confront power constraints and regulatory headwinds in parts of Europe and North America. India’s expanding renewable energy capacity and relatively lower land costs are emerging as comparative advantages.

Rival Advanced Micro Devices Inc. (AMD) has also stepped up activity in India, saying it will offer its Helios data center blueprint and work with Tata Consultancy Services Ltd (TCS) to support up to 200 megawatts of AI infrastructure capacity.

The parallel announcements highlight India’s growing importance in the global AI supply chain, where chipmakers are racing not only for technological leadership but also for geographic positioning.

The Nvidia deployments align with the Indian government’s broader focus on expanding national compute capacity. Union IT minister Ashwini Vaishnaw has said India plans to add 20,000 GPUs on top of the 38,000 already onboarded under public initiatives.

The emphasis reflects a shift in India’s AI narrative from software talent and model development to physical infrastructure, including chips, data centers, energy supply and semiconductor partnerships.