[Global Times reporter Yuan Jirong Chen Zi Shuai Global Times special reporter Yan Yang] Recently, many media reports said that India is becoming a power center power, and the growth rate is second only to India in Asia.It is reported that India's investment expansion in data center construction exceeds Japan, Singapore and other places, and companies such as Amazon, Microsoft and India's large -scale enterprises are investing in large -scale investment in India.The outside world has paid attention to, can India with many IT talents be used to become artificial intelligence (AI) power?New Delhi Wealth Management

According to the British "Financial Times" reported on the 19th, large -scale technology groups such as Microsoft and Amazon are preparing to invest billions of dollars in India to build computing infrastructure to compete for the leading position of AI, an emerging industry.Essence

According to reports, local officials said that Microsoft has promised to invest about 3.7 billion U.S. dollars in Terren Gannang in southern India.According to the industry research institution Structure Research, this technology giant has acquired land in India for construction data centers, which will increase the IT capacity of 660 MW -equivalent to the annual electricity needs of about 500,000 families in Europe.At the same time, Amazon also plans to invest about $ 12.7 billion in India to build data business infrastructure by 2030.

Microsoft India and South Asian President Pinit told the Financial Times: "India is now one of the most exciting technology markets in the world. Our goal is to continuously enhance the strength of this region to give those India and the world as both India and the world.Innovative customers provide services. "

In addition, India's Adidi Group and Xinshi Industrial Corporation are also investing in large -scale data centers.

"Japan Economic News" quoted the latest report of US commercial real estate services and investment companies Shibang Wei Shi, which shows that India's data center investment is gradually expanding. In the 3 years of 2024-2026The data center device will nearly double the 950MW at the end of 2023.Although it is still behind India, India's capacity increase is much higher than that of 495MW in South Korea, 407MW Japan, and 314MW Australia.Jaipur Investment

The global data center market has continued to expand, and India's development with a large population and rapid economic growth is particularly significant.Anshman, who controls the India Department of the World State, believes that financial service companies such as banks and insurance companies are likely to dominate India's data center development in the future.

In addition to engineering companies and manufacturing companies, IT companies may also set up independent data centers for research and development departments.From banks to consumer goods manufacturers, almost all companies have accelerated the digitalization process after the epidemic, and the demand for domestic data center in India is also increasing.Consulting giant Bain expects that India's online consumer market size will reach $ 1 trillion by 2030.

The Financial Times reported that India's digital economy has grown rapidly due to the popularity of smartphones and cheap data.As Google and Alphabet CEO Picchai said at the Google Annual Conference, India is unlikely to catch up with developed countries in terms of personal computers, but in terms of mobile devices, compared with previous generations, there are.More people can use mobile devices.Jousla, the senior investigation of the US IT consulting company IDC, also said, "India has a huge population, and there are many end users in China."

"Japan Economic News" reported that with the increase in netizens using digital services such as electronic settlement and online shopping in India, information and communications companies have opened companies in India in order to further attract talents to expand their business.Analysts believe that in this context, India's investment in data centers is an inevitable trend.Chennai Investment

Analysts stated that the concept of "sovereign artificial intelligence" has promoted the government's demand for domestic data centers.Governments of various countries are keen to ensure that sensitive information is stored and processed in the country and develops its own artificial intelligence system and tools.

The Indian Ministry of Electronics and Information Technology issued the "Digital Personal Data Protection Law" in 2023, formulating the guidance policy of artificial intelligence.In March of this year, the Indian cabinet approved the Indian artificial intelligence plan to invest 103.7 billion rupees (about 1.25 billion U.S. dollars) for Indian artificial intelligence (AI) tasks.Applications in various fields, while focusing on skills development and socio -economic transformation.

According to the website of the Indian Observer Research Foundation, from 2013 to 2022, Indian artificial intelligence companies had received $ 7.73 billion in funds, ranking sixth in the world in AI investment.

However, as an important indicator for measuring AI computing power, as of last year, India's data center capacity is still only about 1GW, and India's capacity is about to reach about 4GW.space.

According to data from the Indian consulting company Tracxn and the Indian Artificial Intelligence Association, in the past 4 years, Indian AI startups have increased by 70.However, there are less than 10 companies in the field of AI models, and the business is mainly concentrated in dialogue AI, smart assistants, etc., which basically does not involve the research and development of basic models.KRUTRIM AI, a self -developed model of India's unicorn company Krutrim, allows only 424 characters when used.

Zhu Shuai, director of the Research Office of the Sydi Research Institute of the Ministry of Industry and Information Technology, said in an interview with a reporter from the Global Times on the 20th that India, as a major IT country, has excessively relying on low value -added IT outsourcing business.Today, most of the AI ​​companies in India are also engaged in AI projects such as a large amount of data labeling and preliminary processing, not cutting -edge AI technology research and development, leading to lack of innovation.It is reported that in terms of artificial intelligence patents, India has approximately 300 residents' patent applications per 100 billion US dollars per 100 billion US dollars, while India and the United States are 5738 and 1253, respectively.

In addition, Ziam, vice president of IDC's cloud data center communication infrastructure research team, said: "If India wants to be the leader of the data center field, a major task is to complete the construction of infrastructure."The development of AI faces infrastructure restrictions.Limited access to high -speed Internet and digital infrastructure in some parts of India may hinder the widespread adoption of artificial intelligence technology.

In terms of network infrastructure, in 2023, the total number of 5G base stations in India has exceeded 2.48 million, with a coverage rate of more than 96%, while India has only 300,000, with a coverage rate of only 30%-40%.Data center water consumption and power consumption, India not only has a relatively backward construction of power infrastructure, but also one of the countries with the most tight water resources in the worldKolkata Wealth Management. These all affect the development efficiency and operating costs of India's AI companies.

AI competition in various countries is not only the competition of specific technologies, but also a comprehensive competition in terms of social development, industrial structure, and population quality.Xie Chao, an associate researcher at the South Asian Research Center of Fudan University, said in an interview with the Global Times reporter on the 20th that in addition to the above factors, India also has problems such as poor business environment, serious bureaucracy, and talent outflow. These will affect the Indian AI industryFull of development.Simla Stock