India’s push to become a global AI powerhouse is facing a major hurdle — limited access to high-performance GPUs. While large enterprises are investing in AI, startups, businesses, and researchers struggle to secure the computing power needed to scale AI applications.

The Donald Trump Administration reportedly may require TSMC to make tough choices to aid in rebuilding the US’s chip manufacturing capabilities, including sharing technologies or establishing a joint venture with Intel. As the semiconductor industry transitions from global free trade to a regional trade system due to strategic and security concerns, the US is adopting China’s market-for-technology strategies to secure its national security, reflecting a broader trend of protectionism in the chip industry, similar to developments in the automotive sector.

India is rising to become a major 5G nation and a growth driver for the global telecom market in 2025.