India’s decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor supply chains, even as geopolitical sensitivities remain intact.

Power semiconductor design company Inergy Technology expects strong growth momentum in its cooling and power device businesses in 2026, supported by rising demand from artificial intelligence (AI) data centers, with AI server-related products projected to account for 25% of its portfolio.

Nvidia CEO Jensen Huang highlighted at GTC 2026 that AI has shifted from early model training to an era defined by inference and agent computing. To meet growing inference demands, Nvidia integrated its strategic acquisition of Groq and launched the Groq 3 LPU Rack as a token accelerator designed for ultra-low latency inference tasks, with Huang announcing that the LPU chip is manufactured by Samsung Electronics.