India's AI Ecosystem Faces NVIDIA Exit

Jensen Huang's exit from NVIDIA raises concerns about India's AI infrastructure, which relies on over $4, 5 Bn in GPU commitments. The IndiaAI Mission had onboarded over 45,000 GPUs by June 2026, with 93.18 Lakh GPU hours sanctioned by August. While US export rules remain uncertain, Indian operators must navigate complex licensing requirements to secure advanced chips.