India eyeing $200 bn AI investments across stack layers in 2 yrs: Vaishnaw

India-AI Impact Summit 2026: India may see over $200 billion in AI investment commitments in the next two years across five layers of the AI stack, IT minister Ashwini Vaishnaw said on Tuesday

India is set to attract more than $200 billion in investment commitments over the next two years across the five layers of the artificial intelligence (AI) stack, Union IT minister Ashwini Vaishnaw said on Tuesday.

 

Speaking at a press briefing during the India AI Impact Summit 2026, the minister said strong global interest is emerging not just in AI growth, but also in ensuring its responsible use.

 

Vaishnaw said investments are coming across all parts of the AI ecosystem, from infrastructure to energy. "We are also seeing huge investment interests in the infra layer and the energy layer."

  

He added that India has a key advantage because of its clean power capacity. "About 51 per cent of energy of power generation capacity is from clean sources. And that is one big advantage that India has."

 

According to the minister, India is witnessing significant capital commitments across the five layers of the AI stack, helping strengthen the country’s long-term technology ecosystem.