Indian manufacturers no longer need to import their AI stack. L&T and NVIDIA announced a gigawatt-scale AI factory at the India AI Impact Summit in February. The first 30 MW cluster is running at L&T's Chennai campus. A 40 MW data centre in Mumbai is under construction. This is a sovereign AI infrastructure designed for manufacturing, energy, financial services, and healthcare.

The build is not theoretical. It is happening this year.

L&T launched Vyoma.ai as a wholly owned subsidiary on April 22. The platform runs on a jurisdiction-first architecture, which means data, workloads, and AI systems stay within Indian regulatory boundaries.

Two days later, L&T launched LTEPS, a new industrial electronics division. Manufacturing has already started on two production lines at the Coimbatore campus, serving Indian and international clients.

Reliance is partnering with NVIDIA and Siemens to design gigafactories using digital twin technology. The factories are being built with AI integrated from day one, not retrofitted later.

The Union Government's AI-MET White Paper, launched by Ashwini Vaishnaw in February, set the framework for embedding AI across India's manufacturing sector. NAMTECH is convening the platform with IIT Madras, MIT, Microsoft, Dell, Cisco, Hitachi, Tata Electronics, Rockwell Automation, and Intel.

India is putting USD 134 billion into new manufacturing capacity across automotive, renewable energy, robotics, and construction. Most of that capacity is being designed with AI built in.

LTTS already runs a Lights-Out Factory framework using NVIDIA Omniverse. Reliance is doing the same with Siemens. The pattern is clear. Indian factories built this decade will have AI running the floor before the first product ships.