India, July 5 -- India's digital public infrastructure, growing AI talent, and rising innovation ecosystem have created the conditions for the country's biggest technology opportunity in decades. But converting that advantage into global leadership will require investments in innovation, silicon, and compute.

The history of technology is often written in waves. Every decade or so, a new computing platform emerges, reshapes industries, creates new market leaders, and makes established technologies obsolete. The personal computer transformed business computing, the internet redefined communication, smartphones displaced legacy mobile platforms, and generative artificial intelligence (AI) is now triggering another fundamental shift.

The qu...