India, Aug. 4 -- Artificial intelligence (AI) is entering a new phase of growth, driven not just by advances in models but by unprecedented investment in the infrastructure that powers them. Hyperscale cloud providers, semiconductor manufacturers, governments, and enterprises are collectively spending hundreds of billions of dollars on graphics processing units (GPUs), custom AI accelerators, high-bandwidth networking, power systems, and data centres to support increasingly complex AI workloads.

Industry analysts say this shift reflects a fundamental reality: AI performance is no longer determined by software alone. The availability of compute, memory, networking, and energy has become a strategic differentiator for enterprises deploying...