India, Feb. 15 -- At the Bharat Mandapam-the same stage where the G20 shifted the global tectonic plates-India is preparing to host what is being billed as the "Bretton Woods moment" for the silicon age.

Starting tomorrow, the India AI Impact Summit will transform New Delhi into the gravity centre of the technology world. While previous summits in Bletchley Park, Seoul, and Paris focused heavily on the "existential risks" of rogue algorithms, India's pitch is decidedly more pragmatic. In the eyes of the Modi govenrment, AI isn't just a frontier to be fenced in, it is a utility to be deployed-the "electricity" of the 21st century.

For the global investor community, the stakes are binary. As AI begins to bite into the traditional margins ...