India, April 6 -- The optimism around India's artificial intelligence opportunity has largely been built on one idea: demand is only getting stronger. Companies are ordering more AI infrastructure, data centre build-outs are accelerating, and enterprises are beginning to spend more seriously on high-performance computing. But every powerful growth story eventually runs into a basic question, can supply keep up?

That is where Netweb Technologies' Q3FY26 management commentary becomes important. The company has acknowledged that global shortages in memory, flash and storage are becoming more visible as AI adoption accelerates worldwide. Prices have moved up, availability has tightened, and the pressure is not limited to India. At first glan...