Nvidia (NVDA) Collaborates with Indian Companies to Boost AI Infrastructure

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Nvidia's (NVDA, Financial) CEO Jensen Huang attended the AI Summit in Mumbai, where he announced a partnership with Asia's wealthiest individual, Mukesh Ambani, to enhance AI infrastructure in India. The collaboration will see Ambani's Reliance Industries utilize Nvidia's latest Blackwell chips in its new data centers in India.

Nvidia is also forming partnerships with major Indian companies such as Infosys and Tata Consultancy Services. During the summit, Huang emphasized India's transition from software production and export to AI export.

Furthermore, Nvidia will aid Tech Mahindra in developing large language models (LLMs) for Indian languages and is working with e-commerce giant Flipkart to create conversational customer service systems.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.