India's AI Ambition: Seizing the Compute Power Race

According to Groq CEO Jonathan Ross, the future of artificial intelligence will be determined less by ideas and more by control of the raw computing power needed to run such systems. He believes that with its vast talent pool, thriving startup ecosystem, and government-backed IndiaAI Mission, India has a unique opportunity to reshape the global tech order.

Ross argues that the race for AI supremacy is not only technological but also deeply geopolitical. Just as nations once dominated energy supplies, those that control access to chips and supercomputing infrastructure will wield significant power in the AI era. He suggests that "compute security" is now as crucial as energy security, and India must develop sovereign AI capabilities to avoid being left behind.

The CEO highlights the unprecedented investment in AI, with tech giants like Google, Facebook, Amazon, and Microsoft spending billions annually on AI compute. He believes this surge of investment has fueled extraordinary valuations, with startups raising billion-dollar rounds even before generating revenue. Ross sees this as a window of opportunity for India to produce the next generation of tech giants, challenging the current industry leaders.