Andrew Ng Discusses AI Innovation, Market Dynamics, and India's Open-Source Strategy at Davos 2026

At the World Economic Forum 2026 in Davos, AI expert Andrew Ng highlighted Google's strong position with its Gemini 3 model amid a rapidly evolving AI landscape featuring multiple key players. He noted rising demand for AI infrastructure and emphasized that while some market segments may show bubble-like traits, the application layer remains underinvested. Ng also advocated for India to prioritize open-source AI development over full sovereignty, citing geopolitical benefits and urging large-scale workforce upskilling to maintain competitiveness.