India Prepares AI Infrastructure as Global Tech Giants Boost AI Investments in 2026

India is advancing its AI capabilities ahead of the India AI Impact Summit 2026, focusing on a multi-layered AI stack to support applications in sectors like agriculture and healthcare. Meanwhile, global tech giants including Google, Amazon, Meta, and Microsoft plan unprecedented capital expenditures exceeding $650 billion in 2026 to expand AI infrastructure. Industry debates continue on the future of native AI devices versus smartphone integration, while companies like Nykaa report strong growth partly driven by AI investments.