A new report from the Rhodium Group, the US-based research and advisory firm, offers one of the more unsentimental assessments of India’s AI position in recent months. Written by Ankit Tiwari and Reva Goujon, ‘Hyperscaler Heaven? A reality check on India’s AI ambition and geopolitical alignment’ works through the data centre build-out, the sovereign model strategy, the IT sector’s AI services play and India’s contested geopolitical stance, and finds that the country is strongest where its public strategy is quietest. The infrastructure gap India has attracted over $300 billion in data centre investment commitments within the past year. Operational capacity…