US chipmaker Nvidia unveiled partnerships with Indian computing and infrastructure firms at the AI Impact Summit in New Delhi, as technology companies announced fresh investments. The agreements aim to expand AI data centre capacity and bolster India’s position in the global AI race.
Larsen & Toubro said it would work with Nvidia to build what it described as India’s largest gigawatt-scale AI factory, with planned sites in Chennai and Mumbai. Nvidia is also partnering with Yotta Data Services, which plans to deploy more than 20,000 Blackwell processors as part of a $2 billion investment.
The summit has drawn dozens of world leaders and ministerial delegations to discuss AI’s economic potential and associated risks, including job displacement and misinformation. India recently rose to third place in Stanford University’s annual AI competitiveness ranking, behind only the US and China.
Other deals followed. The Adani Group pledged $100 billion by 2035 for hyperscale AI-ready data centres, while Microsoft outlined plans to invest $50 billion to expand AI adoption in developing markets. Anthropic and Infosys also agreed to collaborate on AI agents for the telecoms industry.
Indian Prime Minister Narendra Modi and leaders, including Emmanuel Macron and Luiz Inacio Lula da Silva, are expected to issue a joint statement on AI governance. Analysts caution that nonbinding declarations may shape norms, but rapid industry advances could outpace legislative safeguards.
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French President Emmanuel Macron told the AI Impact Summit in New Delhi that Europe would remain a safe space for AI innovation and investment. Speaking in New Delhi, he said the European Union would continue shaping global AI rules alongside partners such as India.
Macron pointed to the EU AI Act, adopted in 2024, as evidence that Europe can regulate emerging technologies and AI while encouraging growth. In New Delhi, he claims that oversight would not stifle innovation but ensure responsible development, but not much evidence to back it up.
The French leader said that France is doubling the number of AI scientists and engineers it trains, with startups creating tens of thousands of jobs. He added in New Delhi that Europe aims to combine competitiveness with strong guardrails.
Macron also highlighted child protection as a G7 priority, arguing in New Delhi that children must be shielded from AI driven digital abuse. Europe, he said, intends to protect society while remaining open to investment and cooperation with India.
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An Indian university has vacated its stall at the AI Impact Summit in New Delhi after a staff member presented a commercially available Chinese robotic dog as a university-developed innovation. The episode has sparked criticism and drawn attention to India’s AI ambitions.
Footage showed a professor introducing the robot, named Orion, as developed by the Centre of Excellence at Galgotias University. Social media users later identified the device as the Unitree Go2, produced by Unitree Robotics in China and widely used for research and education.
The Indian IT minister initially shared the video before deleting the post. The university later clarified that the robot was not its own creation and said no official communication had confirmed its removal from the event. However, local reports indicated that the stall had been vacated.
The incident occurred during the AI Impact Summit at Bharat Mandapam, billed as a major AI gathering in the Global South. The event has also faced reports of overcrowding and logistical issues, even as more than $100 billion in AI-related investments were announced.
Opposition politicians in India criticised the government over the episode, arguing it undermined India’s credibility in the global AI race. Despite the controversy, the summit continues with high-profile participation from global technology leaders and heads of government.
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Google CEO Sundar Pichai said at the India AI Impact Summit 2026 in New Delhi that he never imagined Visakhapatnam would become a global AI hub. Speaking in New Delhi, he recalled passing through the coastal city as a student and described its transformation as remarkable.
In New Delhi, Pichai announced that Google will establish a full-stack AI hub in Visakhapatnam as part of a $15 billion investment in India. The facility is expected to include gigawatt-scale compute capacity and a new international subsea cable gateway.
The project in Visakhapatnam is set to generate jobs and deliver advanced AI services to businesses and communities across India. Authorities in Andhra Pradesh have allotted more than 600 acres of land near the port city for the proposed hyperscale AI data centre.
Reacting in New Delhi, Andhra Pradesh IT and HRD Minister Nara Lokesh welcomed the announcement and thanked Pichai for expressing confidence in Visakhapatnam. The development positions Visakhapatnam as a major AI infrastructure hub within India’s expanding technology sector.
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UN Secretary-General Antonio Guterres told the India AI Impact Summit 2026 that the future of AI must not be determined by a small group of nations or controlled by powerful private actors. He praised India’s leadership in hosting what he described as the first AI summit in the Global South.
Guterres said AI is transforming economies, societies, and governance at unprecedented speed. Inclusive and globally representative governance frameworks are essential to ensure equitable access and responsible deployment, he added.
‘The future of AI cannot be decided by a handful of countries or left to the whims of a few billionaires,’ he said, urging multilateral cooperation. Real impact, he added, means technology that improves lives and protects the planet.
United Nations officials say AI could help accelerate progress on nearly 80 per cent of the Sustainable Development Goals. Potential applications include reducing inequalities, strengthening public services, and enhancing climate action.
The UN has committed to a proactive, human rights-based approach to AI adoption within its own system. Agencies are deploying AI tools to address bias in data models, improve analytics, support innovation, and safeguard ethical standards.
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The chief executive of Anthropic, Dario Amodei, has said India can play a central role in guiding global responses to the security and economic risks linked to AI.
Speaking at the India AI Impact Summit in New Delhi, he argued that the world’s largest democracy is well placed to become a partner and leader in shaping the responsible development of advanced systems.
Amodei explained that Anthropic hopes to work with India on the testing and evaluation of models for safety and security. He stressed growing concern over autonomous behaviours that may emerge in advanced systems and noted the possibility of misuse by individuals or governments.
He pointed to the work of international and national AI safety institutes as a foundation for joint efforts and added that the economic effect of AI will be significant and that India and the wider Global South could benefit if policymakers prepare early.
Through its Economic Futures programme and Economic Index, Anthropic studies how AI reshapes jobs and labour markets.
He said the company intends to expand information sharing with Indian authorities and bring economists, labour groups, and officials into regular discussions to guide evidence-based policy instead of relying on assumptions.
Amodei said AI is set to increase economic output and that India is positioned to influence emerging global frameworks. He signalled a strong interest in long-term cooperation that supports safety, security, and sustainable growth.
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Narendra Modi presented the new MANAV Vision during the India AI Impact Summit 2026 in New Delhi, setting out a human-centred direction for AI.
He described the framework as rooted in moral guidance, transparent oversight, national control of data, inclusive access and lawful verification. He argued that the approach is intended to guide global AI governance for the benefit of humanity.
The Prime Minister of India warned that rapid technological change requires stronger safeguards and drew attention to the need to protect children. He also said societies are entering a period where people and intelligent systems co-create and evolve together instead of functioning in separate spheres.
He pointed to India’s confidence in its talent and policy clarity as evidence of a growing AI future.
Modi announced that three domestic companies introduced new AI models and applications during the summit, saying the launches reflect the energy and capability of India’s young innovators.
He invited technology leaders from around the world to collaborate by designing and developing in India instead of limiting innovation to established hubs elsewhere.
The summit brought together policymakers, academics, technologists and civil society representatives to encourage cooperation on the societal impact of artificial intelligence.
As the first global AI summit held in the Global South, the gathering aligned with India’s national commitment to welfare for all and the wider aspiration to advance AI for humanity.
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Derived from the Latin word ‘superanus’, through the French word ‘souveraineté’, sovereignty can be understood as: ‘the ultimate overseer, or authority, in the decision-making process of the state and in the maintenance of order’ – Britannica. Digital sovereignty, specifically European digital sovereignty, refers to ‘Europe’s ability to act independently in the digital world’.
In 2020, the European Parliament already identified the consequences of reliance on non-EU technologies. From the economic and social influence of non-EU technology companies, which can undermine user control over their personal data, to the slow growth of the EU technology companies and a limitation on the enforcement of European laws.
Today, these concerns persist. From Romanian election interference on TikTok’s platform, Microsoft’s interference with the ICC, to the Dutch government authentication platform being acquired by a US firm, and booming American and Chinese LLMs compared to European LLMs. The EU is at a crossroads between international reliance and homegrown adoption.
The issue of the EU digital sovereignty has gained momentum in the context of recent and significant shifts in US foreign policy toward its allies. In this environment, the pursuit of the EU digital sovereignty appears as a justified and proportionate response, one that might previously have been perceived as unnecessarily confrontational.
In light of this, this analysis’s main points will discuss the rationale behind the EU digital sovereignty (including dependency, innovation and effective compliance), recent European-centric technological and platform shifts, the steps the EU is taking to successfully be digitally sovereign and finally, examples of European alternatives
Rationale behind the move
The reasons for digital sovereignty can be summed up in three main areas: (I) less dependency on non-EU tech, (ii) leading and innovating technological solutions, and (iii) ensuring better enforcement and subsequent adherence to data protection laws/fundamental rights.
(i) Less dependency: Global geopolitical tensions between US-China/Russia push Europe towards developing its own digital capabilities and secure its supply chains. Insecure supply chain makes Europe vulnerable to failing energy grids.
More recently, US giant Microsoft threatened the International legal order by revoking US-sanctioned International Criminal Court Chief Prosecutor Karim Khan’s Microsoft software access, preventing the Chief Prosecutor from working on his duties at the ICC. In light of these scenarios, Europeans are turning to developing more European-based solutions to reduce upstream dependencies.
(ii) Leaders & innovators: A common argument is that Americans innovate, the Chinese copy, and the Europeans regulate. If the EU aims to be a digital geopolitical player, it must position itself to be a regulator which promotes innovation. It can achieve this by upskilling its workforce of non-digital trades into digital ones to transform its workforce, have more EU digital infrastructure (data centres, cloud storage and management software), further increase innovation spending and create laws that truly allow for the uptake of EU technological development instead of relying on alternative, cheaper non-EU options.
(iii) Effective compliance: Knowing that fines are more difficult to enforce towards non-EU companies than the EU companies (ex., Clearview AI), EU-based technological organisations would allow for corrective measures, warnings, and fines to be enforced more effectively. Thus, enabling more adherence towards the EU’s digital agenda and respect for fundamental rights.
Can the EU achieve Digital Sovereignty?
The main speed bumps towards the EU digital sovereignty are: i) a lack of digital infrastructure (cloud storage & data centres), ii) (critical) raw material dependency and iii) Legislative initiatives to facilitate the path towards digital sovereignty (innovation procurement and fragmented compliance regime).
i) lack of digital infrastructure: In order for the EU to become digitally sovereign it must have its own sovereign digital infrastructure.
In practice, the EU relies heavily on American data centre providers (i.e. Equinix, Microsoft Azure, Amazon Web Services) hosted in the EU. In this case, even though the data is European and hosted in the EU, the company that hosts it is non-European. This poses reliance and legislative challenges, such as ensuring adequate technical and organisational measures to protect personal data when it is in transit to the US. Given the EU-US DPF, there is a legal basis for transferring EU personal data to the US.
However, if the DPF were to be struck down (perhaps due to the US’ Cloud Act), as it has been in the past (twice with Schrems I and Schrems II) and potentially Schrems III, there would no longer be a legal basis for the transfer of the EU personal data to a US data centre.
Previously, the EU’s 2022 Directive on critical entities resilience allowed for the EU countries to identify critical infrastructure and subsequently ensure they take the technical, security and organisational measures to assure their resilience. Part of this Directive covers digital infrastructure, including providers of cloud computing services and providers of data centres. From this, the EU has recently developed guidelines for member states to identify critical entities. However, these guidelines do not anticipate how to achieve resilience and leave this responsibility with member states.
ii) Raw material dependency: The EU cannot be digitally sovereign until it reduces some of its dependencies on other countries’ raw materials to build the hardware necessary to be technologically sovereign. In 2025, the EU’s goals were to create a new roadmap towards critical raw material (CRM) sovereignty to rely on its own energy sources and build infrastructure.
Thus, the RESourceEU Action Plan was born in December 2025. This plan contains 6 pillars: securing supply through knowledge, accelerating and promoting projects, using the circular economy and fostering innovation (recycling products which contain CRMs), increasing European demand for European projects (stockpiling CRMs), protecting the single market and partnering with third countries for long-lasting diversification. Practically speaking, part of this plan is to match Europe and or global raw material supply with European demand for European projects.
iii) Legislative initiatives to facilitate the path towards digital sovereignty:
Tackling difficult innovation procurement: the argument is to facilitate its uptake of innovation procurement across the EU. In 2026, the EU is set to reform its public procurement framework for innovation. The Innovation Procurement Update (IPU) team has representatives from over 33 countries (predominantly through law firms, Bird & Bird being the most represented), which recommends that innovation procurement reach 20% of all public procurement.
Another recommendation would help more costly innovative solutions to be awarded procurement projects, which in the past were awarded to cheaper procurement bids. In practice, the lowest price of a public procurement bid is preferred, and if it meets the remaining procurement conditions, it wins the bid – but de-prioritising this non-pricing criterion would enable companies with more costly innovative solutions to win public procurement bids.
Alleviating compliance challenges: lowering other compliance burdens whilst maintaining the digital aquis: recently announced at the World Economic Forum by Commission President Ursula von der Leyen, EU.inc would help cross-border business operations scaling up by alleviating company, corporate, insolvency, labour and taxation law compliance burdens. By harmonising these into a single framework, businesses can more easily grow and deploy cross-border solutions that would otherwise face hurdles.
Power through data: another legislative measure to help facilitate the path towards the EU digital sovereignty is unlocking the potential behind European data. In order to research innovative solutions, data is required. This can be achieved through personal or non-personal data. The EU’s GDPR regulates personal data and is currently undergoing amendments. If the proposed changes to the GDPR are approved, i.e. a broadening of its scope, data that used to be considered personal (and thus required GDPR compliance) could be deemed non-personal and used more freely for research purposes. The Data Act regulate the reuse and re-sharing of non-personal data. It aims to simplify and bolster the fair reuse of non-personal data. Overall, both personal and non-personal data can give important insight that research can benefit from in developing European innovative sovereign solutions.
European alternatives
European companies have already built a network of European platforms, services and apps with European values at heart:
Category
Currently Used
EU Alternative
Comments
Social media
TikTok, X, Instagram
Monnet (Luxembourg)
‘W’ (Sweden)
Monnet is a social media app prioritises connections and non-addictive scrolling. Recently announced ‘W’ replaces ‘X’ and is gaining major traction with non-advertising models at its heart.
Email
Microsoft’s Outlook and Google’s gmail
Tuta (mail/calendar), Proton (Germany), Mailbox (Germany), Mailfence (Belgium)
Replace email and calendar apps with a privacy focused business model.
Search engine
Google Search and DuckDuckGo
Qwant (France) and Ecosia (German)
Qwant has focused on privacy since its launch in 2013. Ecosia is an ecofriendly focused business model which helps plant trees when users search
Video conferencing
Microsoft Teams and Slack a
Visio (France), Wire (Switzerland, Mattermost (US but self hosted), Stackfield (Germany), Nextcloud Talk (Germany) and Threema (Switzerland)
These alternatives are end-to-end encrypted. Visio is used by the French Government
Writing tools
Microsoft’s Word & Excel and Google Sheets, Notion
Most of these options provide cloud storage and NexCloud is a recurring alternative across categories.
Finance
Visa and Mastercard
Wero (EU)
Not only will it provide an EU wide digital wallet option, but it will replace existing national options – providing for fast adoption.
LLM
OpenAI, Gemini, DeepSeek’s LLM
Mistral AI (France) and DeepL (Germany)
DeepL is already wildly used and Mistral is more transparent with its partially open-source model and ease of reuse for developers
Hardware
Semi conductors: ASML (Dutch) Data Center: GAIA-X (Belgium)
ASML is a chip powerhouse for the EU and GAIA-X set an example of EU based data centres with it open-source federated data infrastructure.
A dedicated website called ‘European Alternatives’ provides exactly what it says, European Alternatives. A list with over 50 categories and 100 alternatives
Conclusion
In recent years, the Union’s policy goals have shifted towards overt digital sovereignty solutions through diversification of materials and increased innovation spending, combined with a restructuring of the legislative framework to create the necessary path towards European digital infrastructure.
Whilst this analysis does not include all speed bumps, nor avenues towards the road of the EU digital sovereignty, it sheds light on the EU’s most recent major policy developments. Key questions remain regarding data reuse, its impact on data protection fundamental rights and whether this reshaping of the framework will yield the intended results.
Therefore, how will the EU tread whilst it becomes a more coherent sovereign geopolitical player?
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The European Commission has opened formal proceedings against Shein under the Digital Services Act over addictive design and illegal product risks. The move follows preliminary reviews of company reports and responses to information requests. Officials said the decision does not prejudge the outcome.
Investigators will review safeguards to prevent illegal products being sold in the European Union, including items that could amount to child sexual abuse material, such as child-like sex dolls. Authorities will also assess how the platform detects and removes unlawful goods offered by third-party sellers.
The Commission will examine risks linked to platform design, including engagement-based rewards that may encourage excessive use. Officials will assess whether adequate measures are in place to limit potential harm to users’ well-being and ensure effective consumer protection online.
Transparency obligations under the DSA are another focal point. Platforms must clearly disclose the main parameters of their recommender systems and provide at least one easily accessible option that is not based on profiling. The Commission will assess whether Shein meets these requirements.
Coimisiún na Meán, the Digital Services Coordinator of Ireland, will assist the investigation as Ireland is Shein’s EU base. The Commission may seek more information or adopt interim measures if needed. Proceedings run alongside consumer protection action and product safety enforcement.
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Meta announced a multiyear partnership with NVIDIA to build large-scale AI infrastructure across on-premises and cloud systems. Plans include hyperscale data centres designed for both training and inference workloads, forming a core part of the company’s long-term AI roadmap.
Deployment will include millions of Blackwell and Rubin GPUs, plus expanded use of NVIDIA CPUs and Spectrum-X networking. According to Mark Zuckerberg, the collaboration is intended to support advanced AI systems and broaden access to high-performance computing capabilities worldwide.
Jensen Huang highlighted the scale of Meta’s AI operations and the role of deep hardware-software integration in improving performance.
Efficiency gains remain a central objective, with Meta increasing the rollout of Arm-based NVIDIA Grace CPUs to improve performance per watt in data centres. Future Vera CPU deployment is being considered to expand energy-efficient computing later in the decade.
Privacy-focused AI development forms another pillar of the partnership. NVIDIA Confidential Computing will first power secure AI features on WhatsApp, with plans to expand across more services as Meta scales AI to billions of users.
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