Anand Mahindra says India may have an AI opportunity of its own, and isn't just a refuge from the AI hype.

The Mahindra Group chairman posted the view on X on 10 November.

He pointed to India's software talent, its systems integration skills and its huge home market for AI uses.

"No, we don't make the most advanced chips or lead the race in foundational LLMs," he wrote.

He noted that Stanford University ranks India third in the world for AI vibrancy.

He used a line from a Tech Mahindra annual report: smartphones were the platform, and apps unlocked their potential.

In his view AI models are the platform now, and the apps, domain expertise and company-wide rollouts may still be ahead.

If he is right, he wrote, renewed interest in Indian shares "may have more staying power than we think."

He gave no figures, and did not say which applications he had in mind.

At Tech Mahindra's AGM this year, he said AI will change the role of IT services rather than shrink it.

Read the full Anand Mahindra AI story on Trends News Stories.

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