Nvidia Strikes Deals with Reliance, Tata in Deepening India AI Bet

A Nvidia logo is seen on one of their products on display at their headquarters in Taipei, Taiwan May 31, 2023. (Reuters)
A Nvidia logo is seen on one of their products on display at their headquarters in Taipei, Taiwan May 31, 2023. (Reuters)
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Nvidia Strikes Deals with Reliance, Tata in Deepening India AI Bet

A Nvidia logo is seen on one of their products on display at their headquarters in Taipei, Taiwan May 31, 2023. (Reuters)
A Nvidia logo is seen on one of their products on display at their headquarters in Taipei, Taiwan May 31, 2023. (Reuters)

US chip firm Nvidia on Friday announced AI partnerships with Indian conglomerates Reliance Industries and Tata Group to develop cloud infrastructure and language models, as well as generative applications.

The deals with two of India's largest business houses will help the US chip firm deepen inroads to the emerging AI ecosystem of the South Asian nation, just as it faces roadblocks in certain chip exports to China and some other countries due to US restrictions.

Nvidia CEO Jensen Huang this week met Prime Minister Narendra Modi to discuss India's potential in the AI sector, just ahead of the G20 meet in New Delhi where delegates including US President Joe Biden are attending.

In the Reliance partnership, Nvidia will provide the computing power required for building a cloud AI infrastructure platform, while Reliance unit Jio will manage and maintain the infrastructure and oversee customer engagement.

"Reliance will create AI applications and services for their 450 million Jio (telecom) customers and provide energy-efficient AI infrastructure to scientists, developers and startups across India," Nvidia said.

The Nvidia partnership will be used by India's No.1 software services exporter, Tata Consultancy Services, to build and process generative AI apps and a supercomputer, the companies said in a statement. TCS will also upskill its 600,000-strong workforce by leveraging the partnership.

The deal will also catalyze the AI-led transformation across Tata Group companies that range from manufacturing to consumer businesses, the statement added.

Nvidia globally has a near-monopoly on the computing systems used to power services like ChatGPT, OpenAI's blockbuster generative AI chatbot. The AI powering such apps is known as a large language model because it takes in a text prompt and from that writes a human-like response.

Reliance's Chairman Mukesh Ambani, Asia's richest person, has previously talked up the need of "digital infrastructure in India that can handle AI's immense computational demands".

The partnership will give Reliance access to the latest version of Nvidia's Grace Hopper Superchip, its AI chips that are optimized to perform AI inference functions that effectively power apps like ChatGPT.

Reliance said the new AI infrastructure will speed up a range of India's key AI projects, including chatbots, drug discovery, and climate research.

Neil Shah, a partner at Counterpoint Research, said the AI move is critical for Jio to "make sense" of the data it has from millions of users, and become a tech company providing services beyond telecom.

"The AI infra will enable it to provide accurate recommendations and cross sell products and services across its giant network of clients in retail, telecom, and financial space," he said.

Reuters on Friday exclusively reported that Reliance is also considering a foray into semiconductor manufacturing in India.



Microsoft to Delay Release of Recall AI Feature on Security Concerns

FILE PHOTO: The Microsoft sign is shown on top of the Microsoft Theatre in Los Angeles, California, US October 19,2018. REUTERS/Mike Blake/File Photo
FILE PHOTO: The Microsoft sign is shown on top of the Microsoft Theatre in Los Angeles, California, US October 19,2018. REUTERS/Mike Blake/File Photo
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Microsoft to Delay Release of Recall AI Feature on Security Concerns

FILE PHOTO: The Microsoft sign is shown on top of the Microsoft Theatre in Los Angeles, California, US October 19,2018. REUTERS/Mike Blake/File Photo
FILE PHOTO: The Microsoft sign is shown on top of the Microsoft Theatre in Los Angeles, California, US October 19,2018. REUTERS/Mike Blake/File Photo

Microsoft will not roll out "Recall", an AI-powered feature that tracks computer usage, with its new computers next week and will instead preview it with a smaller group later, the tech giant said on Thursday, amid concerns of privacy risks.

The Recall feature tracks web browsing to voice chats, creating a history stored on the computer that the user can search when they need to remember something they did, even months later, Reuters reported.

Recall will now be available only for a preview on its Windows Insider Program (WIP) in the coming weeks instead of being broadly available for Copilot+ PC users on June 18, Microsoft said in a blog post.

The decision is "rooted in our commitment to providing a trusted, secure and robust experience for all customers and to seek additional feedback prior to making the feature available to all Copilot+ PC users," the Redmond, Washington-based company said.

Copilot+ PCs are a category of personal computers with artificial intelligence (AI) features that were unveiled in May.

The WIP is a public software testing program that allows millions of "Windows biggest fans" to preview upcoming features for the operating system.

The company said it plans to make the Recall preview available for all Copilot+ PCs coming soon after feedback from the WIP community.

Privacy concerns were raised soon after the announcement of this feature, with some social media users expressing fears that it could enable spying, while billionaire technologist Elon Musk called it a "Black Mirror episode", making comparisons to the Netflix series that explores the harmful effects of advanced technology.