Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Sovereign AI Infrastructure
In this episode of The Emerging Markets Podcast, Lucas and Luna explore how developing economies are racing to build sovereign AI infrastructure to reduce dependence on Western cloud providers. With a focus on India's ambitious plan to create a national AI cloud using Indian-designed chips, and Southeast Asia's emerging data center hubs like Johor, Malaysia, they discuss the economics of this digital sovereignty push. Lucas contrasts India's approach with the US-dominated model, noting that Indian AI startups are launching on homegrown GPU clusters rather than AWS or Azure…
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