India's AI Strategy: Shift from Scale to IP-led Growth for Lasting Competitive Edge
February 19, 2026
India’s AI strategy should move from scale to IP creation, shift from adopting to building, and replace fragmented efforts with a national AI infrastructure that democratizes compute and innovation.
AI’s impact is like a power hitter in a sport—the outcomes depend on how leaders respond with responsible, clear leadership to harness change.
Governance of AI must pair speed and scale with trust and control; rushing acceleration without responsibility is unsustainable.
Intellectual property is central to strategic autonomy and economic resilience, and ownership of IP compounds over time to drive lasting competitiveness.
Competitive advantage in AI will come from owning platforms, models, and products, not just deploying technologies, signaling a shift from services-led to IP-led growth.
The move toward an IP-led nation is framed as a national ambition to build enduring, compounding value from intellectual property beyond any single company.
HCL Technologies is shifting from a people-centric delivery model to an integrated system of software, intelligent agents, and human expertise to deliver scalable outcomes.
HCLTech’s AI transformation emphasizes indigenous innovation, blending software products, intelligent agents, and AI-led service lines like 'AI Factory' and 'Physical AI'.
The company is transitioning to an integrated model with AI-led service lines to manage next-generation AI infrastructure and embed intelligence into real-world systems.
Compute accessibility is vital for widespread innovation across startups, universities, and enterprises, enabling decentralization and multiplication of IP.
Intellectual property-led growth strengthens competitiveness and strategic autonomy, while computing should be treated as digital public infrastructure to enable decentralized innovation.
India should build domestic capabilities and treat computing as digital public infrastructure to broaden access and promote decentralized IP-driven innovation.
Summary based on 13 sources
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Sources

Economic Times • Feb 19, 2026
AI is Ishan Kishan of tech: HCL's Roshni Nadar Malhotra uses T20 analogy to explain global strategy
Economic Times • Feb 19, 2026
India must move from tech services-led nation to IP-led nation: HCLTech's Roshni Nadar
The Times Of India • Feb 19, 2026
HCL’s Roshni Nadar says India must shift to IP-led tech model; pushes for AI-driven innovation
Business Standard • Feb 19, 2026
India must shift from tech services to IP-led nation: HCL's Roshni Nadar