India's AI Strategy: Shift from Scale to IP-led Growth for Lasting Competitive Edge

February 19, 2026
India's AI Strategy: Shift from Scale to IP-led Growth for Lasting Competitive Edge
  • 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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