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Policy support should go beyond physical infrastructure, says AMD’s Vamsi Boppana

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Vamsi Boppana, Senior Vice President, Artificial Intelligence at AMD, said AI is still in its early stages, with adoption expected to accelerate sharply through 2027. He pointed to a surge in demand for AI inference — the technology that powers real-world responses from AI models — and said the rise of more specialized use cases, including agentic AI, will significantly increase demand for compute power, energy and data center capacity worldwide. While welcoming India’s new 20-year tax holiday and growing investments in data centres, Boppana cautioned that policy support should not stop at physical infrastructure. To fully capitalize on the AI ​​opportunity, he said India must also focus on building compute capacity, AI platforms and deployment capabilities, arguing that the next phase of growth will depend as much on AI ecosystems as on data centers themselves.

By CNBCTV18June 17, 2026, 6:58:46 PM IST (Updated)

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