Lenovo Bets Big on India’s AI Rise

Lenovo used its Tech World’26 India Edition in New Delhi to send a strong message: India is central to the company’s global AI future. The two-day gathering brought together partners, customers, creators and enterprise leaders around the theme Smarter AI for All, showcasing how devices, infrastructure and services are converging.

Senior executives said India is no longer an emerging AI experiment but a scaling market. Pascal Bourguet noted that the country sits among the leading adopters preparing for artificial intelligence at national scale, backed by massive data demand, a digital-first population, and tightening data-sovereignty expectations.

According to Bourguet, hyperscalers and a new wave of “neo-cloud” providers are driving the bulk of global demand for compute, but enterprises are quickly catching up. As organisations move from pilots to production, infrastructure requirements are multiplying.

Fan Ho highlighted that CXOs across government, telecom and healthcare expect AI investments to rise sharply. Sovereign AI, local processing, and regulatory alignment are now boardroom topics, not just IT discussions.

India’s data-centre momentum is a key attraction. Capacity is expected to surge in the coming years as global and domestic players invest billions. Enterprises want workloads closer to home for speed, resilience and compliance.

Lenovo believes this shift will fuel demand for specialised AI servers, hybrid cloud models and lifecycle services. System integrators, executives said, will capture a large share as customers seek trusted partners to design and manage complex environments.

Yet growth brings responsibility. Ho described data as the nutrient powering AI, making governance, privacy and localisation essential. She pointed to Lenovo’s Neptune warm-water cooling as an example of reducing energy and water strain while supporting dense GPU deployments.

With global attention turning toward India’s upcoming AI summits, Lenovo’s leadership view is clear: build capacity locally, innovate responsibly, and scale intelligence for the world.