India is making a significant push to become a global AI hub, aiming to attract $200 billion in data center investments. Technology Minister Ashwini Vaishnaw highlighted substantial commitments, including Google's $10 billion and Amazon's $35 billion by 2030. The country plans to establish robust AI infrastructure, such as a shared computing facility equipped with over 38,000 GPUs, and is actively developing AI models trained on Indian languages, while also seeking a prominent role in global AI standards.
Despite India's ambitious AI strategy, its technology services industry recently experienced a $56 billion drop in stock value due to concerns about AI's impact. However, analysts from HSBC and JPMorgan Chase & Co. suggest these fears are overstated, believing Indian IT firms can benefit by assisting clients with AI adoption. For instance, TCS already reports $1.8 billion in annual AI-related revenue. In other market news, Gaxos.ai Inc. shares surged 43.33% following Amazon Web Services (AWS) committing funding for its AI sales-coaching platform.
In the hardware and chip design space, Ricursive Intelligence, a startup co-founded by Anna Goldie and Azalia Mirhoseini, successfully raised $335 million in just four months, achieving a $4 billion valuation. The company specializes in AI tools that design computer chips much faster than human engineers, attracting major investors and target customers like Nvidia, AMD, and Intel. Nvidia itself continues to lead in AI hardware with its GPU technology, maintaining strong momentum despite a recent 20% stock correction. Interestingly, Japanese company Toto, known for its toilets, is gaining investor attention for its precision ceramic parts, which are crucial for semiconductor manufacturing in AI data centers, with this division contributing about 40% of its operating income.
The release of Anthropic's newest Claude AI model caused several software stocks, including Oracle and Intuit, to fall, reflecting ongoing market sensitivity to AI's disruptive potential. Meanwhile, the humanoid robotics and Physical AI market is rapidly transitioning from labs to factories, with experts projecting growth from $2-3 billion today to $200 billion in the next decade, potentially boosting productivity by up to 150%. However, a February 2026 Bank of America Fund Manager Survey indicates that global investors consider an AI bubble to be the biggest market risk, even amid general optimism about company earnings.
Key Takeaways
- India aims to attract $200 billion in data center investments to become a global AI hub, with Google investing $10 billion and Amazon $35 billion by 2030.
- India is building a shared computing facility with over 38,000 GPUs and developing AI models in Indian languages.
- India's technology services industry saw a $56 billion stock value drop due to AI fears, though analysts believe firms like TCS (reporting $1.8 billion in AI revenue) can benefit.
- Ricursive Intelligence raised $335 million, reaching a $4 billion valuation, for its AI tools that design computer chips, attracting investment from Nvidia, AMD, and Intel.
- Nvidia Corporation remains a leader in AI hardware and GPU technology, showing strong momentum despite a recent 20% stock correction.
- Japanese company Toto is gaining investor interest for its precision ceramic parts used in semiconductor manufacturing for AI data centers, with its ceramic division contributing 40% of operating income.
- Gaxos.ai Inc. shares surged 43.33% following Amazon Web Services (AWS) committing funding for its AI sales-coaching platform.
- Anthropic's new Claude AI model led to drops in software stocks like Oracle (3.4%) and Intuit (5.2%), highlighting concerns about AI disruption.
- The humanoid robotics and Physical AI market is projected to grow from $2-3 billion to $200 billion in the next decade, potentially boosting productivity by up to 150%.
- Global investors, according to a February 2026 Bank of America survey, view an AI bubble as the biggest market risk.
India Seeks $200 Billion for AI Data Centers
India aims to attract $200 billion in data center investments to become a major AI hub. Technology Minister Ashwini Vaishnaw stated that companies like Google and Amazon are already investing billions. India plans to build strong AI infrastructure, including a shared computing facility with over 38,000 GPUs. The country also supports developing AI models in Indian languages and wants to play a global role in AI standards. This push includes tax holidays for data centers and reskilling its workforce.
India Targets $200 Billion for AI Data Centers
India plans to attract $200 billion in data center investments to become a global AI hub. Technology Minister Ashwini Vaishnaw highlighted investments from Google and Amazon, totaling $10 billion and $35 billion by 2030 respectively. India is building strong AI infrastructure, including a shared computing facility with over 38,000 GPUs for public access. The country also develops AI models trained on Indian languages and seeks a role in global AI norms. India's strategy focuses on inclusive, accessible AI and workforce reskilling.
India IT Stocks Face AI Worries
India's technology services industry saw a $56 billion drop in stock value due to fears about AI's impact. However, analysts from HSBC and JPMorgan Chase & Co. believe these worries are too strong. They think Indian IT firms can benefit from helping clients use AI. Companies like TCS are already reporting significant AI-related revenue, with $1.8 billion annually. Investors like PPFAS Mutual Fund and MRG Capital see this as a chance to buy shares, noting the industry's history of adapting to new technologies and its strong cash reserves.
Japanese Toilet Maker Toto Benefits from AI Boom
Japanese company Toto, known for its toilets, is gaining investor attention for its precision ceramic parts used in semiconductor manufacturing. Investment firm Palliser calls Toto an "undervalued AI memory beneficiary" because these advanced ceramics are crucial for AI data centers. Toto's ceramic division already contributes about 40% of its operating income. Palliser is urging Toto to better explain this business segment and use its $496 million cash to expand its ceramics production. Shares of Toto rose nearly 40% in the first two months of 2026 due to this growing interest.
Humanoid Robots Are the Next Big Industry
Humanoid robotics and Physical AI are quickly becoming a commercial reality, moving from labs to factories. Experts believe this market will grow from $2-3 billion today to $200 billion in the next decade. These robots can boost productivity by up to 150% and help solve labor shortages and aging populations. A report by FII Institute and Barclays, authored by Zornitsa Todorova, highlights Europe's strong position in this new wave of AI innovation. This technology combines engineering, energy systems, and AI to change the future of work.
Investors See AI Bubble as Top Risk
The Bank of America Fund Manager Survey from February 2026 shows that global investors consider an AI bubble to be the biggest risk. The survey also found that betting on gold is currently the most popular trade. While investors are very optimistic about company earnings, they also believe companies are "overinvesting." The report polls hundreds of institutional fund managers to understand market positions. This survey is often used as a sign of what might happen next in the markets.
Gaxos.ai Stock Jumps on AWS Partnership News
Gaxos.ai Inc. (GXAI) shares rose sharply by 43.33% today. This increase follows news that Amazon Web Services (AWS) committed funding for Gaxos.ai's AI sales-coaching platform. Caylent is also working on this development effort. The stock's jump may also be due to traders buying more shares and covering short positions after a recent drop. Investors are now looking forward to updates on the product's progress and commercial launch.
AI Stocks See Volatility in Early 2026
Artificial intelligence stocks experienced high volatility in early 2026. Concerns about AI changing industries caused investors to move money out of tech and into sectors like energy, materials, consumer staples, and health care. Many top-performing AI stocks from last year have dropped. However, there are positive signs as investors closely watch increased spending by large cloud providers, known as hyperscalers.
Ricursive Intelligence Raises $335 Million for AI Chip Design
Ricursive Intelligence, a startup led by co-founders Anna Goldie and Azalia Mirhoseini, raised $335 million in just four months, reaching a $4 billion valuation. The company builds AI tools that design computer chips much faster than humans. Goldie and Mirhoseini previously created the Alpha Chip at Google Brain, which designed Google's Tensor Processing Units in hours instead of years. Major chip makers like Nvidia, AMD, and Intel are investors and target customers for Ricursive's platform. Their AI learns from each design, becoming more efficient and handling everything from component placement to design verification.
Nvidia Stock Shows Strength Despite AI Dip
Nvidia Corporation (NVDA) remains a leader in AI hardware, known for its GPU technology and software. Despite a recent 20% stock correction, NVDA maintains strong momentum with higher lows and positive analyst outlooks before its February 25 earnings report. Seeking Alpha rates Nvidia's profitability as A+ and growth prospects as A, even with a high valuation of nearly 39 times earnings. The Direxion Daily NVDA Bull 2X Shares ETF (NVDU) offers short-term upside but carries significant risk.
New Claude AI Model Causes Software Stock Drop
Several software stocks, including Oracle and Intuit, fell on Tuesday after Anthropic released its newest Claude AI model. This is Anthropic's second major AI release in two weeks, raising concerns that AI could disrupt many industries. Shares of Oracle dropped 3.4%, Intuit fell 5.2%, and the iShares Expanded Tech-Software ETF decreased by 2%. However, experts like Adam Turnquist from LPL Financial suggest investors might be overreacting, as company performance has not necessarily worsened. WedBush Securities analyst Dan Ives also weighed in on the situation.
Sources
- India eyes $200B in data center investments as it ramps up its AI hub ambitions
- India eyes $200B in data center investments as it ramps up its AI hub ambitions
- AI Scare’s $56 Billion Hit Tests Resilience of India’s IT Stocks
- Japanese toilet maker 'the most undervalued and overlooked AI memory beneficiary,' investors claim — shares up nearly 40% in first two months of 2026
- The Future Of Artificial Intelligence: Physical AI and Humanoid Robotics Are The Next Industrial Frontier
- AI bubble top tail risk, long gold most crowded trade according to BofA survey
- Gaxos.ai shares jump as traders refocus on AWS-backed product development after recent selloff
- AI Stocks Reset In 2026 Amid Software Reckoning, Hyperscaler Capex Boom
- How Ricursive Intelligence raised $335M at a $4B valuation in 4 months
- NVDU As AI Stocks Dip
- Software Stocks—Oracle, Intuit, More—Fall As Anthropic’s Latest Claude Model Fuels AI Concerns
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