Yotta scales up AI bet with $6bn expansion plan

BENGALURU: Data centre and AI infrastructure provider Yotta Data Services plans to invest an additional $6 billion to expand its artificial intelligence infrastructure, significantly increasing its deployment of Nvidia GPUs as demand surges from both Indian and global customers.The company, which had earlier announced plans to deploy 20,000 Nvidia Blackwell GPUs, has now raised that target to 30,000. Nvidia’s Blackwell architecture is designed for accelerated AI training and inference workloads. Yotta will also bring in 8,000 Nvidia B200 GPUs over the next month and is evaluating the deployment of another 36,000-37,000 next-generation GB300 or Vera Rubin GPUs next year.“The demand has been so high, not only from Indian customers but also global customers, that we are extending the 20,000 GPUs to 30,000 GPUs,” Yotta managing director and CEO Sunil Gupta told TOI.

According to Gupta, the initial deployment of 30,000 Blackwell GPUs will require investments of about $3 billion, while the proposed deployment of an additional 36,000 GPUs could cost another $4 billion. The 8,000 B200 GPUs represent a separate investment of around $600 million.Yotta expects the first batch of 8,000 B200 GPUs to go live within a month. The initial 20,000 Blackwell GPUs are scheduled to become operational by September, while the additional 10,000 units are expected by November.

The larger GB300 or Vera Rubin deployment is targeted for May next year. The expansion reflects India’s growing ambition to emerge as a global AI compute hub as countries race to secure the advanced computing infrastructure needed to train and deploy AI models.

“India will have to become self-sufficient across the AI value chain. You cannot be dependent on a single company or a single country that can simply pull a kill switch,” Gupta said.While Yotta is not building foundation models, it aims to provide the infrastructure layer powering sovereign AI initiatives and global AI companies. The company operates a 2-gigawatt campus in Mumbai and a 250-megawatt facility in Delhi and supports several govt workloads through National Informatics Centre data centres.