Now Reading: L&T gets Rs 10,000 crore order for Chennai AI factory
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L&T gets Rs 10,000 crore order for Chennai AI factory
Larsen & Toubro has won an order from US-based Together AI to build an artificial intelligence factory at its Chennai data centre, deploying 10,000 NVIDIA B300 GPUs. Though L&T classifies it as…
The Story in Brief
Larsen & Toubro has won an order from US-based Together AI to build an artificial intelligence factory at its Chennai data centre, deploying 10,000 NVIDIA B300 GPUs. Though L&T classifies it as a "mega order" worth Rs 10,000-15,000 crore, the exact value has not been disclosed. Separately, L&T has transferred its data centre and cloud business to its wholly owned subsidiary Vyoma AI for Rs 1,400 crore as part of a push into full-stack digital infrastructure spanning colocation, cloud and AI factories. Vyoma expects the Chennai facility to go live by November, while also evaluating a 100 MW campus in Mahape, Maharashtra.
The Indian Opinion
The hype around India's AI leap overlooks a constraint that no GPU cluster solves: reliable 100+ MW power for a single campus. State power boards are not ready, and nobody is measuring that bottleneck. Watch whether L&T's Mahape campus files for open-access power procurement or gets a renewables-linked tariff. That answer will separate genuine infrastructure plays from real estate disguised as AI.
Sources (2): ndtv.com, inc42.com
This story was synthesised by AI from the 2 sources linked above.
Updated: this story now draws on 2 sources.
