L&T Teams with NVIDIA to Build India’s Largest Gigawatt-Scale AI Factory
MUMBAI | February 18, 2026: In a landmark move at the India AI Summit, Larsen & Toubro (L&T) has officially announced a strategic venture to build a sovereign, Gigawatt-scale NVIDIA AI factory. This massive infrastructure project aims to cement India’s position as a global AI powerhouse, serving hyperscalers, cloud providers, and domestic enterprises.
1. The Core Vision: Sovereign by Design
The venture is a direct response to the IndiaAI Mission. By integrating L&T’s engineering expertise with NVIDIA’s advanced AI infrastructure, the partnership will create a "sovereign fabric." This ensures that critical national data and AI models are trained and deployed within India’s borders while remaining globally interoperable.
2. Infrastructure & Capacity Breakdown
The project focuses on building AI-ready data centers capable of handling high-density, next-generation workloads.
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Chennai Deployment: Scaling NVIDIA GPU clusters up to 30 MW within L&T’s 300-acre gigawatt scalable campus.
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Mumbai Deployment: A new 40 MW data center currently under execution to serve India’s financial and commercial hub.
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The Technology Stack: The factory will utilize NVIDIA GPUs, CPUs, Networking, and the NVIDIA AI Enterprise software stack to enable rapid AI adoption.
3. Sector-Wide Impact: Beyond Infrastructure
L&T plans to move AI from experimentation to production-scale deployment across multiple sectors:
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Manufacturing: Live AI agents for "Lights-Out" factories.
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Finance: Agentic AI deployment through L&T Finance (LTFS).
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Engineering: Utilizing NVIDIA Omniverse to create digital twins of massive EPC projects.
4. Leadership Voice
"India’s enterprises are ready to move from AI pilots to production-scale deployment. With NVIDIA’s platforms and L&T’s execution strength, we are building infrastructure that will enable AI to deliver measurable economic impact." — Mr. S. N. Subrahmanyan, Chairman & Managing Director, L&T
"AI is driving the largest infrastructure buildout in human history... Together with L&T, we are laying the foundation for world-class AI infrastructure that will power India’s growth." — Mr. Jensen Huang, Founder and CEO, NVIDIA
Investor & Reader Engagement: What to Watch
This announcement is a game-changer for L&T (NSE: LT). Investors should watch for the execution timelines of the Mumbai data center and the first "off-take" agreements from global hyperscalers. This move effectively transitions L&T from a traditional construction giant into a high-tech infrastructure service provider.
