India, Nov. 11 -- Most conversations around AI in India are positive - new apps, innovative startups, and rising productivity. That optimism is understandable. But beneath the excitement, a more serious shift is taking place. The core infrastructure of AI - the chips that power it, the cloud systems that run it, the foundational models that guide it and the data systems that feed it - is becoming concentrated in the hands of a very small number of global companies. When the same few firms control all four layers, it becomes extremely difficult for new players, including entire nations, to compete - no matter how skilled or ambitious they are. In the last eighteen months, regulators in the United States, United Kingdom and European Union h...