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Correspondent

21 August 2024 at 10:20:16 am

From Concrete to Compute

How SN Subrahmanyan Is Shaping L&T's AI Future For more than eight decades, Larsen & Toubro (L&T) has been synonymous with India's physical infrastructure, delivering metro systems, airports, power plants and some of the country's most complex engineering projects. Under L&T Chairman SN Subrahmanyan, however, the company's definition of infrastructure is expanding. Increasingly, it includes artificial intelligence, cloud computing, data centres and sovereign digital infrastructure the...

From Concrete to Compute

How SN Subrahmanyan Is Shaping L&T's AI Future For more than eight decades, Larsen & Toubro (L&T) has been synonymous with India's physical infrastructure, delivering metro systems, airports, power plants and some of the country's most complex engineering projects. Under L&T Chairman SN Subrahmanyan, however, the company's definition of infrastructure is expanding. Increasingly, it includes artificial intelligence, cloud computing, data centres and sovereign digital infrastructure the building blocks of India's next phase of economic growth. That shift came into sharp focus at the India AI Impact Summit 2026, where SN Subrahmanyan joined NVIDIA founder Jensen Huang to unveil a strategic collaboration aimed at accelerating AI infrastructure in India. The announcement reflected more than a technology partnership; it signalled L&T's ambition to evolve from a builder of physical assets into an enabler of the country's AI-powered future. An Engineer's Perspective on AI Unlike many business leaders who entered the AI conversation as the technology gained mainstream attention, SN Subrahmanyan approaches it through the lens of an engineer. A civil engineering graduate, he joined L&T in 1984 as a project planning engineer and spent four decades leading some of the company's largest infrastructure businesses across India and the Middle East, including projects such as the Riyadh Metro, Doha Metro and Salalah Airport. After serving as Chief Executive Officer and Managing Director from 2017, he became Chairman and Managing Director in 2023. That experience continues to shape his leadership philosophy. Rather than viewing AI as a standalone technology trend, Subrahmanyan sees it as an extension of engineering one that can improve planning, design, execution and operations at scale. During L&T's FY2024 Annual General Meeting, he described generative AI as a "game changer" and outlined how the company was embedding it across the project lifecycle to improve productivity and decision-making. Why L&T Is Investing in AI Infrastructure For L&T Chairman SN Subrahmanyan, AI is not only about adopting intelligent software; it is about building the infrastructure that makes large-scale AI deployment possible. Through its collaboration with NVIDIA, L&T plans to develop one of India's largest proposed AI infrastructure ecosystems. The first phase includes expanding GPU capacity at its Chennai campus to approximately 30 megawatts while developing a 40-megawatt AI-ready data centre in Mumbai. The infrastructure is intended to support hyperscalers, enterprises, research institutions and government organisations building AI applications across manufacturing, healthcare, financial services, energy and the public sector. The initiative aligns with Lakshya 2031, L&T's long-term growth strategy, which identifies digital infrastructure, cloud services and artificial intelligence as key growth engines. Alongside expanding AI-ready data centres, the company has strengthened its technology portfolio through investments such as its strategic stake in E2E Networks while leveraging businesses including LTIMindtree and L&T Technology Services to create an integrated digital ecosystem. As governments worldwide race to build sovereign AI capabilities, companies that control compute infrastructure rather than just software are expected to occupy a strategic position in the AI value chain. L&T's investment signals that India's AI ambitions extend beyond developing models to building the physical and digital infrastructure required to run them at scale. Building India's AI Backbone Subrahmanyan has consistently argued that AI requires more than algorithms it requires infrastructure. As enterprises move from experimentation to production-scale AI, access to secure compute, cloud platforms and data infrastructure is becoming as critical as traditional industrial assets. This philosophy reflects a broader global trend. Countries are increasingly investing in sovereign AI capabilities to reduce dependence on overseas infrastructure and strengthen digital resilience. L&T's strategy positions the company to participate in this transformation by combining its expertise in large-scale infrastructure delivery with emerging AI technologies. For an engineering company known for constructing roads, ports and industrial facilities, building digital infrastructure is a natural evolution rather than a departure from its core strengths. Leadership Beyond Technology Despite leading one of India's most significant AI infrastructure initiatives, SN Subrahmanyan has consistently maintained that technology alone cannot drive transformation. In L&T's FY2025 Annual Report, he emphasised that while AI is accelerating innovation, long-term value will continue to depend on human judgment, responsible deployment and disciplined execution. That balanced perspective reflects the leadership approach that has defined his career. Rather than pursuing technology for its own sake, he has focused on integrating new capabilities into L&T's long-standing engineering excellence and execution discipline. From Concrete to Compute As industries become increasingly digital, infrastructure itself is being redefined. The assets powering future economies will include not only highways, airports and power plants, but also AI factories, cloud platforms, GPU clusters and data centres. Under SN Subrahmanyan's leadership, L&T is positioning itself at the intersection of these two worlds. The company's strategy is not about replacing concrete with compute; it is about recognising that tomorrow's infrastructure will combine both. If that vision succeeds, L&T Chairman SN Subrahmanyan may be remembered not only for leading one of India's largest engineering companies but also for helping build the digital foundations of the country's AI economy.

Broken Monopoly

For over two centuries, Mumbai’s Asiatic Society, founded in 1804, has stood as one of India's greatest repositories of learning. It has been a sanctuary of rare manuscripts and civilisational memory. Yet, its recent election will be remembered less for a change of office-bearers than for the collapse of an intellectual order that had come to mistake custodianship for ownership. The sweeping victory of Vinay Sahasrabuddhe’s Asiatic Tomorrow panel is not merely an institutional upset but a decisive sign of the steady unravelling of the Left’s long-standing monopoly over India’s intellectual establishments.


The rhetoric preceding the election was revealing. Kumar Ketkar’s camp had warned darkly of a “BJP-RSS takeover” of the 222-year-old institution, portraying the contest as an allegedly existential battle to save scholarship itself. The implication was that if those outside a familiar ideological circle assumed control, then intellectual standards would apparently collapse. Such arguments have become the default refuge of a left establishment that has grown accustomed to treating public institutions as their private preserves.


Judging by the emphatic verdict, many members evidently agreed. Winning by more than two to one in an institution is a decisive repudiation of an entrenched elite.


The Asiatic Society is hardly unique. From the early decades after Independence, India’s commanding heights of academia, historical research, cultural institutions and social sciences gradually came under the influence of a remarkably homogeneous intellectual class belonging to a particular ideology. Many of these institutions evolved less into arenas of free inquiry than into ideological republics where only one worldview enjoyed overwhelming institutional privilege.


Appointments, fellowships, editorial boards, research grants and academic recognition often circulated within the same intellectual networks. Those questioning established orthodoxies on Indian civilisation, nationalism, religion or history were frequently caricatured as reactionaries before their arguments were even heard.


This ‘left-liberal’ gatekeeping shaped school textbooks, influenced public discourse and fostered the curious belief that only one ideological tradition possessed the authority to interpret India’s past. Dissent was tolerated only when it came from within the accepted ideological spectrum. Those outside it were routinely labelled ‘communal’ or worse.


What has changed over the past decade is not merely electoral politics but the sociology of Indian intellectual life. As the Mumbai Asiatic election proves, these old networks no longer enjoy uncontested authority. Indians have become increasingly unwilling to accept that scholarship requires ideological certification from self-appointed guardians of public reason.


The significance of the Asiatic Society election therefore lies beyond Mumbai. It signals that an era where a narrow intellectual establishment could plausibly claim to speak for scholarship itself while treating disagreement as heresy is now ending. The monopoly of a certain ideological persuasion has been definitively broken. For Indian academia, libraries and research institutions, that is not a loss but an overdue liberation.

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