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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.

‘Deep State’ and Donald Trump

Updated: Nov 7, 2024

Donald Trump

If Donald Trump wins a second term as U.S. President, his primary target will likely be what he describes as “the Deep State” in America. According to him, the Deep State comprises the Justice Department, the CIA, and the FBI. Last week, American magazine ‘Politico’ noted that “regaining control of the Justice Department is most vital to his [Trump’s] agenda, both political and personal.”


The U.S. Justice Department has a unique history, as it can be considered even older than the fully ratified U.S. Constitution. Although the Constitution was initially signed by 39 of the 55 delegates on September 17, 1787, it took an additional two years and seven months for all states to ratify it, with the final ratification occurring on May 29, 1790. Meanwhile, Congress passed the Judiciary Act on September 24, 1789, recognizing the importance of establishing a judicial system for peace and security. This was technically possible as the Confederation Congress, established on March 9, 1789, marked the start of the Constitution’s operation.


The final clause of the Judiciary Act addressed the appointment of the Attorney General, stating that they “shall prosecute and conduct all suits in the Supreme Court in which the United States shall be concerned, and give advice and opinion upon questions of law when required by the President of the United States.”

Following the Civil War (1861–1865), the need for a full-fledged department became apparent. In 1870, the Department of Justice (DOJ) was established, with the Attorney General designated as the Federal Government’s chief law enforcement officer.


The Attorney General serves a dual role, acting as the legal representative of the executive branch to the Supreme Court and advising the President and heads of executive departments.


Over time, more powers have been delegated to the Attorney General. Under the Independent Counsel Act, the Attorney General is responsible for conducting preliminary inquiries whenever they receive sufficient information to justify investigating potential federal law violations, including those involving the President and Vice President.


This was the process that led to President Bill Clinton’s impeachment in 1994. Janet Reno, whom President Clinton appointed as Attorney General in 1993, selected Robert Fiske as an independent counsel in January 1994 to investigate the Whitewater controversy, which scrutinized Bill and Hillary Clinton’s real estate investments. Fiske was later replaced by Ken Starr.


This suggests that Trump, even if re-elected, would face limitations in reshaping the Justice Department to serve his personal needs. While he may have the power to dismiss the current Attorney General and appoint new personnel, Senate approval would be required for certain key positions. Furthermore, any new appointees would find it challenging to alter existing evidence, as the DOJ operates under rigorous judicial and Congressional oversight.


The next two entities within Trump’s ‘Deep State’ are the FBI and CIA. Established in 1908 under Title 28 U.S. Code 533, the FBI, like the Attorney General, is supervised by the DOJ and other federal law enforcement agencies, operating independently of any president’s personal preferences. While the President requires Senate concurrence for high-level appointments such as the Attorney General and FBI Director, other appointments are within presidential purview. However, all must operate within the law and remain accountable to the courts.


The CIA, created under the Central Intelligence Act of 1949, also requires Senate confirmation for its Director. With a Democratic majority currently in the Senate, Trump may encounter challenges in appointing his preferred candidate if this composition remains unchanged.


Historically, presidents attempting to install their own choice of CIA Director to “teach a lesson” to the agency have often met with limited success. Despite Senate approval, these directors have found it challenging to implement reforms inconsistent with the agency’s statutory mandates under Congressional Intelligence Committee oversight. A New York Times report dated December 22, 1974, noted that James R. Schlesinger, brought in by President Richard Nixon, struggled to enact reforms within the CIA and served only six months.


Conversely, Admiral Stansfield Turner, whom President Jimmy Carter appointed to “sanitize” the CIA, fired 820 agents from the CIA’s Clandestine Service in the so-called “Halloween Massacre.” Reflecting in 2005, Turner admitted he might have overreached in taking such a drastic step.


In fact, Turner’s actions inadvertently fostered cooperation between the CIA and Chinese intelligence services against the Soviet Union, which, as French investigative journalist Roger Falligot detailed in ‘Chinese Spies,’ opened opportunities for Chinese penetration into the Western world—a story I reviewed for Indian readers in 2019.


For the American electorate, the upcoming election will not just be a referendum on Trump’s leadership but a pivotal moment in defining the nation’s commitment to democratic norms and the independence of its institutions. In a time of escalating division, the resilience of these pillars of democracy may be the most crucial battleground of all.

(The writer is a former Special Secretary, Cabinet Secretariat. Views are personal)

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