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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.

The Soul of Bharat on the Big Screen

Mumbai: April 4, 2025, my heart feels heavier than it ever has. The news hit me like a monsoon storm—Manoj Kumar, the towering legend of Bollywood, the man who painted patriotism across our screens, is no more. At 87, he slipped away at Mumbai’s Kokilaben Dhirubhai Ambani Hospital, leaving behind a reel of memories that flicker in my mind like a projector that won’t stop spinning. As a movie fan who grew up with his films, I’m not just mourning an actor—I’m grieving the loss of a piece of my soul, a piece of India itself. They called him "Bharat Kumar," and oh, how he earned that name.


I remember the first time I saw ‘Upkar’ (1967). I was a kid, sprawled on the living room floor, eyes glued to our old TV. Manoj ji played Bharat, the farmer who gave everything—his dreams, his love—for his country’s soil. That song, “Mere Desh Ki Dharti,” wasn’t just a tune; it was a heartbeat, pulsing with pride and sacrifice. I’d hum it walking to school, feeling like I, too, could be that noble, that selfless. He won a National Film Award for that one, and rightly so—it wasn’t acting; it was living.

Then there was ‘Shaheed’ (1965), where he brought Bhagat Singh back to life. I’d sit there, popcorn forgotten, as he roared defiance against the British, his eyes blazing with a fire that could’ve lit up the darkest colonial night. It wasn’t just a film—it was a revolution on celluloid, a call to remember the blood that bought our freedom. Manoj ji didn’t just play the martyr; he became him, and every time I watch it, I feel that lump in my throat, that sting in my eyes. It’s no wonder it snagged three National Awards—his passion was a gift to us all.


Oh, and ‘Purab Aur Paschim’ (1970)—how do I even begin? He directed and starred as Bharat again, this time wrestling with the clash of East and West, showing us the beauty of our roots while the world tried to pull us away. I’d laugh at Saira Banu’s antics, then choke up when Manoj ji stood tall, singing “Hai Preet Jahan Ki Reet Sada.” It was a blockbuster, sure, but it was more—it was a love letter to India, penned in his signature hand-over-face style. That move, mocked by some, was his shield, his quiet strength, and I adored it.

And who could forget ‘Roti Kapda Aur Makaan’ (1974)? He directed and starred as Bharat—again, because who else could?—tackling poverty, injustice, and the gut-wrenching struggle for the basics of life. I’d watch, fists clenched, as he fought for the everyman, his voice cracking with raw emotion. It wasn’t just a movie; it was a mirror to our society, a cry for change. Seven Filmfare Awards across his career, they say, but this one felt like it carried them all—his heart bled through every frame.


Then there’s ‘Kranti’ (1981), the epic that had me on the edge of my seat. Manoj ji as the freedom fighter, leading Dilip Kumar and Hema Malini through a storm of rebellion—it was grand, it was gritty, it was everything Bollywood could be. “Zindagi Ki Na Toote Ladi” still echoes in my ears, a reminder of the battles he fought on screen, battles that felt so real I’d dream of joining the fight. He didn’t just direct that film; he sculpted a monument to resilience, and I’d cheer like a fool every time he outsmarted the British.


As I sit here, flipping through these memories, I can’t help but feel cheated. Manoj Kumar wasn’t just an actor or director—he was family. Born Harikrishan Goswami in 1937, he carried the Partition’s scars from Abbottabad to Delhi, turning pain into purpose. He gave us over 50 films in a career spanning four decades, snagging the Padma Shri in 1992 and the Dadasaheb Phalke Award in 2015—honors that felt too small for a man who gave India its cinematic soul. His last role in ‘Jai Hind’ (1999) might’ve flopped, but it didn’t dim his light in my eyes.


I’d read how he met Bhagat Singh’s mother before ‘Shaheed’, seeking her blessing—can you imagine the weight of that? Or how PM Lal Bahadur Shastri urged him to make ‘Upkar’ after the 1965 war, handing him “Jai Jawan Jai Kisan” like a sacred torch? That’s who he was—a man who didn’t just entertain but carried a nation’s dreams.


Manoj ji, you weren’t just “Bharat Kumar” to me—you were the uncle who taught me pride, the friend who shared my anger, the poet who sang my hopes. Your films weren’t movies; they were my childhood, my rebellion, my tears. I’ll miss you like I miss the India you dreamed of—flawed, fierce, and forever ours. Rest in peace, sir. Om Shanti.

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