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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.

Where the Krushna Flows

Mohan Deshmukh’s book From the Banks of Krushna River, originally published in Marathi as Krushnakathavarun, reminds me of my stay in Sangli district (1965-1969), which was one of the most memorable periods in my long government service.

 

His book is a delightful account of Sangli’s rich cultural and artistic heritage. It also tells the story of how a village boy from the district - the son of an honest and upright junior police officer - rose to become a leading builder and later president of the Maharashtra Chamber of Housing Industry (MCHI), where he sought to bring order to Maharashtra’s often chaotic real-estate sector. More remarkably, it recounts how he walked away from a flourishing business in 2013 in search of inner peace through Vipassana.

 

Although I joined the Maharashtra cadre in 1960, my earlier postings gave me little opportunity to immerse myself in Marathi culture and literature. It was only in Sangli that I came to appreciate, in any depth, the district’s rich traditions of poetry and theatre.

 

In that sense, I was fortunate. Soon after I assumed charge as Superintendent of Police, Sangli, the government acquired a tract of land that had once belonged to the legendary Marathi playwright Govind Ballal Deval (1855–1916). It was chosen as the site for a new police headquarters, complete with a vast parade ground and 300 constabulary quarters, the construction of which became one of my principal responsibilities.

 

Deval wrote at least seven Marathi plays, among them the celebrated Samshay Kallol, broadly inspired by Molière's Sganarelle, or The Imaginary Cuckold. By a happy coincidence, I had watched Samshay Kallol during my district training in Solapur in 1960, long before fate brought me to the land once owned by its author.

 

By 1969 I was able to construct a well-equipped police recreation auditorium and get government approval to name it after the late Deval. The naming ceremony was done by the well-known Marathi writer, the late Padma Bhushan Vishnu Sakharam Khandekar, who later won the Jnanpith award in 1974 for his novel ‘Yayati.’

Sangli was aptly known as Natya Pandhari (“the pilgrimage of Marathi theatre.”) It was here that Vishnudas Bhave, the pioneer of the Marathi stage, premiered Sita Swayamvar, the first Marathi play, in 1843. In my time, nearly every major new Marathi play opened in Sangli. Equally memorable was hearing artistes such as Hirabai Barodkar of nearby Miraj and the poet-lyricist G.D. Madgulkar (Ga Di Mā) of Atpadi, whose Geet Ramayan, beautifully rendered by Sudhir Phadke, became a cherished Sunday ritual on All India Radio.

 

Mohan Deshmukh’s mention of Krushna river, the lifeline of Sangli, its basin and confluence with Warana river also reminds me of my experience of the discordance in Sangli district’s political life. He quotes Ga Di Mā’s wistful poem which had narrated Krushna’s beauty together with its hidden contradictions and sorrows: “Sant vahate Krishnamai, tiravarlya sukhadukhanchi, janiv tijhala nahi” (author’s translation: “Calmly flows Mother Krushna, untouched by the joys and sorrows on her shores”).

 

That was my experience too. Sangli introduced me to some of Maharashtra's political giants—Yashwantrao Chavan, Vasant (Dada) Patil and Rajaram Bapu Patil. Despite my being an outsider, they treated a young police officer with warmth and trust.

The pleasantries, however, were brief. Soon after taking charge in 1965, I found myself confronting a violent anti-famine agitation led by the Shetkari Kamgari Paksh in Tasgaon. For days, protesters clashed with the police as they tried to march on the taluka office. During one confrontation, a young demonstrator struck me on the head with a lathi, blaming me for the violence.


It was an early glimpse of the defiant spirit that the author captures so well. Sangli, he writes, has long been a land of self-respect and resistance, from its defiance of Mughal rule to the freedom struggle, when "Krantisingh" Nana Patil established the Prati Sarkar, alongside revolutionaries such as Kisan Veer and G.D. Bapu Lad.

 

The book traces the author’s childhood in Tasgaon, Budhgaon and neighbouring villages, his struggle for education, and the timely support he received from the Police Welfare Fund. Running through it is his father’s simple creed: remain honest, however poor, and rise only by lawful means.

 

(The writer is a former Special Secretary, Cabinet Secretariat and member of the two-man high level committee appointed by Govt.of Maharashtra to enquire into the systemic errors during 26/11 Mumbai terror attacks. His latest book, ‘India and China at Odds in Asian Century,’ was published by Hurst London and by Pentagon Press, New Delhi) 

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