India Positioned as Key Player in Emerging AI Markets: Lazard AM
India Positioned as Key Player in Emerging AI Markets: Lazard AM
IN · Published Aug 5, 2026
Lazard Asset Management's Eric Van Nostrand has highlighted India's potential as a significant player in the emerging AI market.
Speaking about the 'non-sexy parts of the AI trade,' he emphasized the opportunities in overlooked sectors such as data centers and chip supply chains.

Impact & Risks

India's growing focus on AI infrastructure could attract substantial foreign investment, boosting its economy and technological capabilities. However, challenges such as regulatory hurdles, skill shortages, and competition from other emerging markets could pose risks. The success of this strategy will depend on India's ability to create a conducive environment for AI innovation and investment.

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