India’s know-how sector is trying to the Union Price range 2026-27 to advance the unreal intelligence (AI) ecosystem, drive innovation, and broaden digital infrastructure whereas making certain market liquidity for AI adoption throughout industries.
Finance Minister Nirmala Sitharaman is scheduled to current the Price range on Sunday, February 1, in Parliament.
The Financial Survey offered in Parliament on January 29 recognized AI as an financial technique slightly than a status know-how race. The survey advocated for a bottom-up, sector-specific strategy based mostly on open and interoperable programs to encourage collaboration and shared innovation.
CP Gurnani, former Tech Mahindra CEO and Co-Founder and Vice Chairman of AI agency AIONOS, stated the Survey brilliantly captures India’s AI momentum with India’s world-class expertise, numerous knowledge belongings and sensible pivot to bottom-up innovation with smaller, domain-specific fashions that match India’s actuality completely.
“India’s means ahead is thrilling, which is to leverage our engineering power to create reasonably priced, human-centric AI that solves native challenges first, then scales globally. This positions us not simply as contributors, however as leaders within the subsequent wave of significant innovation,” Gurnani stated.
Logistics SaaS firm FarEye said the business anticipates Price range measures to boost reliability and international competitiveness, with precedence given to autonomous logistics orchestration as a essential element affecting items motion and households nationwide.
“Incentives for utilized AI, superior planning programs, and interoperable digital workflows can be important to unlocking productiveness positive factors throughout multimodal networks,” Suryansh Jalan, CBO at FarEye stated.
Jalan famous that whereas logistics is projected so as to add practically 10 million jobs by 2027, focus should shift towards job productiveness and know-how readiness.
“Focused skilling for roles reminiscent of digital operations, control-tower administration, and AI-assisted planning can be key to sustaining long-term competitiveness. The most recent DPIIT-NCAER report recalibrating logistics prices to 7.97% of GDP displays the cumulative influence of sustained coverage focus, infrastructure funding, and digital enablement throughout the sector,” Jalan stated.
Hitachi Group IT agency GlobalLogic views the Union Price range as essential for transitioning from digital-first to intelligence-first infrastructure.
“The progress made in AI, knowledge platforms, and digital public infrastructure has laid a robust basis; the subsequent alternative lies in scaling this intelligence into the bodily world,” Piyush Jha, Vice President and Head for Asia Pacific, GlobalLogic, stated.
Sameer Kanodia, Managing Director at Lumina Datamatic, stated that he expects the Union Price range to give attention to strengthening digital and AI-led infrastructure that underpins information companies, publishing, and the fast-growing retail and e-commerce ecosystem.
“Continued investments in superior applied sciences reminiscent of AI, automation, and cloud platforms can be essential to enhancing productiveness throughout content material creation, digital publishing workflows, and large-scale retail operations,” Kanodia added.
Semiconductor producers, important for AI infrastructure improvement, need the finances to prioritise continuity, execution certainty and long-term competitiveness as main semiconductor and electronics initiatives enter implementation phases.
Ashok Chandak, President of chip makers business physique IESA, stated the India Semiconductor Mission (ISM)-led Semicon India Program, Designed Linked Incentive (DLI), Manufacturing Linked Incentive scheme and Electronics Element Manufacturing Scheme have delivered tangible progress, with sooner approvals, massive dedicated investments and visual motion from bulletins to on-ground execution.
“Key expectations embrace continuity and strengthening of ISM 2.0, increased budgetary allocations for permitted initiatives in FY27, and a simplified, time-bound pari-passu disbursement mechanism. Semiconductors and electronics are capital-intensive, long-gestation sectors. Tax certainty and execution predictability are as necessary as incentives,” Chandak stated.
Telecom gear producer HFCL anticipates measures to rework the nation’s telecom infrastructure benefit into lasting technological management.
“The forthcoming Price range can catalyse this transition by introducing a focused Innovation-Linked Incentive (ILI) mechanism. This program must be exactly engineered to reward R&D expenditure and patent technology in 6G, Synthetic Intelligence, and Defence Applied sciences, the core triad of future strategic energy,” Mahendra Nahata , Managing Director at HFCL stated.
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