- Theaihunter Newsletter
- Posts
- India’s $600 Billion AI Opportunity: NITI Aayog’s Vision for 2035
India’s $600 Billion AI Opportunity: NITI Aayog’s Vision for 2035
[Inside] From AI-driven GDP growth to Altman’s job predictions, FTC’s crackdown on chatbots, and China’s chip pivot
Dhiraj Das
September 16, 2025
Welcome Back, AI Hunters!
We hunt through hundreds of sources to deliver only the most exciting AI news and tool updates. Make sure to subscribe to our daily AI newsletter & move our email to your primary inbox.
In Today’s Edition:
🤔 $600 Billion Economic Upside by 2035
🔐 Altman Picks On AI’s Early Casualties and Last Bastions
😨 FTC Tightens the Reins on AI Chatbots
🤖 Alibaba, Baidu Reduce Dependence on Nvidia
Trending AI News
India’s AI Surge: $600 Billion Economic Upside by 2035
A NITI Aayog report titled AI for Viksit Bharat: The Opportunity for Accelerated Economic Growth projects that wider adoption of AI across Indian industries could add USD 500-600 billion to India’s GDP by 2035, over and above the baseline growth.
Key contributors include financial services and manufacturing, each expected to see 20-25% of their sectoral GDP driven by AI. The report also outlines that AI-led gains in financial services alone could reach USD 50-55 billion, while manufacturing might see USD 85-100 billion in incremental output and efficiency improvements.
India is poised to capture 10-15% of global AI value, leveraging its STEM base, R&D ecosystem, and digital infrastructure.
Why It Matters?
These gains could help India close the productivity and growth gap, enabling an 8% annual GDP growth under the Viksit Bharat vision. AI adoption promises more inclusive sectors, higher-value jobs, and strengthened competitiveness in both domestic and export markets.
More On: Business Today
AI NEWS
Altman Picks On AI’s Early Casualties and Last Bastions
OpenAI CEO Sam Altman told Tucker Carlson that AI chatbots will likely displace many customer-support roles, especially routine interactions handled over the phone or via chat, because AI can automate queries, refunds, and basic troubleshooting.
He said the impact on programmers is less certain: AI tools greatly boost developer productivity, and it’s unclear whether demand will rise or fall over the next five to ten years. Altman added that nursing jobs are probably safe for now, citing deep human empathy, bedside care, and patient trust that machines cannot replicate.
Why It Matters?
Altman’s remarks shape expectations for rapid service-sector automation, signalling potential job churn, urgent reskilling needs, and regulatory debate, while highlighting that empathy-driven healthcare roles may remain a resilient source of human employment.
More On: Mint
AI CHATBOTS
FTC Tightens the Reins on AI Chatbots with Children in Focus
The U.S. Federal Trade Commission (FTC) has launched a formal inquiry under its 6(b) authority, sending orders to seven companies: Alphabet, Meta, OpenAI, xAI, Snap, Instagram, and Character.AI to assess the safety of their AI chatbots, especially as “companions” for children and teens.
The agency wants detailed data on how chatbots are tested and monitored, how personas/characters are developed, how companies monetize engagement, how user inputs are processed, how risk disclosures and parental notices work, and what harm-mitigation mechanisms exist. The move responds to concerns about inappropriate content, privacy risks, and reported real-world harms, including suicides allegedly linked to chatbots.
Why It Matters?
As children increasingly turn to AI chatbots for emotional support or advice, failing to address risks could lead to exploitation, misinformation or psychological harm. The FTC’s study may shape future rules governing design, transparency, and safety standards for youth-facing AI.
More On: CNBC
AI MODELS
Source: Yahoo
Turning the Tables: Alibaba, Baidu Reduce Dependence on Nvidia
Alibaba and Baidu have started training AI models on domestically designed chips, partially replacing Nvidia processors. Alibaba has used its in-house chips on smaller models since early 2025, while Baidu is experimenting with its Kunlun P800 to train new Ernie variants.
Neither has fully abandoned Nvidia; both still deploy Nvidia hardware for their most cutting-edge systems. The shift is driven by escalating U.S. export curbs and Beijing’s push for chip self-reliance; reports say Alibaba’s chip now rivals Nvidia’s H20 in some workloads.
Why It Matters?
This move accelerates China’s semiconductor independence, risks denting Nvidia’s China revenue, and reshapes global AI supply chains, boosting domestic chip ecosystems and adding geopolitical pressure to U.S.–China technology relations.
More On: Reuters
Reply