loader2
Login Open ICICI 3-in-1 Account
  • Text Size
  • Text to Speech
  • Color Contrast
  • Pause Animations

Open ICICI
3-in-1 Account

Manage your Savings, Demat and Trading Account conveniently at one place

+91

BLOG

L&T, through Vyoma.AI’s AI infrastructure subsidiary LTN Compute, has secured a Mega order

ICICIdirect Research 14 Aug 2026 DISCLAIMER

News: L&T, through Vyoma.AI’s AI infrastructure subsidiary LTN Compute, has secured a Mega order (₹10,000–15,000 crore) from Together AI to build India’s largest NVIDIA B300 AI Factory, deploying 10,000 GPUs at its Chennai data-centre campus. Importantly, this marks L&T’s foray into the AI Factory business, rather than entry into data centres, as L&T has operated its data-centre business under the Vyoma brand since 2025, previously L&T-Cloudfiniti. The Chennai campus is a GW-scale facility, with Phase-1 designed for 250 MW and 150 MVA power readiness. 

View: The order is positive, as it marks a shift for L&T from conventional data-centre infrastructure towards high-density, full-stack AI infrastructure, including GPUaaS, high-performance networking, storage and managed AI platforms. The company has been consolidating its digital infrastructure capabilities under Vyoma and is targeting >200 MW of data-centre capacity across India; the B300 deployment provides a strong anchor for scaling its AI Factory platform and monetising the rising AI-compute opportunity. 

Impact: Positive

Download ICICI Direct app

Invest, Track, and Manage your Portfolio Anytime, Anywhere

Download ICICI Direct app

Invest, Track, and Manage your Portfolio Anytime, Anywhere