Global AI infrastructure appears fragile due to immense capital deployment and uncertain returns. However, a market correction shifting investor focus from frontier models to local applications offers India a strategic opening. Despite capital limitations, India boasts deep software talent, robust digital public infrastructure, and a vast domestic market. A slower AI race allows India to leverage these inherent strengths, mirroring nations that successfully exploited tech transitions. This opportunity, while not guaranteed, presents India a crucial path to global AI relevance.