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New Delhi, September 15, 2026 — The BRICS Summit just wrapped up in New Delhi, and on the surface, everyone left looking pretty chummy — a joint front against US tariffs, handshakes all around. But dig one layer down and there's a more interesting story: China trying to position itself as the AI godfather of the Global South, and India not quite ready to say yes.
At the closing session, Xi Jinping stood up and said China would lead the charge on an open-source AI ecosystem for all 11 BRICS members. It's one part of a bigger five-point wishlist — special economic zones, a shared digital cloud, smart manufacturing, engineer training — but the AI piece is clearly the headline act. The plan: China helps build a shared open-source AI community, backs joint work on big language models, and runs training programs across member countries. Oh, and China's hosting next year's summit too, so expect more of this.
The timing here is almost too on-the-nose. While Silicon Valley's big names were busy arguing over whether AI needs to slow down for safety's sake, Xi shows up saying, basically, "we're not slowing down for anyone." And honestly, he's got receipts — Chinese labs like DeepSeek and Qwen are genuinely competitive with closed US models. He'd already sweetened the deal a day earlier by inviting BRICS countries into a separate ~30-country AI coalition China set up on its own.
Now, officially, everyone smiled for the group photo. But if you were paying attention, the cracks were there. Modi used his own speaking time to warn about critical minerals getting turned into geopolitical leverage — which, let's be honest, wasn't a random tangent. It was India quietly saying: we're not about to trade one dependency for another.
That hesitation makes total sense once you zoom out. Just months back, India was busy wooing OpenAI, Microsoft, Google and Amazon at its own AI summit, and those companies have collectively promised tens of billions toward Indian AI infrastructure. Meanwhile, India still doesn't have its own homegrown model that can go toe-to-toe with DeepSeek or GPT-class systems — chip access is limited, and training something that actually understands hundreds of Indian languages is no small task. That's exactly the gap China's cheap, open-source models could fill.
So India's caught in a bit of a bind. China's offer is genuinely tempting for cash-strapped startups and researchers. But leaning too hard into it clashes with India's whole strategy of staying the neutral middle-ground player between the West and the Global South — not to mention the border tensions that haven't really gone anywhere. Right now, it looks like India's keeping every door open rather than picking a team.





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