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From Hosting to Shaping: Building India’s Compute Economy Through Multi-Layer Coordination

Uber CEO Dara Khosrowshahi's five-day visit to India this week was a landmark in India's technology economy. The visit involved government engagement, strategic investment, tech capacity expansion, and showcasing of affordable mobility options amid competition. The two most important takeaways of his visit, to me, were:-  New GCCs: Plans to open two major technology/engineering centres in Bengaluru and Hyderabad by end of 2027, accommodating ~9,600 new employees to support operations and product development. Hyderabad already hosts Uber’s first engineering facility outside the US.  First data center in India: Partnership with Adani Group (AdaniConneX) for a data center, expected to be online in Q4 2026, enabling scaled tech testing and global deployment. Announced after Dara Khosrowshahi met Gautam Adani. At first glance, these may appear to be separate developments — one involving office expansion, the other involving cloud expansion. They are not. Together, they reveal somet...

From Clay to Capability: Building India's Ceramic Industrial Ecosystem

For years, India's health consciousness movement has been understood primarily as a food story — organic produce, clean labels, reduced sugar, plant-based proteins. The conversation was about what Indians eat.  Then it shifted, gradually, to how Indians cook — less oil, slower methods, more intentional preparation.  What is now emerging is a third frontier: in what   Indians  cook. According to a recent BusinessLine report, published on 11 May,  Indian households are increasingly replacing Teflon-coated pans and conventional aluminium cookware with cast iron, enamel, and ceramic alternatives. The concern driving this shift is not aesthetic — it is chemical. Awareness around synthetic coatings, microplastic leaching, and long-term material safety has grown sharply, particularly among younger urban consumers setting up modern kitchens. Health consciousness has expanded its perimeter from the contents of the plate to the vessel that produced it. This is not a nich...

The Missing Middle: Why India Needs to Build A National Capability Translation Ecosystem

Three recent developments in India’s industrial discourse have quietly pointed towards a deeper shift in the country’s industrial imagination. On 9 May,  Vedanta Group said that India needs to accelerate domestic exploration of natural resources and operationalise such resource assets faster, to reduce import dependence and strengthen long-term resource security. It further said that vulnerabilities in global energy and mineral supply chains are structural, not cyclical, as India remains heavily dependent on imports for crude  -oil and several key resources. On the same day, Deloitte published a report saying India's mining sector has the potential to contribute an additional $500 billion to the economy and create up to 25 million incremental jobs by 2047, but achieving this will require a major shift towards "Mining 5.0" driven by artificial intelligence, integrated digital systems, and sustainable operations. Yesterday, the Union Cabinet approved the Scheme for Promotio...

From Growth to Resilience: Why India’s Engineering Culture Matters Again

The Shift in India’s Economic Vocabulary Over the last few years, discussions about India’s economy have often oscillated between two extremes. On one side lies persistent pessimism — concerns about unemployment, inequality, social stress, and geopolitical vulnerability. On the other side lies celebratory optimism built around startup valuations, e-commerce expansion, rising vehicle sales, and headline GDP growth. Yet beneath both these narratives, a quieter but potentially more consequential shift now appears to be underway within sections of India’s political, industrial, and financial establishment. Recent addresses by policymakers and industry leaders, combined with emerging corporate investment and earnings patterns, suggest that India may be slowly transitioning towards a new development imagination — one centered less on short-term growth and more on industrial depth and long-term resilience. The Emerging Resilience Doctrine This transition in Indian thinking is not occurring in...

From Campus Placement to Strategic Partnership: How State Governments Can Turn the Startup Hiring Momentum into a Capability Movement

The Hiring Shift Nobody is Structuring Every placement season, India's engineering colleges open their gates, companies arrive, offers are made, and the cycle closes. For decades, this annual ritual was dominated by a handful of IT majors — TCS, Infosys, Wipro, HCLTech — whose bulk recruitment defined the employment horizon for lakhs of engineering graduates. That architecture is changing. According to a recent report by Financial Express (published on 2 May) TCS hired approximately 25,000 freshers for FY27, down from 44,000 in FY26. Overall headcount growth across IT majors has moderated to around 2% in FY25 and FY26, compared to over 10% during the post-pandemic surge.  Into this space, the FE report says, startups are moving. They now account for 25-35% of software engineering offers at leading institutions. At VIT, around 1,500 companies visited campuses this year compared to approximately 1,000 last year. Industry estimates project startups will collectively hire 60,000-80,000...

Bringing Unincorporated Enterprises and Informal Workers into One System: A Layered Labour Market Architecture

India's informal economy has been approached, almost always, from one direction at a time. On one side, the worker: enumerated, registered, provided social protection, linked to food security. On the other, the enterprise: supported through credit schemes, market linkages, and technology adoption programs. Both directions are legitimate. Neither is sufficient. What has never been attempted — institutionally or conceptually — is treating these two populations as two sides of one system, and designing accordingly. This is the coordination gap at the heart of India's informal economy. And closing it requires not another scheme, but an architecture . The Annual Survey of Unincorporated Sector Enterprises (ASUSE) 2025, released by MoSPI on 6 May, makes the urgency concrete. India's unincorporated non-agricultural sector now comprises 7.92 crore establishments, up from 7.34 crore — a growth of nearly 8% — and employs 12.81 crore workers, adding 74.52 lakh jobs in a single survey ...