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From Code to Copper: Why the AI Stack Must Begin with Electrical Infrastructure

For the past few years, the global AI discourse has been remarkably narrow. AI stakeholders and commentators have talked about models, startups, automation, India's IT industry, job loss, AI chips, and Nvidia’s valuation. The conversation has oscillated between techno-euphoria and techno-anxiety. Artificial Intelligence has been framed as software — as code — as something that lives in servers and manifests as chatbots, copilots, and generative tools. What has almost never been discussed is the electro-physical backbone that makes AI possible. Yesterday, at the ongoing AI Impact Summit, the Adani Group unveiled one of the world’s largest integrated energy-and-compute investments, committing 100 billion dollars to develop renewable-energy-powered, hyperscale AI-ready data centres by 2035. By 2035, the investment is expected to catalyse an additional 150 billion dollars across server manufacturing, advanced electrical infrastructure, sovereign cloud platforms and allied industries, c...
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State-Level Wipros and Infosyses: Building Regional IT Service Champions to Tailor Global AI for Bharat

Introduction India's AI momentum is unmistakable. The AI Impact Summit 2026, taking place from February 16 to 20, at Bharat Mandapam, Delhi, has drawn top leaders from global technology companies like Microsoft, Google, Nvidia, OpenAI, Anthropic, and more, with 250,000–300,000 expected participants, 600+ startups in the Expo, and discussions on governance, skilling, job creation, and equitable growth.  This is also a time when sovereign initiatives are advancing:  Sarvam AI recently inked partnerships with the Odisha government to establish a 50MW Sovereign AI Capacity Hub (~25,000 GPUs, ~₹20,000 crore for Odia population-scale apps) and the Tamil Nadu government to establish a Digital Sangam (20MW research park with IIT Madras). Reliance Industries Ltd recently announced gigawatt-scale data centers in Jamnagar, Gujarat and Visakhapatnam, Andhra Pradesh, with more than 20 billion dollars investment. RIL would license-in global models for affordable Jio-bundled access. These ef...
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Edge AI in Indian Healthcare: Empowering the Clinician, Transforming the System

India's healthcare system is undergoing one of the most consequential technological transitions in modern history. Artificial intelligence—particularly edge AI (also termed embedded AI, embodied AI, on-device AI, or physical AI)—is moving beyond pilot projects into everyday clinical practice.  Portable diagnostic tools, AI-enhanced stethoscopes, retinal cameras, pocket ECGs, and real-time ultrasound guidance are already deployed in primary health centres (PHCs), district hospitals, and Ayushman Arogya Mandirs across the country. These devices do not merely assist; they capture high-fidelity clinical signals, process them locally with low latency, generate suggestions, auto-document into electronic health records via the Ayushman Bharat Digital Mission (ABDM), and continuously learn from real-world interactions—all while keeping the final clinical decision firmly in the hands of the nurse or doctor. This architecture is not accidental. It reflects a deliberate sociological and polic...
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The Era of Industrialization of AI — and India’s Strategic Opportunity

Over the last few days, the top five US technology companies have announced a cumulative capital expenditure of about $670 billion for 2026 alone(!). This figure exceeds the annual GDP of nations like Switzerland or Poland.  But, this is not just a large number. It's a structural break.   For two decades, technology was defined by its asset-light character. Code scaled faster than concrete. Software displaced steel. Platforms replaced plant.  This paradigm is now reversing. Artificial Intelligence at frontier scale is not asset-light. It is infrastructure-dependent. It demands hyperscale data centres, gigawatts of power, advanced cooling systems, semiconductor supply chains, and physical redundancy engineered for near-zero downtime. The firms once celebrated for minimal capital intensity are now building industrial-scale infrastructure. We are entering the era of Industrialisation of AI — where tech giants are no longer just coding—they are building the physical crus...
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From Traffic Chaos to Asset Creation: The Business Case for Urban Spatial Discipline

In the last few weeks, we have seen multiple stories of car and bike drivers falling into open pits along city-roads and losing their lives. The incidents have triggered visible anger across urban India — amplified by news media and social media. The public reaction  is not just outrage at tragic accidents. It is something deeper: accumulated frustration with the everyday disorder of Indian cities — poorly maintained roads, unchecked encroachments, haphazard digging, weak enforcement, and a pervasive sense that no one is truly in charge of urban space. When road infrastructure becomes so unmanaged that it turns lethal, the problem is no longer “traffic”.  It is governance failure. These deaths were not freak events. They were manifestations of a larger, structural condition — one that Indian cities are drifting into quietly, and dangerously. A Nation on Wheels India is motorizing at a historic pace. Vehicle sales — two-wheelers, cars, commercial fleets — have expanded sharply ...
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Towards Developmental Democracy: Recalibrating India’s Bureaucratic Architecture

In recent public policy discussions, a familiar argument has gained traction: the Indian bureaucracy is excessively risk-averse. In a rapidly expanding economy, the argument goes, civil servants must become more bold, more entrepreneurial, and existing safeguards must be relaxed to enable more dynamism. This framing, I argue, is inadequate.  India does not need a risk-taking bureaucracy.  India needs a structurally-aligned, growth-enabling bureaucracy. The challenge before us is not personality reform. It is architectural reform. The Myth of Administrative Inertia The claim that Indian bureaucracy is disconnected from industry or resistant to growth, collapses under scrutiny. Across states, competitive federalism is now political reality. Investment summits are not symbolic exercises; they are followed by land aggregation, regulatory coordination, infrastructure provisioning, and monitoring frameworks executed by bureaucrats. The headline metric is no longer just capital commi...
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Breaking the Paywall Black Hole: How AI Could Finally Democratize Real News Access

Every morning I open my phone expecting to catch up on the day's business and economic pulse—only to slam into paywalls. The Economic Times (ET) has become particularly brazen: 80–90% of their stories are locked behind the ET Prime paywall. Worse, they even wall off stories that are already public—PIB releases, government announcements, even widely shared updates on X. It is creating a growing black hole in accessible information. This isn't just an irritation for readers. It's a systemic problem for AI too. Most large language models (LLMs) were trained on broad web crawls from years ago, before paywalls hardened and publishers started aggressively blocking crawlers. Newer models increasingly miss high-quality, exclusive content, falling back on open snippets, social media noise, aggregated summaries, or lower-effort reposts. The result? AI knowledge on current events gets shallower over time—especially for nuanced stories from countries like India. I’ve been turning this ...
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