India’s Sovereign AI Push Gets a Tailwind from Sarvam’s Round

Sarvam’s $234 million raise makes it a unicorn but exposes a tougher question: can India really fund sovereign AI at the scale that now counts?

Krishnadevan V

June 18, 2026 at 7:54 AM IST

IStock.com

The Morning Edge

Risk-Off Mood Returns as US-Iran Strikes Escalate Tensions

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 10, 2026 at 1:34 AM IST

iStock.com

What SpaceX's IPO Tells Us About the AI Bubble

Bubbles are hard to spot in real time, but a rush of big-ticket share sales has often been one warning sign investors ignore.

Vivek Kaul

June 9, 2026 at 1:33 PM IST

Istock.com

How SpaceX Is Moving Capital Markets from Submissive to Permissive Regime

SpaceX may be entering public markets, but public markets are also adapting themselves to SpaceX.

Chandrika Soyantar

May 26, 2026 at 10:55 AM IST

Istock.com

Haunsla, Eendhan, Badla: India’s AI Copyright Moment

India recognised the AI copyright challenge early. Delaying action now risks weakening creators, stalling AI growth and surrendering leverage globally.

Pranav Rai

May 25, 2026 at 8:59 AM IST

istock.com

A Cold Shower for the AI Mania

For now, it is far from clear how widely and quickly AI will be rolled out, and who will profit.

Raghuram Rajan

May 21, 2026 at 5:54 AM IST

Via WikiCommons

India’s Big IT Claims “AI-First”, Disclosures Show Otherwise

The Nifty IT P/E sits at around 20 times, well below the 28x-to-30x range the sector traded at through much of 2024. This compression tracks the widening distance between what the Big 6 are claiming on AI, and what they are disclosing.

Dev Chandrasekhar

May 18, 2026 at 8:39 AM IST

Istock.com

The Morning Edge

Oil Surge and Policy Uncertainty Keep Asian Markets on Edge

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

Dehuti Jani

April 29, 2026 at 2:03 AM IST

istocks

Infosys’s Guidance For 2026-27 Says What Management Would Not Earlier

Infosys hits targets but lowers expectations. Growth slows, conversion lags and AI remains a story without numbers.

Dev Chandrasekhar

April 24, 2026 at 3:36 AM IST

iStock.com

When AI’s Loyalties Are Tested: Data Sovereignty, Geopolitics and Energy Intensity

As AI systems power finance, defence and public infrastructure, questions of data control, energy supply and national jurisdiction are turning artificial intelligence into strategic infrastructure.

R. Gurumurthy

March 10, 2026 at 1:03 PM IST

iStock.com

Trump, Anthropic and the Lesson for India: Build an AI PSU

Anthropic’s clash with Washington shows that AI firms ultimately serve national interests. For India, relying on foreign AI for strategic uses may be a costly mistake.

TK Arun

March 6, 2026 at 12:07 PM IST

digitalindia.gov.in

Briefing

Beyond the Hype: Why AI May Not Deliver as Advertised

AI is being priced as destiny. History suggests technological revolutions travel a slower, more uneven path than markets assume.

V Thiagarajan

March 4, 2026 at 2:26 PM IST

iStock.com

Artificial Intelligence, Human Error, and Why Accountability Still Matters

AI dazzles, markets swing and elites stumble, yet accountability still anchors civilisation in an age of noise and overreach.

R. Gurumurthy

February 19, 2026 at 2:55 PM IST

PIB

Indian IT’s AI Reckoning Is Painful but Not Terminal

NIFTY IT has fallen 25%, erasing ₹9 trillion. As AI disrupts billing models, is this capitulation or the start of a deeper reinvention?

Dhananjay Sinha

February 14, 2026 at 5:13 AM IST

iStock.com

Beyond Big Numbers: Making AI Investments Work for India’s Sovereignty

Global AI investments bring scale to India, but sovereignty depends on ownership, data control, and capability, not just capital, data centres, or big headline numbers.

Shubhranshu

December 18, 2025 at 6:42 AM IST

Alvarez/Istock.com

The Bureau

Fed Holds Rates, but Warsh Debut Delivers Hawkish Reset

US-Iran Interim Accord Takes Effect, Hormuz Prioritised

Asian Markets Mixed as Hawkish Fed Offsets Relief From US-Iran Deal

Silver Imports Plunge After Duty Hike and Import Restrictions: GTRI

Gold Imports Remain Strong Despite Sharp Duty Hike: GTRI

The Central Banking Desk: BoJ Hits 1% As Fed Gets Oil Reprieve

India May WPI Inflation Surges to 9.68% Under New Series

US-Iran Peace Deal Offers Relief, and Lessons for India

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk