AI
The Great Software Replacement That Isn’t
AI can generate code, but it cannot replace the knowledge, trust and complexity that make enterprise software actually work.
AI can generate code, but it cannot replace the knowledge, trust and complexity that make enterprise software actually work.
Projects in Kenya and Cuba are taking India’s familiar digital locker abroad.
Chinese open-weight models are gaining ground. India must use them without losing control of its data or infrastructure.
As AI models grow more powerful, the infrastructure needed to run them is becoming an industry of its own.
As India scales AI, cost-competitive data infrastructure at scale becomes increasingly important.
Fresh Semicon 2.0 funding will strengthen infrastructure for India’s AI and electronics future.
Prediction is becoming cheap, which means seeing the future is now the easy part. Acting on it is the hard part.
The countries that win the AI era will own the stack. India is building towards that moment.
The end of one-size-fits-all comes with a tutor for every child, personalised newsfeeds, and the loss of common ground.
Every revolution has really been about ending a scarcity. AI ends the scarcity of expertise. The next scarcity may be trust.
India's defining choice is between reacting to a changing world and helping shape the emerging order.
India’s next transformation will depend not on AI adoption, but on whether it builds and owns the systems behind it.
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