A Moment of Excitement and Unease Public excitement around artificial intelligence has grown rapidly. New models appear every few months. Companies feel pressure to declare themselves “AI-ready”. Investors chase deals at historic speed. At the same time, conversations continue in policy circles, boardrooms and research institutes: are we living through an AI bubble? The short answer is that parts...
Back in 2014, I was on the road scouting Indian data centre companies for potential investment and partnership opportunities in the Netherlands. A handful of players were around- the ecosystem felt small and tentative. Data localisation wasn’t yet a buzzword. Fast forward to 2025, and it’s almost unrecognisable. India’s data centre market has quietly crossed the 1 GW capacity mark and is racing...
From Trends to Tactics: Where India’s Digital Story Gets Real In Part 1 of this series, we explored the changing dynamics of India’s enterprise market, which is now characterized by a strong focus on outcomes and a pivot from cost arbitrage to impact. In this second part, we will focus on the sector-by-sector implementation of tech stacks that are transforming operations, customer...
I’ve been tracking India’s enterprise technology landscape for years—initially to spot Indian companies looking to expand globally, and over time, to understand how European tech firms view India as a growth market. Today, it’s the latter that dominates my conversations. And almost every time, the discussion starts with a version of the same question:“Can we really make it work in India?” The...
India’s startup ecosystem has established itself as the third-largest startup hub globally, with over 1.57 lakh startups1 recognised as of December 2024. This dynamic landscape is driven by key sectors such as fintech, SaaS, artificial intelligence (AI),deep tech, and electric vehicles (EVs), which have collectively attracted significant investment and innovation. I will explore in this...
