The India Opportunity

The Infrastructure Is Closed: Sovereign Compute, Stable Macro, and the Companies That Are Moving Now

May 31, 2026

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6 min read

The Infrastructure Is Closed: Sovereign Compute, Stable Macro, and the Companies That Are Moving Now

Week 23 | Issue 6A

Ahead of Schedule: India's $98 Billion Innovation Economy Rewrites the 2030 Playbook

May 14, 2026

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8 min read

Ahead of Schedule: India's $98 Billion Innovation Economy Rewrites the 2030 Playbook

Week 20 | Issue 5B

From Destination to Foundation: India Is Now the Infrastructure the Global AI Era Is Built On

Apr 30, 2026

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9 min read

From Destination to Foundation: India Is Now the Infrastructure the Global AI Era Is Built On

Week 18 | Issue 5A

India Builds the Stack: Chips, Compute, Models and the Infrastructure the World Is Now Buying

Apr 14, 2026

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14 min read

India Builds the Stack: Chips, Compute, Models and the Infrastructure the World Is Now Buying

Week 16 | Issue 4B

India's Moment Goes Institutional: OECD, AI, and the Companies That Are Moving Now

Apr 1, 2026

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18 min read

India's Moment Goes Institutional: OECD, AI, and the Companies That Are Moving Now

Week 14 | Issue 4A

From Cost Centre to Command Centre: India Takes Its Place in the Global AI Stack

Mar 15, 2026

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16 min read

From Cost Centre to Command Centre: India Takes Its Place in the Global AI Stack

Week 12 | Issue 3B