Make India Competitive Again

There’s one company that exemplifies the current moment in India’s AI investments. It doesn’t make advanced semiconductors or train large language models. Instead, it rents out space to companies that do. The arrangement is called colocation—think of it as real estate for servers, where clients plug in their machines while the “landlord” provides power, cooling, and connectivity. Sify Infinit Spac...

Artificial intelligence is no longer an option or privilege. It’s here to stay, even in schools. OpenAI and India’s education ministry have partnered to distribute free ChatGPT licences to government schools, and AI is being introduced into CBSE and ICSE’s curricula. The Ken conducted a survey in August to find out what our readers thought about language models becoming a constant presence in Indi...

India is relaxing rules for states to approve and fund standalone battery-storage systems. There’s a rush to build those projects, and tariffs are going lower and lower. Rajasthan set a “lowest tariff” record last week at Rs 1.77 lakh per megawatt per month, undercutting Andhra Pradesh. Maharashtra is now sending out feelers, so there may be an even lower figure soon. It’s a situation that has pla...

The Indian Semiconductor Mission, or ISM, is one of the most ambitious initiatives undertaken by the government in decades. Out of Rs 76,000 crore earmarked for production-linked incentives, roughly Rs 65,000 crore has already been committed, and the mission supports 10 major projects across the value chain. This is all good and great for building the infrastructure and facilities for making chips...

The audio edition of The Ken’s Make India Competitive Again newsletter, spearheaded by Seetharaman G. Every Wednesday, our editors and reporters read the latest edition and chronicle what India is doing, will do, and should do—to not just survive but thrive in the chaos unleashed by Donald Trump.