AI: The India Stack · Sector
The only sector where funding tripled into 2026. India's edge is deployment at population scale and cost-efficient talent, not frontier models; sovereign-AI procurement (IndiaAI, Sarvam) is the de-risking anchor. Entry valuations are the risk.
Point-in-time: grades are reviewed each cycle; every change publishes as a dated action. Snapshot 3 July 2026.
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