Where Is India’s AI Money Going? | Data Centres, GPUs & Hidden Bottlenecks | The Valuation School

Описание: In this video, we break down India’s changing AI ecosystem and what it actually means beyond the hype.

From big AI announcements and data centre capex to GPUs, sovereign AI, and the business models behind it, this is a practical framework to make sense of the AI race in India.

✅ India’s AI Buildout: Hype vs Real Infrastructure
✅ Reliance, Adani, Tata, Yotta, Infosys & Sarvam AI; Who Is Building What
✅ IndiaAI Mission, GPUs & Why Compute Capacity Matters
✅ Data Centres, Power, and How AI Infrastructure Is Monetised
✅ Sovereign AI in India — Opportunity, Strategy, and Control
✅ AI Economics: Capex, Competition, Margins & Who Captures Value

Sources: https://docs.google.com/spreadsheets/...

If you want to understand India’s AI story through a finance and business lens (not just headlines), this video will help you connect the dots.

This takeaway has become a must-have for CFA, CA, MBA, investment banking, and equity research aspirants.

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Hosted by CA Parth Verma, founder of The Valuation School, known for simplifying valuation, investment banking and equity research for 1 million+ finance learners.

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