SaaS & Tech

Its first 100 customers came from posters handed out in Rishikesh. Its operator software has since served more than four times as many customers as the marketplace itself.

The Simility founders pair an AI platform with field engineers who build each customer's applications and stay responsible for the results. Recurring revenue has grown eightfold in six quarters.

The warning is sharper than the forecast. He said the Western data centre backlash may reach India, which almost nobody here is planning for.

The proposed 50:50 venture would assemble racks, servers and networking gear and make power and cooling systems. The GPUs still come from abroad, and the anchor customer may be Adani's own data centres.

The AI agent company moved to Singapore, sold itself to Meta for about $2 billion, and was ordered by Beijing to undo the deal. Its new round is led by Boyu Capital and IDG, with Tencent returning.

Against FY26 revenue of ₹15,913 crore that is roughly 1.6 times. Schneider just paid 8.7 times for PTC.

Nearly $4 billion of acquisitions in under two years, almost all paid in shares. The strategy works while the currency holds.

Microsoft claims 40 per cent more tokens per megawatt than leading GPU systems. The comparison it declines to name is Nvidia.

A year ago MeitY declined to propose an AI law. The minister now calls the coming paper the base for regulation that has to come.

Vector Line invests only in chips, and its first India cheque went to an engineering services firm rather than anything that makes silicon.

The fresh issue went up by ₹230 crore. The shares existing holders want to sell went up by nearly five crore.

In August investors valued Firmus above $10.5 billion. The IPO asked for $30.6 billion, and the market declined.

Yotta, Emergent, Sarvam and Freehand took roughly nine-tenths of it. The other 31 deals shared what was left.

Earlier talk put Jio between $130 billion and $170 billion. The reported band lands at about $107 billion, and the gap is the story.

Tower company shares rose on the same news. That tells you what the market thinks SpaceX is actually building.

Seventy-five projects worth $130 billion were blocked or delayed in one quarter. The secrecy that was supposed to smooth approvals was costing more than it saved.

A captive centre bills its parent at cost. It has no customers of its own, so on a standalone basis it is worth almost exactly what TCS is paying.

Nobody lost a customer. The market simply discovered it had been pricing a supply chain off a number that included other companies' revenue.

The expansion was announced two days before the US suspended HCL from PERM. Unconnected events, pointing the same way.

No H-1B visa has been cancelled. What has been suspended is the path to permanent residency, which is a retention problem rather than an operational one.

Four qubits now, a hundred by 2029. The business that funds the gap is optimisation hardware that runs without a cryogenic refrigerator.

No fund size has been disclosed. The distinctive piece is the academic and IP partnership route, which is where Indian deep-tech is thinnest.

The Hyderabad company sells to colleges, not students, building skills into the four-year degree. Its test is placements, in entry-level IT jobs that AI is rapidly reshaping.

A battery maker is among the largest investors. That is less strange than it looks, and it says something about where the constraint has moved.

The seller's shares rose 33 per cent, the buyer's fell 8. Jefferies called it a decade-low valuation that could still weigh on Schneider afterwards.

The launch brands are jewellery, insurance, matchmaking and education, all categories where buyers ask questions before they know what to search for.

The stated case is that a studio must become a technology company. The price already assumes the savings arrive.

HBM takes roughly three times the wafer capacity per bit of ordinary DRAM. Making more of it is why your laptop costs more.

The quantum company earned about ₹2 crore in FY25. A year's interest on this debt is roughly ₹6.9 crore, so repayment rests on the next equity round, not on quantum revenue.

The two decisions are not in conflict, and read together they show where the industry thinks the risk sits, and where it does not.

A sales interview rewards the candidate who pitches themselves best to a friendly buyer. Scooter shows managers how candidates handle real objections before they see the CV.

Published a month ago and worth revisiting: the cluster Bain expects to be hollowed out is the one Indian IT services occupies.

The chips run in 15-minute bursts. Google's own paper puts the launch economics at 1,800 Starship flights before any of this competes with a building.

Marketing was nearly four times the prior year, and content cost under ₹200 crore. Making the shows is the cheap part.

Profound just raised $180 million selling software that tracks brands in AI answers. Unveilr's founder argues nobody wanted another dashboard, and sells the work itself.

The model reaches trusted cyber defenders first, without the restrictions that stop it helping with security work. Google's own staff reportedly find it better on tests than on real tasks.

Nvidia already sells world models, simulation and robotics tooling to the same customers. AMD is buying research, not a distribution advantage.

Two satellites at 1.5 kilowatts each will not replace a data centre. What they could replace is the ground station.

The attached property sits with family members and private trusts rather than the company. That reflects the shape of what the agency alleges.

The company owns all its intellectual property and rents its factories. That is rarer among Indian defence suppliers than the IPO itself.