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Varun Bhambhani

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Medial • 24d

🗞️ Medial Bulletin 🤖 AI & Automation • US-India interim deal signals boosted GPU and data-center tech flows, easing fears of AI chip export curbs. • Nifty IT hits 10-month low as AI disruption weighs on Infosys and peers; contrarians start buying dips. • India’s AI focus shifts to apps like BFSI workflows, multilingual voice, and agentic systems. 🇮🇳 India Tech & AI • New US-India trade pact commits to $500B in US tech/energy buys over 5 years, prioritizing GPUs. • India AI Impact Summit 2026 gears up as Global South hub for sovereign models and ethics. • Sarvam AI’s local models beat Gemini/ChatGPT, boosting home-grown AI in banking/govt. 🚀 Startups & Funding • Mumbai regtech IDfy raises ₹476Cr ($52M) from Neo to scale KYC/fraud tools for fintechs. • Weekly funding tops $130M across 20+ deals in AI, EV infra, climate tech. • Exponent Energy seeks $22-28M to grow rapid-charging network for EVs. 💼 Markets & Business • Sensex slips 665pts to 83K, Nifty down 200 to 25.6K amid Q3 results watch. • 63% Indian firms freeze hiring due to ongoing geo-tensions, lean to contracts. 🌐 Geopolitics • US-India GPU framework shields Delhi’s AI ambitions from global chip wars. 📊 Key Signals • Founders: Ride GPU access into voice/compliance AI plays. • Pros: Upskill fast: AI + geo risks squeeze traditional IT jobs. Stay Updated. Stay Ahead with Medial.

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US just slapped a 25% tariff on India and in response our GIFT Nifty took a hit down by 0.54%.

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