वयम् · Wednesday, 21 October 2026 · BengaluruInstagramYouTubeRSS
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A door into Vayam · उद्यम

Venture: Where is the money going?

Capital, companies and the picks and shovels — announced versus built. Every Vayam story is filed under one of four doors — Discovery, Community, Venture, Dialogue — so you can walk in through the question you already have.

A cracked white salt flat with rows of solar panels on blue frames in the foreground, a long low concrete industrial hall in the middle distance, and refinery towers and a small flare on the horizon under an overcast sky.
AI & Data Centers· Profile

Jamnagar: why Reliance is building India's AI backbone next to its refinery

A quarter of India's refining capacity sits in one Reliance fence. Now the same site is promised 120 MW of AI compute by December, on solar power that has not yet arrived.

A half-built concrete data hall of bare columns on flat red earth, with an unmarked tower crane above it and stacks of rebar and precast panels in the foreground under an overcast sky.
AI & Data Centers· Analysis

The 2047 tax holiday, read carefully: the concrete must be Indian, but only on paper

India will not tax foreign cloud firms' global income from Indian data centres until 2047. An August amendment lowered the gates further. What the bargain asks for in return is thinner than it sounds.

An unmarked server tray with metal heatsinks and a blue cooling plate rests on a dusty steel table inside an unfinished concrete hall; through open bays, a steel factory frame and cranes stand on a dry, flat plain.
AI & Data Centers· Explainer

India can write its own AI. It cannot yet make the thing that runs it

Sarvam and BharatGen trained Indian models on Indian soil. Underneath them sits imported silicon, and the terms of import are written in Washington. A floor-by-floor walk through India's AI stack.

A long, dim data centre hall with rows of unbranded server racks on both sides, blue coolant pipes running overhead, and a lone figure standing far down the central aisle.
AI & Data Centers· Data brief

IndiaAI rents its GPUs by the hour. The numbers show who pays for them

The IndiaAI Mission owns almost none of its 45,000-odd GPUs. It empanels private operators and pays part of the bill. Here is what that has bought, and what it has not.

Flooded paddy fields and a small grove of trees in the foreground; behind them a long grey boundary wall, a cleared red-earth hillside and two construction cranes, one blue, with a grey sea on the horizon under monsoon cloud.
AI & Data Centers· Profile

Visakhapatnam, the AI coast: who gave up the land under India's biggest compute bet

Subsea cables, cheap construction and a state in a hurry have made coastal Andhra the centre of India's AI build-out. The fields below Star Hill are where its costs are being argued.

A nearly empty car park at dusk beside a windowless concrete data hall lined with rooftop cooling units; three scooters are parked in one corner and a single doorway is lit.
AI & Data Centers· Analysis

Thirty jobs per 100 MW is America's number. India's is bigger, and still no Bhilai

Andhra Pradesh capped Google's Vizag incentives at ₹22,002 crore. The campuses' own filings list 1,725 permanent staff. Read the terms: the state is buying megawatts, not a township.