๐บ Bessemer Maps India's 'Swaraj Stack' โ A Six-Layer Bet on AI Self-Reliance
โข Bessemer lays out a six-layer roadmap (energy, compute, data, models, infra software, applications) for India's push toward AI and tech self-reliance.
โข India's power capacity (~520 GW) is projected to nearly double to 1,121 GW by 2035-36, with datacenter capex seen hitting $20-25B by 2030.
โข Indic languages make up just ~1% of Common Crawl training data despite India being 18% of world population โ a key gap for sovereign AI models.
โข UPI already processes 22B+ transactions per month, underscoring the scale of India's digital-infrastructure base.
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