India's GPU footprint is on track to grow 40x by 2030, from ~50,000 today to a couple of million.
That number is bigger than any public forecast. Sharad Sanghi has the unusual standing to make it: he built Netmagic into India's most significant datacenter business, and he's now running Neysa, the only neo cloud in India that Semi Analysis has rated, backed by Blackstone. In this episode of Intelligent Indians, Rajinder Balaraman and Sharad cover:
1. Why neo clouds exist as a category, and what hyperscalers structurally can't do for one market
2. The ITQ case study: how to define ROI before infrastructure
3. The three infra mistakes that quietly cost AI teams 10x their compute spend
4. Why power, not GPUs, is the real bottleneck, and why 50% of India's data centre capacity sits in one city
5. What India's AI Mission could actually unlock in the next phase
If you're building AI infrastructure in India, tracking the space as an investor, or working on policy in the area, this is the operator view. From someone whose entire balance sheet depends on getting the call right.
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