SoftBank just sold about $5.8 billion worth of Nvidia shares earlier this week. The move frees up cash for new AI bets and comes as AI stocks power most of this year’s market rally. Nvidia’s rise has been spectacular but so have the warnings about overheating. 

Some analysts see a rotation coming: money could move from pricey tech giants to steadier markets. 

And that’s where India enters the picture. It’s grown slower, but on stronger fundamentals like broad demand, digital momentum, real earnings. 

The question now is simple: when the AI fever cools, can India keep its calm?

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