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.
Chapters
00:00 India's AI Moment The Big Picture
02:00 Welcome Introducing Sharath of Neysa
03:30 How He Built India's First Data Centre with NetMagic
06:00 How ChatGPT Sparked the Idea for Neysa
18:00 India is 2nd Largest AI Consumer
21:00 50,000 GPUs Today. 2 Million by 2028
24:30 Neysa vs AWS, GCP, Azure
28:00 Why Indian Banks Are Early AI Adopters
31:30 Financial Services, Healthcare, Manufacturing
35:00 PhonePe, Perfios, Hungama - Real AI Use Cases in India
38:30 Why Most AI Projects Stay in Pilot and Never Reach Production
52:30 GPU Obsolescence Risk — How Neysa Manages It
55:00 Healthcare, Education, Agriculture — Where Founders Should Build
58:30 IIT Bombay and the Bharat Gyan Project
1:01:00 Why India Needs to Keep Its AI Talent at Home
1:04:00 Why He Refused to Flip the Company Outside India
1:06:30 What It Takes to Make India the AI Research Capital of the World