
The MANGO paradox: Why India has been unable to harvest the fruits of the AI revolution
India finds itself in an ironic predicament. The country that produces over 20 million tonnes of mangoes annually — nearly half the world's supply — has failed to cultivate its own MANGO ecosystem. Not the sweet, succulent fruit that graces our summer tables, but the tech titans that rule the artificial intelligence landscape: Meta, Anthropic, Nvidia, Google, and OpenAI.
This is particularly puzzling given India's extraordinary contribution to these very companies. Indian engineers occupy critical development roles across all MANGO organisations. Sundar Pichai leads Google, Satya Nadella helms Microsoft (a key OpenAI partner), and countless Indian engineers power the innovation engines of Meta, Nvidia, and Anthropic. According to recent research, 65 per cent of leading US AI companies have at least one leader of Indian origin, while 70 per cent of full-time graduate students in AI-related fields are international — with Indians forming a substantial portion.
Yet, despite this talent goldmine and the ambitious India Techade initiative promising to make technology 20 per cent of the country's GDP by 2025–26, India remains conspicuously absent from the global AI leadership table.
The numbers paint a stark picture. While Meta and Microsoft train their models on supercomputers containing over 10,000 GPUs, India's fastest supercomputer, AIRAWAT, has merely 656 GPUs — ranking a humbling 75th globally. The government's recent announcement of establishing over 18,000 GPUs under the IndiaAI Mission sounds impressive until one realises OpenAI alone uses more than 100,000 GPUs for model training.
The computing capacity gap is staggering. Former IT Minister Rajeev Chandrasekhar claimed India needs about 24,500 high-performance GPUs to meet current demand. With AI operations scaling exponentially, even the planned 25,000-GPU cluster — if realised — would represent just a fraction of what leading AI companies deploy.
Export restrictions add another layer of complexity. While US-based tech giants can easily obtain National Verified End User licences to deploy GPUs at scale, Indian companies — even conglomerates like Reliance or Adani — face significant hurdles. This hardware accessibility challenge directly impacts India's ability to train competitive AI models from scratch.
Perhaps the most frustrating aspect is the brain drain. India's AI skill penetration rate of 2.8 is the highest globally, meaning Indian workers are 2.8 times more skilled in AI-related competencies than the global average. Yet this talent consistently flows westward. Recent data from job portals show an 11.4 per cent increase in international job listings targeting Indian talent, accompanied by a 59.4 per cent surge in applications by Indians seeking overseas opportunities. The reasons are well documented: Better remuneration, superior research infrastructure, and more conducive innovation environments.
India's struggles run deeper than infrastructure and talent retention. The country's R&D spending remains at around 0.7 per cent of GDP, compared to over 3 per cent in the US and 2.4 per cent in China. This underinvestment in research creates a vicious cycle where bright minds seek opportunities elsewhere.
The focus on IT services rather than deep tech innovation has also hindered progress. While companies like TCS, Infosys, and Wipro generate substantial revenues, they primarily offer services rather than developing cutting-edge AI products. The absence of large-scale AI companies comparable to OpenAI, DeepMind, or Anthropic reflects this service-oriented mindset.
Furthermore, the startup ecosystem, while growing, lacks the venture capital depth and risk appetite necessary for foundational AI research. Building a competitive language model requires not just talent but massive capital — estimates suggest between $7 and $15 million for basic foundational work, with training costs for advanced models reaching hundreds of millions.
The government's India Techade initiative represents recognition of these challenges. The IndiaAI Mission, with a budget of Rs 10,372 crore (approximately £1 billion), aims to create a scalable AI computing ecosystem. Recent partnerships with companies like Nvidia — where Indian IT giants including TCS, Wipro, and Infosys are building AI agents — show promising momentum.
China's DeepSeek offers an intriguing model. The company achieved competitive performance using just 2,000 Nvidia H800 GPUs compared to OpenAI's 100,000 GPUs, with training costs of $6 million versus OpenAI's $100 million. This efficiency-driven approach could provide a blueprint for Indian AI development, particularly given hardware access constraints.
Perplexity AI's founder, Aravind Srinivas — an Indian-origin entrepreneur — advocates for this path: Building indigenous models from scratch rather than fine-tuning existing ones. Drawing inspiration from ISRO's frugal innovation philosophy, he believes India can create globally competitive AI through strategic investment and ingenuity.
So here's the delicious irony: India, the land that perfected the art of growing mangoes — carefully selecting the right soil, climate, and cultivation techniques to produce the world's finest fruit — has somehow failed to apply the same principles to growing its MANGO ecosystem.
Perhaps we've been too busy exporting our best engineers to Silicon Valley's orchards, where they help others harvest the fruits of AI innovation. Meanwhile, back home, we're still debating which seeds to plant while our competitors have already built entire groves.
Maybe it's time India stopped just growing mangoes for export and started cultivating its own MANGO ecosystem. After all, who better than the land of mangoes to show the world how to grow the next generation of MANGOs? The irony would be complete when India finally builds its AI empire — and perhaps names its first unicorn AI company 'Mango' as a sweet reminder of what was always possible.
The ingredients are all there: The talent, the ambition, even the government support. Now India just needs to stop letting its best seeds grow in foreign soil and start planting its own orchard. The question isn't whether India can compete in AI — it's whether it will choose to do so on its own terms, in its own backyard.
Perhaps even the geopolitical noise from figures like Trump could prove a blessing in disguise — nudging India to define its AI future on its own terms.
The writer, a defence and cyber security analyst, is former country head of General Dynamics
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Time of India
27 minutes ago
- Time of India
Higher steel tariffs to dent exports as companies look at other markets
Representative image (Picture credit: AP) NEW DELHI: Doubling of import duty on steel and aluminium by the Trump administration will dent export demand, with companies having to scout for alternative markets. Several US importers have gone slow on fresh orders as costs went up significantly after the imposition of 25 per cent duty, although India was not seen to be worse off, given that the same duty applies to all countries. But if Trump decides to move ahead with his threat, several American firms will have to slow down production as such duties are seen to be unviable and unsustainable. This will also reduce demand for inputs. "The economic impact will be significant. US steel prices are already high, at around $984 per metric tonne - far above European prices at $690 and Chinese prices at $392. The doubling of tariffs is expected to push US prices to about $1,180, squeezing US domestic industries such as automotive, construction, and manufacturing that depend on steel and aluminium as key inputs. These sectors may face hundreds of dollars in additional material costs per tonne, driving up prices, reducing competitiveness, and risking job losses or inflationary pressures," said trade research body GTRI. Fieo chief S C Ralhan said the increase in tariffs would have a significant bearing on India's steel exports, especially in semi-finished and finished categories like stainless steel pipes, structural steel components, and automotive steel parts. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Giao dịch vàng CFDs với sàn môi giới tin cậy IC Markets Tìm hiểu thêm Undo These products are part of India's growing engineering exports, and higher duties could erode our price competitiveness in the US market. EEPC India president Pankaj Chadha said, "It's unfortunate that while bilateral trade talks are going on between India and the US, such unilateral tariff increases have be done. It only makes the work of negotiators more complicated." Last fiscal, India exported steel and finished products of $6.2 billion to the US and about $0.9 billion of aluminium and its products. The US is among the top destinations for Indian exporters, who have been increasing market share through high-quality production and competitive pricing, Fieo said. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now


Mint
40 minutes ago
- Mint
Silicon Valley VCs navigate uncertain AI future
For Silicon Valley venture capitalists, the world has split into two camps: those with deep enough pockets to invest in artificial intelligence behemoths, and everyone else waiting to see where the AI revolution leads. The generative AI frenzy unleashed by ChatGPT in 2022 has propelled a handful of venture-backed companies to eye-watering valuations. You may be interested in Leading the pack is OpenAI, which raised $40 billion in its latest funding round at a $300 billion valuation -- unprecedented largesse in Silicon Valley's history. Other AI giants are following suit. Anthropic now commands a $61.5 billion valuation, while Elon Musk's xAI is reportedly in talks to raise $20 billion at a $120 billion price tag. The stakes have grown so high that even major venture capital firms -- the same ones that helped birth the internet revolution -- can no longer compete. Mostly, only the deepest pockets remain in the game: big tech companies, Japan's SoftBank, and Middle Eastern investment funds betting big on a post-fossil fuel future. "There's a really clear split between the haves and the have-nots," says Emily Zheng, senior analyst at PitchBook, told AFP at the Web Summit in Vancouver. "Even though the top-line figures are very high, it's not necessarily representative of venture overall, because there's just a few elite startups and a lot of them happen to be AI." Given Silicon Valley's confidence that AI represents an era-defining shift, venture capitalists face a crucial challenge: finding viable opportunities in an excruciatingly expensive market that is rife with disruption. Simon Wu of Cathay Innovation sees clear customer demand for AI improvements, even if most spending flows to the biggest players. "AI across the board, if you're selling a product that makes you more efficient, that's flying off the shelves," Wu explained. "People will find money to spend on OpenAI" and the big players. The real challenge, according to Andy McLoughlin, managing partner at San Francisco-based Uncork Capital, is determining "where the opportunities are against the mega platforms." "If you're OpenAI or Anthropic, the amount that you can do is huge. So where are the places that those companies cannot play?" Finding that answer isn't easy. In an industry where large language models behind ChatGPT, Claude and Google's Gemini seem to have limitless potential, everything moves at breakneck speed. AI giants including Google, Microsoft, and Amazon are releasing tools and products at a furious pace. ChatGPT and its rivals now handle search, translation, and coding all within one chatbot -- raising doubts among investors about what new ideas could possibly survive the competition. Generative AI has also democratized software development, allowing non-professionals to code new applications from simple prompts. This completely disrupts traditional startup organization models. "Every day I think, what am I going to wake up to today in terms of something that has changed or (was) announced geopolitically or within our world as tech investors," reflected Christine Tsai, founding partner and CEO at 500 Global. In Silicon Valley parlance, companies are struggling to find a "moat" -- that unique feature or breakthrough like Microsoft Windows in the 1990s or Google Search in the 2000s that's so successful it takes competitors years to catch up, if ever. When it comes to business software, AI is "shaking up the topology of what makes sense and what's investable," noted Brett Gibson, managing partner at Initialized Capital. The risks seem particularly acute given that generative AI's economics remain unproven. Even the biggest players see a very uncertain path to profitability given the massive sums involved. The huge valuations for OpenAI and others are causing "a lot of squinting of the eyes, with people wondering 'is this really going to replace labor costs'" at the levels needed to justify the investments, Wu observed. Despite AI's importance, "I think everyone's starting to see how this might fall short of the magical" even if its early days, he added. Still, only the rare contrarians believe generative AI isn't here to stay. In five years, "we won't be talking about AI the same way we're talking about it now, the same way we don't talk about mobile or cloud," predicted McLoughlin. "It'll become a fabric of how everything gets built." But who will be building remains an open question.

Hindustan Times
an hour ago
- Hindustan Times
Indian call centre agents accused of leaking customer data in $400 million Coinbase hack
In May, cryptocurrency giant Coinbase revealed a major data breach that affected more than 69,000 customers – its biggest security failure to date. The breach, which could cost the company up to $400 million, happened after hackers bribed customer service workers in India to leak sensitive data, according to a report in Fortune. The hackers targeted employees of TaskUs, a US-based company that provides customer service support to major tech firms. TaskUs has a large presence in India, and its agents have handled support for Coinbase since 2017. In January, TaskUs laid off over 200 Indian staff working for Coinbase – just weeks after the data theft was discovered. TaskUs salaries in India are not high – often between $500 and $700 a month. Due to low salaries, some workers in India were persuaded to hand over confidential customer records in exchange for bribes. Coinbase confirmed it had cut ties with the individuals and other overseas agents involved. 'Obviously that's the weakest point in the chain, because there is an economic reason for them to accept the bribe,' Sergio Garcia, founder of the crypto investigations company Tracelon, told Fortune. The stolen information wasn't enough to access Coinbase's crypto vaults directly. Instead, criminals used it to impersonate Coinbase staff and trick customers into giving up their crypto assets. These social engineering scams led to real financial losses, though Coinbase hasn't revealed how many customers lost funds. The company says it is reimbursing affected users. A class action lawsuit has been filed in New York, accusing TaskUs of negligence. The company insists the claims are baseless and says it's strengthening its security measures. TaskUs believes two agents were part of a broader scheme involving attacks on multiple service providers linked to Coinbase. The hackers are believed to be part of a loosely connected group known as 'the Comm' or 'Community' -- young, English-speaking cybercriminals who coordinate through Telegram and Discord. Unlike traditional hacking groups from Russia or North Korea, the Comm includes thrill-seeking teenagers and young adults who often compete for attention and success online. According to a hacker who spoke with Fortune under the alias 'puffy party,' different members of the group handled different parts of the operation: bribing agents, collecting data, and carrying out scams.