Latest news with #SwathiMoorthy
Economic Times
a day ago
- Business
- Economic Times
ET Graphics: AI has seen ‘unprecedented' growth
ETtech Mary Meeker, called the 'Queen of the Internet', published her first trends report in five years, focused on AI. The report, published last week, used the word 'unprecedented' 64 currently general partner at Bond Capital and a former managing director at Morgan Stanley, underscored how fast AI is changing the world as we know of the most striking aspects of change is that the most valuable gobal companies are not telecommunications players any more, but technology companies. India has a place in the report too with Reliance Industries the sole Indian enterprise to figure in the Top 30 technology companies in 2025, along with giants such as Google, Nvidia and report, apart from showcasing the growth of AI, also gives a glimpse into what the next era of internet would look like and where countries like India stand. Swathi Moorthy dives deep to bring out the nuggets.
Time of India
a day ago
- Business
- Time of India
ET Graphics: AI has seen ‘unprecedented' growth
One of the most striking aspects of change is that the most valuable gobal companies are not telecommunications players any more, but technology companies. Tired of too many ads? Remove Ads Mary Meeker, called the 'Queen of the Internet', published her first trends report in five years, focused on AI. The report, published last week, used the word 'unprecedented' 64 currently general partner at Bond Capital and a former managing director at Morgan Stanley, underscored how fast AI is changing the world as we know of the most striking aspects of change is that the most valuable gobal companies are not telecommunications players any more, but technology companies. India has a place in the report too with Reliance Industries the sole Indian enterprise to figure in the Top 30 technology companies in 2025, along with giants such as Google, Nvidia and report, apart from showcasing the growth of AI, also gives a glimpse into what the next era of internet would look like and where countries like India stand. Swathi Moorthy dives deep to bring out the nuggets.
Time of India
03-06-2025
- Business
- Time of India
ET Graphics: AI startups are still hot investment picks
Investments in generative AI startups continue unabated despite macro downturns and geopolitical tensions. Going by Pitchbook's latest report, 58% of the $73-billion global VC investments in the first quarter of 2025 was in AI startups. ETtech The 2025 Stanford AI Index report says private AI investments increased 44.5% between 2023 and 2024. In addition, corporate investments in AI through mergers and acquisitions, minority stakes and public offerings have seen a 25.5% uptick in 2024 compared to in 2023. These investments stood at $19 billion in 2014. This has come on the back of rising adoption of AI as companies begin to see clear return on investments. Swathi Moorthy looks at how the AI investment landscape has changed in the past year in terms of investments and adoption.
Economic Times
13-05-2025
- Business
- Economic Times
GPU firms step up their tech stack
With computing costs falling and GPU access improving, some Indian players are pivoting their strategy to double down on software offerings and focus more on inferencing-as-a-service, says Swathi Moorthy. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Indian AI cloud and GPU-as-a-service companies such as Neysa JarvisLabs and NeevCloud are altering strategies as AI market dynamics shift. While Neysa continues to invest in advanced GPUs to double down on inferencing , others such as JarvisLabs and NeevCloud are taking a step back and not buying any more GPUs. Instead, they are focusing on building the software reasons for this range from low utilisation of high-end GPUs, high capital investment required for purchasing them and better and cheaper access to such chips in recent times. In addition GPUs are capital intensive and unless startups have raised enough funds, it is a risky business. While training and fine-tuning of large language models is yet to pick up at scale, companies are also focusing on inferencing, a process in which trained AI models use the data to predict, reason, or solve Subramanian, founder of Jarvislabs AI, which offers GPU rental and AI cloud services , explained that one of the reasons they bought GPUs in 2019 was that back then no one else was buying them and costs were exorbitant. Jarvislabs offered the service at an economical price to startups and the student community in the country. But with more companies entering the field in India and globally, costs have plummeted. 'The rental prices and margins at which you can rent has significantly gone down. For example, on-demand H100 (an Nvidia GPU) used to cost $11-12 a year back. Now you can get them for less than $3 from a decent cloud service provider,' he appetite for spending on high-end GPUs has declined. 'Even within Jarvislabs, we see a bigger chunk of revenue coming from the West,' Subramanian said. As a result, the company stopped buying GPUs a year ago and is partnering with global players to offer processing addition, Jarvislabs is also focusing on building the orchestration layer. This refers to systems that manage multiple AI components by streamlining the process, scaling and bringing in efficiency. NeevCloud founder Narendra Sen said it began with a plan to build the CoreWeave of India. It started out renting GPUs and then entered orchestration and application layers. 'But we realised that GPUs are a commodity and you need to build a technology for consumer stickiness and provide value beyond the GPU such as improving chip performance,' he said. As a result, NeevCloud, instead of bulking up on GPUs, is taking a call to buy them based on demand. 'This is only 10-20%,' he added. The firm did not disclose the scale of GPU operations, but this had been a key strategy Sanghi, co-founder of Neysa, an AI cloud platform, said some companies are not focusing on GPUs as they are capital intensive and, unless they have money, it is a risky business. Neysa has so far deployed 1,200 GPUs and is in talks to place further orders for advanced chips including Nvidia Blackwells, expected in India later this year. This backs up the company's focus on said that with (Indic) foundational models such as Sarvam coming, there will be use cases for training and finetuning. While the firm was doing all three earlier—training, finetuning and inferencing, Sanghi said the enterprise space is going to be more of a market focused on the latter.
Time of India
22-04-2025
- Time of India
MCP decoded: How Anthropic's protocol is enabling smoother AI interactions
The technology community cannot stop talking about MCP, short for Model Context Protocol , developed by the Claude-maker Anthropic and first introduced in November, 2024. While it did not make a splash last year, over the last few months, MCP has been adopted by developers, platforms, and companies. Swathi Moorthy decodes what MCP is, why it is important and the hype behind it. ETtech Discover the stories of your interest Blockchain 5 Stories Cyber-safety 7 Stories Fintech 9 Stories E-comm 9 Stories ML 8 Stories Edtech 6 Stories
