0:00 India’s government just approved a one-point-two-seven trillion rupee mission to build its own semiconductor factories.0:07 That’s about fifteen billion dollars.0:09 Last time we talked about Sarvam AI’s massive three-hundred-million-dollar funding round—well, today we’re seeing exactly what that kind of money is starting to build, and it goes way beyond just software.0:22 So, Sarvam AI just launched something called the Epoch Builder Edition.0:27 It’s a platform to help developers create AI models specifically for India—think Indian languages, Indian contexts.0:34 It’s in private preview right now.0:36 Meanwhile, Flipkart is doubling down on its partnership with the Uttar Pradesh government, trying to get thousands more local artisans and small businesses selling online.0:47 And Samsung is now building India-specific AI features right into its new Galaxy phones, using its R&D centers in Noida and Bengaluru.0:55 So you’re seeing AI get tailored for the local market from the top down and the bottom up.1:01 And the ecosystem is building out, too.1:03 A new AI incubator called VERTEX just launched to support one hundred early-stage startups.1:09 And a company called RiskProfiler has a new platform, KnyX, that uses AI to figure out credit risk for small businesses—a one-hundred trillion rupee opportunity they're trying to unlock.1:20 But here's a detail that shows you where the real edge is.1:24 A startup in Hyderabad just successfully test-launched a jet-powered drone… from a moving vehicle.1:30 It flies at six hundred kilometers per hour.1:33 That’s not a simulation, that’s hardware, in the air, right now.1:37 Okay, let's go back to that fifteen-billion-dollar semiconductor plan.1:41 Because that's the story that changes the entire landscape.1:45 The government isn’t just throwing money around.1:48 They’ve set a deadline.1:49 The Union IT Minister, Ashwini Vaishnaw, is on the record saying India will produce its FIRST indigenous AI inference chip by 2029.1:58 Maybe 2030.1:58 Here’s why that one detail is so important.2:01 An inference chip is different from the big, power-hungry chips in data centers that train the AI models.2:07 An inference chip is the one that actually runs the AI on your phone, in your car, or on that drone.2:14 It’s the chip that does the work.2:16 And by focusing on inference chips, India is making a very specific bet.2:20 It's not trying to compete with Nvidia on training massive models tomorrow.2:25 It’s betting on the world needing billions of smaller, efficient chips to run AI everywhere.2:31 This is a fundamental shift.2:33 For decades, India’s tech story has been about services, software, and call centers.2:38 We write the code, but someone else makes the machine it runs on.2:42 This plan, Semicon 2.0, is an attempt to own the machine itself.2:46 It’s about building the physical foundation.2:49 And you can see this ambition echoed everywhere.2:52 Look at Addverb Robotics.2:53 They’re a big name in warehouse automation, but their CEO just said they’re now focused on the next frontier—collaborative robots, quadrupeds, even humanoids.3:03 They're moving from software that organizes boxes to hardware that can pick them up.3:08 So you have the government building the silicon highway.3:12 You have startups like Sarvam AI building the specialized engines to run on it.3:17 And you have companies like Samsung and Flipkart creating the destinations.3:21 It’s the entire stack, from the sand in the chip fab to the app on your screen.3:26 The ambition is no longer just to be a user of world-class technology.3:31 The ambition is to be the one who builds it.
