Where Is India’s AI Money Going? | Data Centres, GPUs & Hidden Bottlenecks | The Valuation School скачать в хорошем качестве

Where Is India’s AI Money Going? | Data Centres, GPUs & Hidden Bottlenecks | The Valuation School

In this video, we break down India’s changing AI ecosystem and what it actually means beyond the hype. From big AI announcements and data centre capex to GPUs, sovereign AI, and the business models behind it, this is a practical framework to make sense of the AI race in India. ✅ India’s AI Buildout: Hype vs Real Infrastructure ✅ Reliance, Adani, Tata, Yotta, Infosys & Sarvam AI; Who Is Building What ✅ IndiaAI Mission, GPUs & Why Compute Capacity Matters ✅ Data Centres, Power, and How AI Infrastructure Is Monetised ✅ Sovereign AI in India — Opportunity, Strategy, and Control ✅ AI Economics: Capex, Competition, Margins & Who Captures Value Sources: https://docs.google.com/spreadsheets/... If you want to understand India’s AI story through a finance and business lens (not just headlines), this video will help you connect the dots. This takeaway has become a must-have for CFA, CA, MBA, investment banking, and equity research aspirants. Why Trust The Valuation School? Hosted by CA Parth Verma, founder of The Valuation School, known for simplifying valuation, investment banking and equity research for 1 million+ finance learners. —----------------------------------------------------------------------------------------------------------------- 🚀 Want to level up? Here are our flagship finance programs built for serious learners: 🔥CFA Level I: Course Explainer: https://thevaluationschool.in/ytCFA Demo Lectures: https://thevaluationschool.in/ytchann... Registration Link: https://thevaluationschool.in/CFAL1 Brochure CFA: https://thevaluationschool.in/CFAbroc... 🔥 Equity Research Program: Register here: https://thevaluationschool.in/equity Brochure: https://thevaluationschool.in/EQUITYb... Note: RECORDINGS of all LIVE sessions will be provided 🔥Advanced Valuation & Financial Modelling (AVFM): Registration Link: https://thevaluationschool.in/AVFM Brochure: https://thevaluationschool.in/AVFMbro... Note: RECORDINGS of all LIVE sessions will be provided 🔥LinkedIn Mentoring Cohort: Registration Link: https://thevaluationschool.in/linkedin Brochure: https://thevaluationschool.in/LNbrochure 🔥Technical Analysis Workshop: Registration Link: https://thevaluationschool.in/chartre... Brochure: https://thevaluationschool.in/TAbrochure —----------------------------------------------------------------------------------------------------------------- 👉 Playlists by The Valuation School: 🌟Learn Financial Modelling - Step by Step - https://thevaluationschool.in/ytplayl... 🌟Equity Research Full Course in Hindi - https://thevaluationschool.in/ytplayl... 🌟Learn AI for Finance - Step by Step in Simple Hindi - https://thevaluationschool.in/ytplayl... 🌟Mutual Fund Analysis - Full Course - https://thevaluationschool.in/ytplayl... 🌟Weekly Bazaar Talks - https://thevaluationschool.in/ytplayl... 🌟NISM 15 Research Analyst Full Course - https://thevaluationschool.in/ytplayl... 🌟NISM 8 Exam - FULL FREE Course in Hindi - https://thevaluationschool.in/ytplayl... 🌟CFA Guidance in Hindi - https://thevaluationschool.in/ytplayl... 🌟Career in Finance - Guidance Series - https://thevaluationschool.in/ytplayl... 🌟Investment Banking Skills & Guidance Series - https://thevaluationschool.in/ytplayl... —----------------------------------------------------------------------------------------------------------------- 👉 Stay connected with us: - ✅Parth Verma Classes YouTube: https://thevaluationschool.in/ytchann... ✅Parth Verma Classes (CFA Level I) Instagram: https://thevaluationschool.in/instagr... ✅The Valuation School Instagram: https://thevaluationschool.in/instgra... ✅ Newsletter - https://thevaluationschool.in/newslet... ✅ WhatsApp Channel - https://thevaluationschool.in/wachann... ✅ LinkedIn (Parth Sir): https://thevaluationschool.in/linkedinPV ✅ LinkedIn (The Valuation School page): https://thevaluationschool.in/linkedi... —----------------------------------------------------------------------------------------------------------------- #AI #NVIDIA #OpenAI #Damodaran #StockMarket #Bubble, #AIIndia, #IndiaAI, #ArtificialIntelligence, #IndiaAISummit, #AIImpactSummit, #AIEcosystem, #AIInfrastructure, #DataCenters, #SovereignAI, #IndianTech, #Reliance, #Adani, #TataGroup, #OpenAI, #NVIDIA, #Yotta, #Infosys, #SarvamAI, #TheValuationSchool, #ParthVerma India AI ecosystem, India AI infrastructure, India AI summit 2026, IndiaAI Mission, 50000 GPUs India, AI data centers India, Reliance AI data center, Adani sovereign AI infrastructure, Tata OpenAI partnership, Infosys Anthropic, Yotta Nvidia Blackwell, Sarvam AI 105B, sovereign AI India, AI capex India, AI infra economics, hyperscaler data center, colocation vs hyperscale, AI profitability, winners and losers in AI, The Valuation School, Parth Verma