The audio edition of The Ken’s Make India Competitive Again newsletter, spearheaded by Seetharaman G. Every Wednesday, our editors and reporters read the latest edition and chronicle what India is doing, will do, and should do—to not just survive but thrive in the chaos unleashed by Donald Trump.
Can a PE firm not be greedy? A US firm’s India IPO offers a clue
Editor Seema Singh and narrator Brady Ng examine Tenneco Clean Air's successful IPO and how it contrasts with other private equity-backed Indian firms, revealing potential issues with value extraction before public offerings in this interview.
2 Nov 2025
India’s first data-centre IPO shows what to fix before India can scale AI
There’s one company that exemplifies the current moment in India’s AI investments. It doesn’t make advanced semiconductors or train large language models. Instead, it rents out space to companies that do.
The arrangement is called colocation—think of it as real estate for servers, where clients plug in their machines while the “landlord” provides power, cooling, and connectivity.
Sify Infinit Spaces, the data-centre arm of Sify Technologies, is India’s poster child for this setup. It will be behind the country’s first IPO for a company of its kind.
By tracking the colocation industry’s growth around the world, there’s incredible promise based on demand. Capacity worldwide has more than doubled since 2019 to hit 42 gigawatts (GW) in 2024, and could reach 65 GW by 2027. Sify should head the same way, if not grow even faster.
But that assumes India has enough power to support rapid scaling. One Nvidia GB300 rack can draw enough electricity to power 100 homes in the US, and it takes thousands of racks to train a foundational model.
Even Sify acknowledges the problem in its DRHP by referring to power supply risk, grid reliability risk, and related issues.
Sumit Chakraborty, The Ken’s head of desk, looks into Sify Infinit Spaces’ IPO and the company’s promise in this edition of Make India Competitive Again, as read by Rahel Philipose.
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26 Oct 2025
What 1,500 responses from The Ken’s readers reveal about ChatGPT in schools
Artificial intelligence is no longer an option or privilege. It’s here to stay, even in schools.
OpenAI and India’s education ministry have partnered to distribute free ChatGPT licences to government schools, and AI is being introduced into CBSE and ICSE’s curricula.
The Ken conducted a survey in August to find out what our readers thought about language models becoming a constant presence in India’s education facilities. These were some of the questions in the survey:
What do you think OpenAI’s goal is in Indian schools?
Who should be responsible if data is misused?
What data do you think OpenAI is most interested in?
On the ground, most schools haven’t figured out how to bring AI into the classroom, so they’re using it for everything except teaching, such as administration tasks and applicant interviews. That hardly lines up with the goal to make India’s students AI-literate.
The Ken reporter Atul Krishna unpacks the implications of ChatGPT’s proliferation in India’s education sector in the latest edition of Make India Competitive Again, as read by Snigdha Sharma.
Read this edition as a newsletter: https://the-ken.com/newsletters/make-india-competitive-again/ (https://the-ken.com/newsletters/make-india-competitive-again/)
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