Long-form · 2026-05-20
Two ledgers
The most-read piece on Indian AI this week was a Bloomberg analysis arguing that India's run as an emerging-market darling may be over — that the AI trade has rotated global capital toward markets with visible foundation-model and AI-hyperscaler exposure, and India does not have it [→](https://www.bloomberg.com/news/articles/2026-05-17/india-missed-out-on…
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