That comparison between Sarvam and DeepSeek hits on the exact structural issue facing sovereign AI today. Can domestic ecosystems outside the US and China realistically generate the scale required to survive the agentic era?
What’s particularly fascinating about DeepSeek’s $7.4B round is who wasn't there. Alibaba and ByteDance sat it out, and who was there, industrial non-tech heavyweights like CATL. This points to a highly coordinated, state-guided effort to integrate AI across heavy manufacturing and energy, not just apps and enterprise workflows.
$1.5 billion to $50 billion. I am sure Sarvam would be able to close down the gap easily.
That comparison between Sarvam and DeepSeek hits on the exact structural issue facing sovereign AI today. Can domestic ecosystems outside the US and China realistically generate the scale required to survive the agentic era?
What’s particularly fascinating about DeepSeek’s $7.4B round is who wasn't there. Alibaba and ByteDance sat it out, and who was there, industrial non-tech heavyweights like CATL. This points to a highly coordinated, state-guided effort to integrate AI across heavy manufacturing and energy, not just apps and enterprise workflows.
If you're looking at how this massive capital surge is shifting the global balance of power and challenging Western tech, I just published an in-depth piece on the mechanics behind DeepSeek's round: https://asiaai.fyi/east-asias-ai-capital-surge-homegrown-models-challenge-west-amid-mineral-tensions/
Great analysis on Sarvam. I think anointing a “sovereign” AI had more disadvantages than benefits.
Unrelated: but I can’t wait to try this rum!
Cheers! Rum is so underrated
great coverage, thank you! missed out on Wipro's participation in SF based agentic security startup in Series A.