EQ Saturday Sapience #141

Equity Intelligence 18th October 2025

Quote for the Week 

“You have to have humility. If someone ever asked me what made me so successful, my first answer would be having an open mind.” —Stanley Druckenmiller

 

Picture for the Week 

 

Podcast for the Week 

How AI Powers Info Edge’s Ecosystem? – Conversation with Sanjeev Bikhchandani and Hitesh Oberoi… Watch more

 

Articles for the Week 

Google to invest $15 billion to build data center hub in India; largest outside of the U.S… The deal comes after “a year of intense discussions and relentless effort,” and “is just the beginning,” said Minister for Human Resources Development of Andhra Pradesh. Tech companies have been heavily investing in data centers to meet the computational needs of the AI boom. India is increasingly attracting multinational players to invest in the country’s cloud and AI infrastructure… Read more

Tech Mahindra developing 1-trillion-parameter sovereign LLM under IndiaAI Mission… Tech Mahindra CEO Mohit Joshi described it as a “significant technical milestone,” noting that with 1 trillion parameters, the IT major’s LLM would rank among the largest AI models currently under development worldwide… Read more

ONDC needs serious capital, active participation of buyer-side apps, strong industry partnerships, policy budges to arrest the decline and revive the interest… Amid its varied challenges, ONDC has made key leadership addition. Rohit Lohiya, known as a key functionary at Paytm and a crisis manager to its Chief, is joining ONDC as chief business officer… Read more

 

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