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India AI Boom: Funding Flows Amid Power & IPO Concerns

Fractal Analytics, the first Indian AI company to IPO, saw its stock price dip on its debut, signaling investor caution amidst a broader push by India to build its domestic AI infrastructure. The company listed at 876 rupees per share on Monday, below its issue price of 900 rupees, and closed at 873.70 rupees, according to TechCrunch. This debut occurred as India hosted a major AI summit, with significant investments and partnerships announced to bolster the country's AI capabilities.

The AI Impact Summit, a four-day event, drew executives from major AI labs and Big Tech companies, including OpenAI, Anthropic, Nvidia, Microsoft, Google, and Cloudflare, as well as heads of state, according to TechCrunch. The summit saw the attendance of Alphabet CEO Sundar Pichai, OpenAI CEO Sam Altman, and Indian Prime Minister Narendra Modi, who was scheduled to deliver a speech with French President Emmanuel Macron. A key announcement at the summit was India earmarking 1.1 billion for its state-backed venture capital fund, which will invest in artificial intelligence and advanced technologies.

Simultaneously, several Indian AI startups secured significant funding. Neysa, an AI infrastructure startup, received backing from U.S. private equity firm Blackstone, with the firm and co-investors agreeing to invest up to 600 million in primary equity, giving Blackstone a majority stake, as reported by TechCrunch. Neysa also plans to raise an additional 600 million in debt financing to expand its GPU capacity. Another Indian startup, C2i Semiconductors, raised 15 million in a Series A round led by Peak XV Partners to develop power solutions for AI data centers, addressing the growing energy demands of AI infrastructure. According to a December 2025 report from BloombergNEF, electricity consumption from data centers is projected to nearly triple by 2035.

The muted IPO performance of Fractal Analytics, despite its earlier valuation of 2.4 billion in July 2025, reflects investor concerns. The company had previously raised 360 million from TPG in January 2022, becoming India's first AI unicorn. The current market capitalization of about 1.6 billion is a step down from its recent private-market highs, according to TechCrunch.

In other news, African defensetech startup Terra Industries, founded by Nathan Nwachuku and Maxwell Maduka, raised an additional 22 million in funding, led by Lux Capital, just a month after raising 11.75 million. The company aims to build autonomous defense systems to protect critical infrastructure, according to TechCrunch.

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Synthesized from multiple sources. Reviewed for accuracy.

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