Business Models

State investors are cutting exposure to crowded equity markets and moving deeper into private credit, infrastructure and data centers to capture the AI build-out.

Meta will lead a $900 million funding round in CRED as founder Kunal Shah steps away from the Indian fintech to become WhatsApp’s global head.

Reliance is betting that Jio’s reach across telecom, homes and small businesses can turn AI from a data-center story into a mass-market services business.

The move puts a fourth-generation leader at the top of the listed group as Godrej executes a succession plan first laid out in the family settlement of 2024 and reshuffles leadership across Godrej Industries, Godrej Agrovet and Astec LifeSciences.

The second paper in a joint MIT Sloan Management Review India and Infinite Uptime series finds that weak execution, not weak insight, is holding back industrial AI.