Pankaj Ladha

Nvidia x India : AI Superpower Mode ON!

America’s AI giant Nvidia is going ALL in on India’s AI start up ecosystem

VC Power Move
Nvidia is teaming up with top Indian Venture Capitals

like:
Peak XV Partners
Z47
Elevation Capital
Nexus Venture Partners
Accel India

: Mission: Find & fund India’s next AI unicorns

4,000+ Indian AI Startups Already In
Over 4,000 Indian startups have joined Nvidia’s global startup program.
From building chatbots to AI agents to speech tech - the ecosystem is scaling FAST

Nvidia has partnered with Yotta Data Services, Larsen & Toubro, and E2E Networks to deploy AI chip clusters and build data centers in India.
Nvidia is backing Indian AI firms with its Nemotron models, enabling them to build chatbots and train AI on India-specific data to support sovereign AI goals.

Data Center Boom Incoming
India could see up to ₹18.2 lakh crore in data center investments in the next few years
Big names entering the game:
Adani Group - ₹9.1 lakh crore AI-ready green data centers
Amazon
Microsoft
Google
₹4.55 lakh crore + already committed to AI infra & chips

Big Signal
World’s most valuable chip company betting BIG on India
1. More IPOs
2. More AI jobs
3. More unicorns
4. Global tech power shift toward India
AI race is no longer US vs China.
India just entered the chat.

#nVidia #india #newunicorn #startup

1 week ago | [YT] | 19

Pankaj Ladha

Fighter engine tech = one of the toughest in the world.


India usually imports this.

This flips it:
Importer ➝ Builder ➝ Owner
That’s a generational defence shift.

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1 week ago | [YT] | 18

Pankaj Ladha

UPI goes GLOBAL again!
After UAE, Singapore ,Bhutan ,Nepal ,Sri Lanka ,Mauritius ,France.. next stop? Malaysia

PM Narendra Modi and Malaysia PM Anwar Ibrahim have launched the Malaysia-India Digital Council and activated the NPCI–PayNet link - opening the door for India’s UPI to work in Malaysia soon.
What this means:
• Indian tourists can pay via UPI in Malaysia
• Businesses can settle trade in ₹ & Ringgit
• Lower transaction cost
• Less dependence on US dollar
• Boost for MSMEs & cross-border trade


This move comes under the upgraded Comprehensive Strategic Partnership (2024) and it’s not just about payments.. it’s about deeper digital + economic integration.
Big picture?
India isn’t just exporting goods.
India is exporting its digital infrastructure model.
UPI is quietly becoming India’s soft power tool.

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1 week ago | [YT] | 25

Pankaj Ladha

After dumping the dollar for years Russia now wants its back

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1 week ago | [YT] | 18

Pankaj Ladha

🚨 BIG DEFENCE PUSH BY INDIA


💰 ₹3.60 Lakh Crore defence deals cleared by Defence Acquisition Council led by Rajnath Singh

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1 week ago (edited) | [YT] | 28

Pankaj Ladha

US Debt is exploding… Why should Indian traders care?


1. Interest paid to overseas holders of US public debt hit a record $ 292 billion in Q3 2025
2. US debt > $38 Trillion and rising fast
3. Interest payments crossing $1 Trillion a year
4. US bond yields moving up = global money shifting
5. Foreign investor now hold about $ 9.1 trillion in US Treasury debt
What this means for India
• Higher US yields can pull FII money out of India
• Pressure on INR & Indian bond yields
• More volatility in Indian markets
• Cost of capital rises globally — equities feel it



Market Truth
This is not US news.
This is global money flow news.
Bottom Line
If US debt stress rises → Indian traders will see it in yields, FIIs, currency & volatility.

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2 weeks ago | [YT] | 17

Pankaj Ladha

Adani Enterprises Gets Info Request from US Sanctions Watchdog (OFAC)
• Adani Enterprises voluntarily approached US regulator OFAC after a WSJ report last year
• Received a Request for Information (RFI) on Feb 4, 2026 via legal counsel
________________________________________
What is the issue?
• OFAC is doing a civil investigation into transactions routed via US banks
• Possible indirect links to Iran-sanctioned entities
• Period under review: June 2023 – present
________________________________________
What Adani has done
• Says engagement is voluntary & transparent
• Already stopped LPG imports from June 2, 2025 as a precaution
• Will fully cooperate and share all details asked
________________________________________
What is important
• No penalty, no sanctions, no restrictions at this stage
• OFAC has not flagged any non-compliance yet
• Company says no material financial impact expected
________________________________________Business Impact?
• LPG was just 1.46% of Adani Enterprises revenue
• Only 0.5% of total Adani Group revenue
________________________________________
Market Reaction
• Stock fell ~2% after disclosure
• Later recovered, trading mildly lower
________________________________________
Bottom Line
This is an information request, not an action.
Adani says it is cooperating, has already stopped the activity in question, and sees no financial risk for now.



#Adani

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2 weeks ago | [YT] | 13

Pankaj Ladha

Markets are running on stories, not earnings.
Liquidity, AI excitement, and momentum are pushing prices higher — but history says corrections arrive fast.
Long term India looks solid, near-term volatility is real. ⚠️📉

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2 weeks ago (edited) | [YT] | 17

Pankaj Ladha

It Costs ₹1.11 to Make a ₹1 Coin — Is That a Loss?



Cost of Printing Notes
₹10 note → ₹0.96
₹50 note → ₹1.11
₹100 note → ₹1.77
₹500 note → ₹2.29
Cost of Printing Coins
₹1 coin → ₹1.11 (higher than value)
₹5 coin → ₹3.69
₹10 coin → ₹5.54



Then Why Not Just Print Notes Instead of Coins?
Because lifespan matters 👇
A coin printed today can last 50–100 years
A paper note lasts only 2–4 years
Notes need frequent reprinting, coins don’t


Real Logic

Even if coins cost more to make, their long life makes them more economical than printing notes again and again.

One-Line Takeaway
Coins look expensive to mint but over time they are cheaper than paper notes.

2 weeks ago | [YT] | 12

Pankaj Ladha

National Stock Exchange of India IPO Back on Track — ₹23,000 Cr OFS Planned

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2 weeks ago (edited) | [YT] | 13