Articles

  • 3 days ago | the-captable.com | Pratap Vikram Singh

    Key Takeaways While India is the fastest-growing country in home broadband, internet service providers are either stagnant or shrinking Jio and Airtel are battling for the lion’s share of the fixed broadband subscriber base, which is expected to grow to 90–100 million in the coming years Private equity firms remain hesitant to fund non-telco broadband companies, unwilling to play in a market dominated by two giants Investment bankers are proposing a platform play involving the decoupling of...

  • 2 weeks ago | the-captable.com | Pratap Vikram Singh

    Key Takeaways India has a multibillion-dollar opportunity to host AI infrastructure and become a regional export destination for AI services Hyperscalers such as AWS and Microsoft have already announced billion-dollar investments to meet domestic demand for cloud and AI infra However, US cloud and data centre companies, along with their Indian peers, have been lobbying the government for policy support and single-window clearances If India fails to address these challenges, it may miss the...

  • 4 weeks ago | the-captable.com | Pratap Vikram Singh

    On 5 May, the Department of Telecommunications (DoT) launched a new set of security instructions for satellite communications companies, taking the total number of compliance norms pertaining to satellites to 29. Since then, the telecom department has issued a letter of intent to Starlink after the company formally agreed to comply with these conditions.

  • 1 month ago | the-captable.com | Pratap Vikram Singh

    Key Takeaways Meta is investing $200M in a pan-India dark fibre network, dubbed Project Gajendra, to expand its infrastructure footprint and reduce dependence on local telcos The company is building data centre capacity closer to users—especially in Tier-2 cities—to lower latency and improve monetisation Through the 'cost plus margin' model and partnerships with smaller providers, Meta is optimising costs while sidestepping regulatory burdens India’s B2B fibre market is booming post-pandemic,...

  • 1 month ago | the-captable.com | Pratap Vikram Singh |Parvathi Benu

    Key Takeaways India’s Rs 1,700-crore drone sector relies heavily on Chinese components despite a 2022 import ban Policy loopholes, weak enforcement, and white-labelling have allowed companies to bypass localisation rules Allegations between major players, including IdeaForge and Garuda, reveal industry infighting and opaque practices With defence and agriculture ministries pushing for indigenisation frameworks, drone makers face mounting pressure to localise On April 17, Tej Pratap Singh, who...

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