AI Infrastructure
Techadyant Labs research on ai infrastructure in India — the dependencies, constraints and opportunity surfaces that decide the real outcome. 2 published · 1 forthcoming.
FreeWho Captures Computing When the Application Disappears?
The End of the Application Era — How Agentic AI Forces the First Operating-System Redesign Since the Cloud, and Where India Can Capture the Next LayerEvery fifteen-to-twenty years the operating system is redesigned, and agentic AI is the trigger for the next one. As work shifts from applications a human opens to goals an agent pursues, the three foundations of the modern OS — CPU-centric scheduling, human-login security and application-siloed state — break at once. This report argues that value migrates down from the application layer into four control primitives — accelerated inference, identity, memory and scheduling (AIMS) — and scores who is positioned to own them on a proprietary Agent-Native Capture Index (ANCI): in 2026 there is no Primitive Owner, and the leaders win on breadth, not depth. It maps the Post-Application Stack layer by layer, traces the hardware chokepoints (advanced packaging, HBM, export policy), and sets out where India — strong in public digital infrastructure and sovereign compute, dependent on the AIMS primitives — can capture the next layer rather than the last one. Eight parts, twenty-six chapters, eighteen figures and the PAS / AIMS / ANCI framework family. Free, and readable in full on this page.
FreeIndia’s AI Industrial Transition and Infrastructure Transformation
A strategic-intelligence map of compute, semiconductors, power, water, regional corridors, and the second-order industrial reshaping of IndiaA baseline architecture for India’s 2026–2035 AI industrial transition: ten anchor numbers, six theses, nine analytical frameworks, seven regional corridors, three scenarios, and eight failure-mode stress tests. The transition is treated as a re-layering of compute, semiconductors, power, water, fibre, real-estate and skilled labour — not as a workforce or careers story.
India’s AI Power Infrastructure Gap
India’s AI Power Infrastructure Gap
Why DC build-out is constrained by transmission, not generationIndia’s aggregate power picture is accommodating; the disaggregated picture is not. This report maps the local transmission and DISCOM-execution constraints that will set the realistic 4.5–9 GW DC ramp curve through 2030.