As Keralam catches the ultimate football fever ahead of the grand Argentina-Spain finale. To ensure our young fans can enjoy the midnight thriller without worrying about school, College the next morning, the Government has declared a holiday for all educational institutions tomorrow. Stay up, cheer out loud, and enjoy the game.
#CMOKeralam #FIFAWorldCup #ArgentinaVsSpain #KeralamCelebrate
Just one figure from @rahulgandhi ji’s talk at Kota says it all:
🔹Money extracted by the system from NEET students and their families (22 lakh students per year) = 1.32 Lakh Crore.
🔹India’s entire education budget = 1.40 Lakh Crore.
🔹I have only one thing to add to it: Loans forfeited by the government of India to its favourite businessmen: 16 Lakh crores.
#ChhatronKiGoonj
Paying tributes to Periyar & Ambedkar in the morning, showering flowers on a Marx statue by noon and appointing your astrologer to a govt post by evening.
Vijay truly believes in ideological diversification 😭
Today in Edex:
- What it takes to ensure more care for children with developmental disabilities: Straight from a pediatrecian
- The skyrocketing costs to educate children in India
- A snapshot of UPSC CSE 2026
- A fresh, off-beat career option in tech
Full coverage here!
#DevelopmentalDisabilities #Pediatrecian #SkyRocket #UPSC #CSE2026 #Technology #EdexLive
Tamil Nadu
Governors are agents of BJP
They maul the constitution to serve BJP’s interests
Call Vijay (leader of single largest
party)
Swear him in as CM
Let him prove his majority on the floor of the House
No post poll alliance in majority
Sarkaria Commission
Settled law
But who listens !
Jensen Huang said AI has 5 layers of value. India doesn't have a presence in any of them.
⚡ Layer 1 — Energy. A hyperscale AI campus now draws 1–2 gigawatts — a mid-sized nuclear reactor, for one building. China added nearly India's entire installed grid in new capacity last year.
💾 Layer 2 — Chips. The silicon brain and everything that makes it.
→ GPUs: Nvidia (US), AMD (US), Broadcom (US) design. TSMC (Taiwan) fabs at the cutting edge.
→ HBM, the high-speed memory beside every GPU: ~90% Korea.
→ ASML (Netherlands) has a monopoly on the one machine that prints the most advanced chips.
→ Silicon wafers ~60% Japan. Photoresist ~90% Japan.
🏭 Layer 3 — AI infrastructure. The data centre and everything around the chips.
→ Hyperscale cloud: AWS (US), Azure (US), GCP (US); Alibaba (China), Tencent (China).
→ Servers and AI-rack cooling: Supermicro (US), Vertiv (US), Schneider (France), Eaton (US).
→ Commodities: copper (Chile, Peru), niobium (~90% Brazil), rare earths (~85% processed in China).
🧠 Layer 4 — Models. Closed: OpenAI (US), Anthropic (US), Google (US), Meta (US). Open: DeepSeek (China), Qwen (China), Kimi (China).
💻 Layer 5 — Applications. ChatGPT (US), Copilot (US), Cursor (US), Claude Code (US), Agentforce (US). Mostly US. Increasingly Chinese.
China has a presence in all 5. Korea owns HBM. Taiwan owns the cutting-edge factory. Netherlands owns the machine that makes it possible.
India:
Layer 1 — grid stretched, industrial power expensive and patchy. 24/7 clean power is hard to deliver today.
Layer 2 — no frontier chip factory. Tata-PSMC (India-Taiwan) at ~28nm is a decade behind AI chips. India's chip design talent works for Nvidia (US), AMD (US), Qualcomm (US), Intel (US). Value flows to US balance sheets.
Layer 3 — India builds the data center buildings (Yotta, Adani, Reliance) and generic industrial power and cooling gear (BHEL, Crompton, Blue Star). But no hyperscale cloud, and no specialized AI-rack cooling or power shelves. Every Indian AI startup runs on AWS (US) or Azure (US).
Layer 4 — Sarvam, Krutrim (India). Real teams, orders of magnitude below the frontier.
Layer 5 — Zoho, Freshworks (India) are real SaaS businesses, but their AI features — like most Indian AI-app startups — are thin wrappers on OpenAI (US), Anthropic (US), Google (US). And not agentic. Agents are where the flywheel lives. India has no agentic platform at that scale.
This is a 30-year-old choice. India bet on services and not manufacturing. TCS, Infosys, Wipro, HCL (India) built a ~$250B export industry. It paid off. But services sit above the stack — they don't own any layer of it.
India's AI Mission is ~$1B. China's is in the hundreds of billions. That's not a gap to close — it defines the game.