Sarvam AI on NVIDIA's Investment, Voice AI Economics, and India's AI Strategy

Sarvam AI began with an ambitious proposition: build foundational AI models in India. It must now prove that those models can support a viable business. Co-founder Pratyush Kumar explains to Himanshi Lohchab the company’s expansion into compute, inference, customised models and enterprise applications, while Peak XV Partners MD Rajan Anandan lays out the investment case. They discuss NVIDIA’s backing, the economics of voice AI, Sarvam’s enterprise adoption and why specialised models could be cheaper than global frontier systems. The conversation also confronts the capital required to remain competitive, India’s weak R&D spending and the central question facing Sarvam: can technical capability translate into durable revenue?Tune in.You can follow Himanshi Lohchab on her social media: X and Linkedin Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more. Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.