Blackstone, SoftBank said in talks for stakes in India cloud startup Neysa
Well, well, well—seems like the global capital gods have finally noticed that India's AI infrastructure game doesn't begin and end with AWS. Blackstone and SoftBank eyeing stakes in Neysa Networks is less about altruism and more about FOMO in overdrive; the real story here is that hyperscalers' fortress walls are starting to look less impregnable when a homegrown startup promises lower costs, no vendor lock-in, and GPUs that don't require a second mortgage.
Neysa Networks, founded in 2023 by Sharad Sanghi (the visionary behind India's first internet data center and Netmagic's meteoric rise) and Anindya Das, has already raised $50 million to democratize AI adoption across enterprises in emerging markets. The startup's comprehensive platform—spanning GPU infrastructure, AI training, inference deployment, and real-time monitoring—addresses critical pain points: fragmented tools, unpredictable costs, and limited GPU access. While Blackstone reportedly eyes a majority stake and SoftBank considers a minority position in what could value Neysa under $300 million, the broader narrative reflects a seismic shift in global tech investment patterns, where India's AI cloud infrastructure is transitioning from a curiosity to a strategic necessity for institutional investors worldwide.
