Intelligence Library · Topic
Technology
Briefs examining India's technology sector — the AI compute mission, data-protection rules, crypto-exchange compliance, GCC captive expansion, IT services, telecom ARPU, smartphones, and edtech.
— Technology
08 published
- #EdtechAfterByjus
Decomposing PhysicsWallah's Listing — India Edtech Before-and-After Byju's
PhysicsWallah listed Nov 2025 at ₹44,382 crore market cap (+42% debut), against the ₹15-16 trillion underlying Indian education market that always existed. PW RHP + Business Standard listing coverage are the announcement anchor.
₹44,382 crPW market cap · listing day2026-05-20·10 min - #SmartphoneKCurve
Decomposing 31 Million Units — India Smartphones Q1 2026 Value-vs-Unit
IDC India Q1 2026 shipment report — ~31 million units (-4.1% YoY), Apple value share at 28% despite a 9.4% unit share. Counterpoint, Canalys, CMR + Mirror Briefs M-02 + M-09 K-curve cross-references supply the verified-core decomposition.
28% / 9.4%Apple value vs unit share2026-05-20·10 min - #TelecomARPUTier
Decomposing Telecom ARPU — India Telecom TRAI March 2026 Tier Split
TRAI India Telecom Subscription Data March 2026 + carrier ARPU trajectory. TRAI is the announcement anchor. Jio, Airtel, Vi quarterly results, S&P Global Market Intelligence + Brief M-05 RBI household-savings cross-reference supply the verified-core ARPU-tier decomposition.
₹256 · ₹211 · ₹167Jio · Airtel · Vi ARPU2026-05-20·10 min - #ITServicesQ4FY26
Decomposing the Big-5 — India IT Services Q4 FY26 by Company × Segment
India IT-services Big-5 Q4 FY26 results — TCS, Infosys, Wipro, HCLTech, Tech Mahindra. Each company's quarterly disclosure is the announcement anchor. NASSCOM, brokerage research, ISG/Everest deal-data + Brief M-01 CBRE GCC cross-reference supply the verified-core decomposition.
5 cosTCS · Infosys · Wipro · HCL · TechM2026-05-20·10 min - #GCCCaptiveExpansion
GCC Captive Expansion: When the Multinational Builds Where IT Services Used To Charge
Three composite GCC stakeholders. Three captive-expansion scenarios. One 1,800-centre sector map.
1,800+GCCs · NASSCOM2026-05-15·9 min - #CryptoExchangeCompliance
Crypto Exchange Compliance: When the VDA Tax Meets the FIU Framework
Three composite crypto stakeholders. Three compliance failure modes. One four-layer regulatory stack.
30%VDA flat tax · Finance Act2026-05-15·9 min - #DPDPRulesCompliance
DPDP Rules Compliance: When the Act Meets the Notification
Three composite Data Fiduciaries. Three compliance failure modes. One DPDP rollout.
₹250 Crmax penalty · DPDP §332026-05-15·9 min - #IndiaAIMissionEconomics
IndiaAI Mission Economics: When the Allocation Meets the Compute
Three composite AI-stack stakeholders. Three GPU-allocation failure modes. One ₹10,372 Cr Mission.
₹10,372 CrMission outlay · MeitY2026-05-15·9 min
— Other Topics
8 more