TECH NEWS

What Info Edge’s AI Strategy Says About India’s Next Startup Wave

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For years, India’s startup boom was driven by consumer internet companies such as food delivery, fintech, insurance, commerce and other digital services that delivered the biggest returns for early backers. Now a shift is underway. As AI, robotics, spacetech, semiconductors and advanced software gain steam, investors are starting to make longer‑term bets on technologies that may take years to mature but could shape the next phase of India’s innovation economy.

That change is visible in Info Edge’s portfolio: the company says it invested over ₹1,003 crore in 54 AI and deeptech startups between 2020 and March 2026, a clear sign of where it expects future value to come from.

Building The Next Investment Layer

In a letter to shareholders, Info Edge said it began investing in AI and deeptech companies around 2020, before artificial intelligence became a mainstream investment theme globally.

The company’s AI portfolio currently includes 28 startups spanning...

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