India's IT sector bet its future on AI access it doesn't actually control
On June 11th, TCS announced an exclusive partnership with Anthropic — 50,000 employees trained on Claude, early access to new models, a dedicated business unit. The next day, a US export control order cut off access to Anthropic's most advanced models for users worldwide, including the very partner that had just signed up for early access.
India's IT sector has spent years building its AI pivot on the assumption that access to frontier models would stay open. That assumption just cracked. And while India accelerates its own sovereign AI mission, analysts say that alone won't be enough to fix what just happened.
So what would?
Tune in.
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
India's IT sector has spent years building its AI pivot on the assumption that access to frontier models would stay open. That assumption just cracked. And while India accelerates its own sovereign AI mission, analysts say that alone won't be enough to fix what just happened.
So what would?
Tune in.
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
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