Bharat in BetaThe New AI Stack
Source
- Antler India — What's NEXT in B2B AI (opens in a new tab)Opportunity Area #3: Agentic Systems and InfrastructurePublished: 31 Jul 2025
The idea
Build AI infrastructure, GenAI for big data, RAG, inference as a service, AI-builder tooling, and multimodal platforms.
Why this is interesting
- Infrastructure, retrieval, inference as a service, builder tooling and multimodal platforms serve developers and AI teams inside companies. The buyer is an engineering or platform leader. The list covers several separate markets rather than one opportunity.
- This is a global infrastructure category, and the source gives no India-specific condition. The software opportunity competes directly with cloud providers and model companies. The adoption assumption is that builders will add a new layer rather than use what their existing provider bundles.
Possible starting points
Retrieval evaluation tooling
Help teams measure whether their retrieval pipelines return correct and complete answers for their own documents.
Cost-aware inference routing
Help teams choose between models for each request based on cost, latency and quality they define.
Questions to answer
- Which layer of the stack is not being absorbed by cloud providers or model vendors?
- Who inside the customer owns this problem, and what are they using today?