Why Sarvam's unicorn round is a test case for India's sovereign AI policy

Why Sarvam's unicorn round is a test case for India's sovereign AI policy



For years, India has been a favoured market for most tech firms. From email to search to social media, even back-offices, India’s population and large pool of talent has been a magnet for foreign companies. Artificial intelligence is now following a similar script: India has the talent, digital public infrastructure, and one of the world’s largest pools of users and, yet, most of the AI systems used in the private and public sectors in India have been developed by foreign firms.

 


That might be changing. In what is at best a first step, HCLTech earlier this week acquired a 10.46 per cent stake in homegrown Sarvam AI. The Series B round—which saw a $150 million injection from HCLTech —infused a total of $234 million into Sarvam, catapulting it into unicorn territory.

 
 


The funding announcement comes at a time when the US government last week blocked exports of Anthropic Claude Fable 5 and Claude Mythos 5 models on grounds of ‘national security’, effectively cutting off access to what is increasingly seen as critical technology.

 


The question now is whether HCLTech’s bet can convert India’s sovereign AI ambition into commercial infrastructure, or whether Sarvam will remain a rare domestic success story in a market still dependent on foreign models.


What HCLTech aims to gain from Sarvam investment


Many Indian business groups, including Reliance, Adani and Tata, have entered into AI-related partnerships with global players, ranging from building AI infrastructure and data centres to enterprise AI services and consumer-facing AI access. HCLTech itself has partnered with OpenAI, where it will leverage the latter’s advanced models for its consulting, engineering and cloud services.

 


With Sarvam, HCLTech wants to go beyond the traditional Indian IT services playbook. In an interview with Business Standard’s Shivani Shinde, HCLTech CEO C Vijayakumar said Sarvam will allow the tech major to target the “sovereign AI” opportunity, especially in areas such as enterprise adoption across banking, insurance, GovTech and large commercial firms, and the use of AI to reimagine citizen services.

 


Globally, he said, enterprises may increasingly look beyond frontier models for business-specific use cases, where small language models or domain-specific models could prove more efficient.

 


This is the real playbook behind HCLTech’s Sarvam deal. In the software era, Indian IT services firms built scale by implementing, customising and maintaining systems created by global technology companies. AI threatens to rearrange that value chain. If large language models and agentic platforms become the foundation of future enterprise technology, the firms closest to that foundation may capture more strategic value than those merely implementing it.

 


Dr Sorabh Bajaj, Director of the Centre for Digital Learning at Pune’s FLAME University, said, “The current Western large language models (LLMs) are structurally limited by a non-Indian knowledge base, introducing inherent cultural and linguistic biases that fail India’s complex reality.

 


“True sovereign AI requires local LLMs built from scratch to reflect Indic nuance, native speech patterns, and local datasets,” he added.

 


Kunal Khanna, founder of AI-powered professional networking platform Match It Up, told Business Standard that the deal allows HCLTech to secure intellectual property at the deepest layer of the technology stack.

 


“This strategic ownership enables them to offer highly customised, deeply integrated, and fully data-sovereign solutions to their enterprise and government clients,” Khanna said. “It empowers them to guarantee privacy and security natively, shifting their role from a systems integrator to a foundational architect of enterprise intelligence.”

 


Rishabh Sagar, CEO and Co-founder of AI-powered video editing platform CRAON.AI, said owning a stake in Sarvam gives HCLTech access to technology, talent, and the ability to influence products tailored for Indian and enterprise needs.


Why is the Anthropic episode a sovereignty wake-up call?


Industry leaders said the US government’s export-control order blocking foreign access to Anthropic’s top AI models is a test case for the need for AI sovereignty.

 


Vineet Moroney, Chief Transformation Officer at digital engineering firm Xoriant, told Business Standard that HCLTech’s investment in Sarvam is the ultimate test case for India’s sovereign AI policy because it forces a shift “from theoretical self-reliance to hard commercial execution”.

 


“In a world where access to frontier models can be throttled overnight by foreign jurisdictions, true digital equity requires owning the underlying weights, data, and infrastructure,” Moroney said.

 


Khanna said the Fable 5 episode had underlined why India should think about AI sovereignty beyond local data storage. “If an Indian AI agent must route through a foreign server just to securely verify its identity or message another domestic agent, we miss out on true digital independence,” he said.


Can national ambition become business use cases?


But India does not merely need a symbolic AI champion. It needs models that are usable, affordable, secure and good enough for enterprises and governments to trust in everyday operations.

 


Experts said a sovereign model is useful only if it can be taken into the messy environments where real work happens, such as loan processing, claims handling, customer support, multilingual public-service delivery, procurement, compliance, document review and frontline operations.

 


“In the end, AI can only add true value to enterprises when it is embedded into the core of how products are built, workflows are run, and decisions are made, what we call as applied intelligence,” Moroney said.

 


That is where HCLTech’s enterprise reach matters. Sarvam has positioned itself as a full-stack AI company rather than a narrow model lab. It has released models trained from scratch in India, including a 105-billion-parameter reasoning model and a 30-billion-parameter model designed to run on consumer-grade hardware. Its work spans speech, vision, conversational AI, enterprise use cases and government applications.

 


Sarvam may build the model layer, but HCLTech can help carry those models into large organisations, integrate them with existing technology systems and shape them around industry-specific problems.

 


Khanna said public adoption will also depend on Indian AI firms moving beyond conversational interfaces.

 


“The next major milestone for Indian AI is evolving from conversational interfaces to foundational, autonomous infrastructure,” he said. “Public adoption will truly accelerate when Indian AI firms integrate directly into the daily operational workflows of our MSMEs and enterprises.”


Can private capital complete what policy has started?


India’s sovereign AI push has so far relied heavily on state support. The IndiaAI Mission, with a five-year outlay of ₹10,371.92 crore, is designed to support compute access, indigenous model development, data quality, startup funding and AI adoption. India has also unveiled homegrown AI models focused on Indian languages, voice use and local data control.

 


Sagar said government procurement may help early adoption, but the longer-term test lies elsewhere.

 


“Government support can help in the early stages, but long-term adoption will come from building products that solve real problems for businesses and consumers,” he said. “Indian AI companies need to focus on sectors like healthcare, education, media, financial services, and enterprise software.”

 


Khanna said government support and private capital are complementary. “Government support under the IndiaAI Mission serves as the incredible catalyst. It helps de-risk massive initial compute investments and establishes the vital regulatory and standards frameworks,” he said. “Private capital, like HCLTech’s, then brings the enterprise distribution, market discipline, and operational scale necessary to take these technologies global.”


What happens after the unicorn round?


While the HCLTech funding may give Sarvam capital and visibility, it does not ease the tough road ahead. Training and serving large models require expensive graphics processing unit infrastructure. Model performance has to improve continuously. Inference costs have to be controlled. Enterprise clients will compare Sarvam not only with global closed models but also with fast-improving open-source alternatives. Government departments may support domestic AI, but enterprises will pay only if the product delivers.

 


In simple terms, Sarvam will have to show that sovereignty can be sold as a business advantage, not just a national aspiration.

 


“This deal will test whether India can scale a native, multilingual AI ecosystem that satisfies strict local governance while remaining competitive enough for global enterprise deployment,” Moroney said.

 


Sagar said HCLTech’s investment is an encouraging signal, but one deal alone cannot define success.

 


“Real validation will come when Indian AI companies achieve large-scale adoption, build globally competitive products, and create sustainable businesses,” he said. “We’re still in the early innings.”

 


Bajaj said success five years from now would mean Sarvam’s models becoming default infrastructure for mission-critical citizen workflows, localised e-governance and domestic enterprise platforms at a fraction of current computing costs.

 


“Conversely, failure would look like Sarvam being relegated to building shallow application wrappers or generic consulting layers on top of foreign foundation models due to an inability to sustain the massive capital expenditures required for frontier R&D,” Bajaj said. “If India remains structurally dependent on foreign APIs for its primary intelligence infrastructure, its sovereign AI policy will have failed.”

 


That warning is useful because it separates the two possible futures. In one, Sarvam becomes infrastructure. In the other, it becomes another AI services layer.


Can this become a template for corporate India?


If the bet works, the implications could extend beyond HCLTech and Sarvam.

 


Bajaj said HCLTech’s investment breaks a historical pattern in which Indian conglomerates relied on foreign technology vendors rather than nurturing domestic deep-tech.

 


“A successful Sarvam demonstrates that Indian capital can successfully scale indigenous foundational research, establishing a template for corporate India to back domestic AI firms,” he said.

 


Khanna said: “As these models succeed, we will see a natural evolution where Indian corporates move beyond merely licensing AI to actively investing in and co-creating domestic intelligence infrastructure.”

 


The next few years will show whether Sarvam can move from model launches to daily use inside enterprises and government systems. If it can, HCLTech’s $150-million bet may become more than a successful startup investment. It may become a proof point for India’s attempt to build sovereign AI as working infrastructure.

 



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ChatGPT market share slips below 50% as Gemini, Claude gain ground: Report

ChatGPT market share slips below 50% as Gemini, Claude gain ground: Report



For the past few years, the artificial intelligence (AI) assistant market has largely belonged to OpenAI’s ChatGPT. It defined the category, set the pace of adoption and built a user base that no rival could match.

 


That picture is becoming more complicated.

 

According to market intelligence firm Sensor Tower’s State of AI 2026 report, ChatGPT remains the dominant AI assistant globally. However, Google Gemini has been steadily gaining ground and Anthropic’s Claude has recorded one of the most dramatic growth trajectories in the sector.

 


The lead remains substantial, but the gap is narrowing in ways that matter.

 


ChatGPT crosses one billion users

The headline number from Sensor Tower’s report is one that OpenAI will want to frame loudly. ChatGPT crossed one billion monthly active mobile users in May 2026, reaching the milestone roughly three years after its launch in November 2022. Sensor Tower notes that no other platform has reached one billion monthly active users as quickly, including some of the most widely used platforms in the world. YouTube took more than six years to get there. Instagram took nearly eight. WhatsApp took more than eight. TikTok, often cited as the fastest-growing consumer app of its era, took more than five years.

 


India has played a significant role in that achievement and continues to. ChatGPT had 330 million unique monthly users in India in May 2026, up from 297 million in December 2025, making it one of the platform’s largest markets. This suggests that roughly one in three ChatGPT users globally is Indian, a proportion that underscores just how central the Indian market has become to the platform’s global story.


A billion at the top, but the field is catching up


The billion-user milestone is a genuine achievement, but the more instructive part of Sensor Tower’s data is what is happening below it. Across the 25 markets covered in the report, ChatGPT leads with 1.11 billion monthly users as of May 2026, up from 1.05 billion in December 2025.


Google Gemini, meanwhile, moved from 533 million to 662 million monthly users over the same period, a jump of 129 million users in five months. And Claude, which had 60.2 million monthly users in December 2025, surged to 245 million by May 2026, a roughly fourfold increase

 


The competitive dynamic looks similar in India. ChatGPT leads with 330 million monthly users. But Gemini is not far behind at 229 million, a gap that is considerably narrower in India than it is at the global level. Claude has climbed to 72.3 million monthly active users in India by May 2026, up from 13.3 million in December 2025.

 


What those user numbers also reflect is an extraordinary level of engagement. As per preliminary estimates by Sensor Tower, Indian users are projected to spend 5.82 billion hours on generative AI apps in the first half of 2026, up from 1.66 billion hours in the same period a year earlier. Total sessions in India is also projected to reach 168 billion in the first half of CY 2026, compared to 47 billion in the first half of CY 2025.


Market share: Below 50 per cent for the first time


User numbers tell you who is winning. Market share tells you by how much, and by that measure, the story of the past eighteen months is one of steady erosion at the top. ChatGPT’s share of the global AI assistant market fell below 50 per cent for the first time in March 2026 and stood at 46.4 per cent by May, down from 52.8 per cent in December 2025 and 65.3 per cent in December 2024. The platform that once commanded nearly two-thirds of the market now holds less than half.

 


The ground it has lost has gone primarily to two players. Google Gemini held 27.7 per cent of the global market by May 2026, up from 18.2 per cent in December 2024. Claude held 10.3 per cent globally in May, up from just 3 per cent in December 2025. The remaining share is distributed across Grok at 3.3 per cent, DeepSeek at 3.2 per cent, Perplexity at 2.8 per cent, Meta AI at 2.5 per cent, and Microsoft Copilot at 1.6 per cent.

 


In India, the market share picture has its own contours. ChatGPT held 45.6 per cent in May 2026, down from 59.1 per cent in December 2024. Google Gemini held 31.6 per cent, meaningfully higher than its global share of 27.7 per cent, a difference that reflects both Android’s dominance in India and Google’s deep ecosystem integration in the market. Claude held 10 per cent in India by May 2026, up from 2.2 per cent in December 2025. Perplexity at 3.7 per cent and Meta AI at 3.2 per cent are the other notable players in the Indian market.

 


The direction of travel across both the global and Indian numbers is consistent: ChatGPT’s share is declining, Gemini’s is rising, and Claude’s has moved from marginal to meaningful in a matter of months.


Why the gaps are closing


Several forces are working simultaneously to reshape the market, and understanding them matters for reading where things go next.

 


Gemini’s growth in India and globally is difficult to assess without accounting for its structural advantage. Google Gemini is deeply integrated across Search, Gmail, Google Docs, and the Android operating system itself, and in India, where Android commands over 90 per cent of the smartphone market (Counterpoint research data), that gives Gemini a distribution reach that no competitor can match organically.


The more revealing dynamic is how willing users of this app segment have proven to switch. According to Sensor Tower, in the US, ChatGPT uninstalls surged to roughly 200 per cent above the app’s average during the week of March 9 to 15, following OpenAI’s agreement to work with the US Department of War.

 


Many of those users appear to have moved to Claude, which recorded more daily downloads than ChatGPT from March 1 to 5, 2026. ChatGPT has led on daily downloads every day since, but the margin has remained considerably narrower than it was before March, suggesting that a portion of that switched audience stayed switched.

 


The introduction of advertisements on ChatGPT in the US during this period added another layer of friction. Sensor Tower’s data shows ChatGPT’s churn rate moving from 12.7 per cent in January to 14.5 per cent in April, a period that coincided with the arrival of ads on the platform.


Claude’s five-month surge


Claude’s growth is worth examining. Antropic’s AI platform went from 60.2 million to 245 million monthly users worldwide in five months. In India, Claude went from 13.3 million monthly users in December 2025 to 72.3 million in May 2026, with its market share climbing from 2.2 per cent to 10 per cent over the same period.

 


What makes the trajectory more significant than a one-time controversy-driven spike is what happened to retention in the months that followed. Sensor Tower’s data shows Claude’s share of churned users in the US declining rapidly since March, bringing it closer to ChatGPT’s retention levels. The platform is not just attracting new users; it is keeping them.


The broader AI app market


Stepping back from the assistant race to the AI app market as a whole, Sensor Tower’s report shows a market that is maturing in its acquisition phase but accelerating in engagement. Global AI app downloads are projected to reach 2.3 billion in the first half of CY 2026, up 7 per cent half-over-half. That is a significant deceleration from the 26 per cent growth recorded in the second half of CY 2025 and the 71 per cent seen in the first half of CY 2025.

 


In India, downloads are projected to reach 348 million in the first half of CY 2026, a pullback from the 369 million recorded in the second half of CY 2025. That decline, however, needs context. The second half of CY 2025 was itself an outlier, growing significantly from the 217 million downloads seen in the first half of the calendar year, a surge that coincided with an aggressive wave of promotional activity from OpenAI, Google, Perplexity, and others, including free access tiers, student plans, and telecom partnerships. The first half of CY 2026 looks softer primarily because the second half of CY 2025 was unusually strong, and the moderation likely reflects the normalisation of that promotional push.

 


Asia as a region, recorded its first decline in AI app downloads in Q1 CY 2026, with downloads falling 3.3 per cent against the previous quarter to 462 million, after 13 consecutive quarters of uninterrupted growth. Both India and China have pulled back from prior download peaks, with India’s reached in October 2025 and China’s in March 2025.

 


AI is also spreading well beyond dedicated assistant apps. The number of apps mentioning AI, machine learning, or large language model on their store pages is on track to approach an all-time high in the first half of CY 2026, with downloads for such apps up 25 per cent year-on-year and 173 per cent compared with the first half of CY 2023.

 


Health and wellness, utilities, jobs and education, financial services, and shopping each grew more than 40 per cent year-on-year as developers across categories integrated AI features, according to the Sensor Tower report.

 


The Q1 CY 2026 download rankings in India also offer a telling detail. While the global top five by downloads features ChatGPT, Google Gemini, Grok, Claude, and a scheduling assistant called Dola: Asisten AI Cerdas, India’s list includes Vidix-AI Photo Video Generator, a media generation tool, as the fourth most downloaded AI app. Its presence points to an Indian user base drawn to AI for visual content creation.

 


The list includes ChatGPT, Google Gemini and Meta AI as the top three most downloaded AI app in India, with Grok rounding up the top five.


Revenue from AI platforms


Downloads are moderating, but revenue is not. Global in-app purchase revenue from AI apps is projected to surpass $4.25 billion in the first half of CY 2026, up 36 per cent half-over-half. The divergence between 7 per cent download growth and 36 per cent revenue growth tells a clear story: the users who are staying are paying. ChatGPT alone is projected to contribute more than $2.5 billion of that global total. Across all apps mentioning AI terms, the projected total rose to $12 billion in the first half of CY 2026, up 61 per cent year-on-year.

 


Against that backdrop, India’s revenue position is an uncomfortable data point in the report. With 330 million ChatGPT users and 229 million Gemini users monthly, India is among the world’s largest AI app markets by user count. The projected engagement numbers, 5.82 billion hours spent and 168 billion sessions on generative AI apps in the first half of 2026 alone, are not those of a casual market. However, India’s projected in-app purchase revenue from AI apps in the first half of CY 2026 is $38 million, against a global total of $4.25 billion. That is less than 1 per cent of global revenue from one of the world’s most active user bases.

 


India’s app economy has been a volume market rather than a value market, with users resistant to subscription pricing and in-app purchases. According to Sensor Tower’s India Mobile App Market report that was released earlier this year, India remains the world’s largest app download market by a wide margin, yet does not rank among the top 20 markets globally in app revenue.

 


However, there is an upward trend. Annual IAP revenue in India has risen from $520 million in CY 2021 to over $1 billion in CY 2025 and is projected to reach $1.25 billion in CY 2026, according to Sensor Tower data cited by TechCrunch.

 


In a statement to TechCrunch, Donny Kristianto, principal market insights manager at Sensor Tower, said that India’s app market has matured on the download side, but monetisation is strengthening as usage deepens and digital payment habits become more embedded.


What the numbers suggest


ChatGPT remains the clear market leader. Reaching one billion monthly users in just three years is a milestone unmatched by any consumer platform in history.

 


Yet the competitive landscape is changing.

 


Gemini is leveraging Google’s ecosystem advantages to gain share. Claude has emerged as the fastest-growing major AI assistant. New entrants continue to capture niche segments.

 


The AI assistant market is no longer defined solely by OpenAI.

 


ChatGPT still sits at the top, but for the first time since the generative AI boom began, the lead looks increasingly contestable.



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Telegram under scrutiny again: What makes it different from messaging apps

Telegram under scrutiny again: What makes it different from messaging apps


The Government of India has placed a temporary restriction on access to instant messaging platform Telegram until June 22, 2026 after the National Testing Agency (NTA) informed authorities that organised cheating networks were using the platform to target candidates appearing for the NEET-UG re-examination scheduled for June 21, 2026.

 


The move has once again brought Telegram under scrutiny and renewed a debate that has followed the platform globally for years: why has a service originally built for messaging become associated with piracy, scams, underground communities and mass information broadcasting?

 


While Telegram is often grouped with other instant messaging platforms, including WhatsApp and Signal, the platform functions differently from most other services and has evolved into something closer to a combination of a messenger, social network and content-distribution platform.

 


What is Telegram

Telegram is a cloud-based messaging platform founded in 2013 by Russian entrepreneur Pavel Durov and his brother Nikolai Durov after the pair left Russia’s largest social networking platform, VKontakte.

 


Available across smartphones, tablets and desktop computers, Telegram allows users to exchange messages, make voice and video calls, share files and create communities. The platform claims to have more than one billion monthly active users globally.

 


Unlike conventional messaging applications, Telegram stores most conversations on the cloud, allowing users to access messages and media across multiple devices. Though it requires a phone number to create account and sign in, users can communicate using usernames without necessarily revealing their phone numbers, a feature that has contributed to the platform’s appeal among privacy-conscious users.


How is Telegram different from WhatsApp and Signal


Telegram resembles WhatsApp and Signal, but its architecture and purpose differ considerably.

 


WhatsApp and Signal are designed primarily for private communication between individuals and small groups. Telegram, by contrast, combines messaging with large-scale broadcasting and community-building tools.


Large groups and unlimited channels


Telegram supports groups containing up to 200,000 members, far exceeding the limits offered by rivals. WhatsApp supports up to 1,024 members, while Signal allows up to 1,000.

 


It also offers Channels, which function as one-way broadcasting tools and can accommodate an unlimited number of subscribers. WhatsApp offers a similar feature through Channels, while Signal does not.

 


Messages posted in channels can reach millions of users instantly, making Telegram resemble a social media platform rather than a conventional messaging service.


Large file sharing and cloud storage


Telegram allows free users to share files of up to 2GB and Premium subscribers to send files as large as 4GB. Because files are stored on Telegram’s cloud infrastructure, users can access content from any device without maintaining local copies. For example, you can stream a video directly from the cloud server without requiring to download it first on the device.

 


The platform’s support for videos, PDFs, compressed archives and software packages has made it a popular destination for distributing digital content.

 


By comparison, WhatsApp allows file sharing of up to 2GB, while Signal limits file transfers to 100MB.


Username-based communication


Unlike WhatsApp, Telegram allows people to connect through usernames and public links, reducing the need to disclose phone numbers publicly. Channels and groups can also be discovered through search or shared invitation links.


Bots and automation


Telegram supports programmable bots that can perform a wide range of tasks, including customer support, news distribution, reminders, polls, payments and content delivery.

 


Entire businesses, trading communities and information services operate through Telegram bots, extending the platform well beyond traditional messaging.


Mini apps and communities


Telegram has gradually evolved into a broader ecosystem supporting mini applications, communities and subscription-based services.

 


Many creators, influencers and organisations use Telegram channels to distribute content directly to followers without relying on traditional social media algorithms.


What about security and encryption


Telegram’s security model differs significantly from that of its rivals.

 


Signal and WhatsApp provide end-to-end encryption by default for personal chats and group conversations. This means messages can only be read by the sender and recipient.

 


Telegram relies primarily on cloud-based encryption. Messages are encrypted during transmission and while stored on Telegram’s servers, but they are not end-to-end encrypted by default.

 


Users seeking full end-to-end encryption must manually initiate “Secret Chats”, which are available only between two devices and do not support groups or cloud synchronisation.


Why has Telegram become a hub for piracy and underground communities


The same features that make Telegram attractive to creators and businesses have also made it popular among communities operating outside conventional digital ecosystems.

 


Its large channels, anonymous usernames, cloud-storage capabilities and ease of file sharing have enabled communities dedicated to distributing pirated movies, television shows, software, e-books and other copyrighted content.

 


Unlike content hosted on websites, files and links shared inside Telegram channels are more difficult to track and can quickly reappear even after enforcement action.

 


As streaming services fragmented content across multiple subscriptions, Telegram emerged as an alternative source for users seeking free access to entertainment content. Thousands of channels distribute movies and web series shortly after release, often attracting millions of views.


Why do users use Telegram beyond messaging


Telegram’s appeal extends far beyond person-to-person conversations.

 


News organisations, content creators, educators and businesses use channels as direct broadcasting tools. Public channels can function like newsletters, while groups serve as discussion forums.

 


This hybrid nature has helped Telegram develop an ecosystem that rivals traditional social media platforms in some areas.


Telegram’s history of scrutiny in India


Telegram’s troubles in India predate the latest NEET-related restriction.

 


Authorities have repeatedly flagged the platform over piracy, stock market scams, fake investment schemes and examination fraud.

 


During the NEET controversy in 2024 and again in 2026, several Telegram channels allegedly claimed access to leaked question papers and attempted to deceive students. Investigators later said scammers manipulated timestamps and circulated fabricated material to create the impression that examination papers had been leaked before the tests.

 


The Ministry of Information and Broadcasting has also acted against piracy on the platform. Earlier this year, authorities directed Telegram to remove more than 3,100 channels accused of distributing copyrighted content following complaints from OTT platforms and rights holders.

 

Telegram has faced similar controversies globally, ranging from concerns over misinformation and extremist content to allegations involving piracy and cybercrime as detailed in the article here.


The challenge Telegram presents


Telegram’s strength lies in the very features that distinguish it from conventional messaging applications.

 


Large-scale broadcasting, cloud-based storage, discoverable communities, automation tools and flexible file-sharing capabilities have helped the platform grow far beyond its origins as a messaging service.

 


At the same time, those capabilities have repeatedly placed Telegram at the centre of regulatory and law-enforcement concerns.

 


The platform occupies an unusual position between a messaging app, a social network and a content-distribution service. That hybrid nature helps explain both its popularity and the recurring scrutiny it attracts from governments around the world.

 


As regulators attempt to balance privacy, innovation and public safety, Telegram remains one of the clearest examples of how a technology designed for communication can evolve into something much larger, and much harder to regulate.



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Google rolls out Android 17, Wear OS 7 to Pixels: What's new, eligibility

Google rolls out Android 17, Wear OS 7 to Pixels: What's new, eligibility



Google has begun rolling out Android 17 to Pixel smartphones alongside the June Pixel Drop update, bringing a mix of productivity, security and creator-focused features. The update is now available for eligible Pixel devices starting today, while Pixel Watch models are receiving the Wear OS 7 update.

 

According to Google’s blog posts, Android 17 is rolling out first to Pixel devices and will expand to other Android smartphones later this year. The company is also bundling the June Pixel Drop, which adds new features and expands existing capabilities across Pixel phones and tablets. 

 


What’s new on Pixel phones with Android 17


Android 17 introduces a set of features aimed at improving multitasking, content creation and device security.


  • Bubbles for multitasking: Turn any app into a floating window for quicker switching and better workflow, especially on foldables and tablets.

  • Screen Reactions: Record screen activity along with a selfie video overlay without needing third-party apps, aimed at creators and tutorials.

  • Foldable gaming mode: Optimised split layout for gameplay and controls, along with reduced frame drops and improved performance.

  • Security enhancements: Temporary location access, selective contact sharing, and improved threat detection and device protection.

  • Omni in Gemini app: Gemini on Pixels can now use Gemini Omni model for video generation. You can start from scratch, remix photos and videos from your camera roll, or try out a premade template. You can even make a custom AI avatars

  • Music generation: Gemini on Pixels can now also create original music tracks. You can describe the track or use images as inspiration for generating music with lyrics.

  • Expanded call features: Includes availability of Manual Call Screen in India, allowing users to screen unknown calls before answering


Android 17 does not yet include Gemini Intelligence features. The company said that multi-step app automation and Auto Browse in Chrome that use Gemini Intelligence will roll out to supported Pixel devices later this summer. 


More features such as Create My Widget, Intelligent Autofill, Rambler in Gboard, and Android-exclusive Instagram features will roll out later this year.


What’s new on Pixel Watch with Wear OS 7


Google is also rolling out Wear OS 7 to Pixel Watch 2, Pixel Watch 3 and Pixel Watch 4 models, bringing new glanceable features and system improvements.


  • Live Updates: Real-time information such as sports scores, deliveries and workouts directly on the watch interface

  • Cross-device controls: Improved controls for connected devices like headphones, speakers, smart TVs and AI glasses.

  • Battery improvements: Up to 10 per cent better battery life compared to Wear OS 6


Similar to Android 17, Gemini Intelligence on Wear OS 7 will be rolling out later this summer.


Eligible devices and how to update


Android 17 is rolling out to Pixel 6, Pixel 6 Pro, Pixel 6a, Pixel 7, Pixel 7 Pro, Pixel 7a, Pixel Tablet, Pixel Fold, Pixel 8, Pixel 8 Pro, Pixel 8a, Pixel 9, Pixel 9 Pro, Pixel 9 Pro XL, Pixel 9 Pro Fold, Pixel 9a, Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, Pixel 10 Pro Fold and Pixel 10a.

 


Users can check for the update by going to Settings, selecting System, then System update and tapping “Check for update” if the update has not appeared automatically. Devices running Android 17 Beta 4.1 will receive a smaller update to the stable release.

 


For wearables, Wear OS 7 with build CP2A.260603.001 is rolling out to Pixel Watch 2, Pixel Watch 3 and Pixel Watch 4 models.



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SpaceX to take over AI Startup Cursor in  billion deal following IPO

SpaceX to take over AI Startup Cursor in $60 billion deal following IPO



SpaceX has formally agreed to take over Cursor in a deal that values the artificial intelligence coding startup at $60 billion, cementing a key part of Elon Musk’s efforts to catch up with rivals on coding tools. 


Cursor investors will have the right to receive SpaceX stock based on the implied $60 billion equity value of the startup, according to a regulatory filing Tuesday. The deal is expected to close in the third quarter. SpaceX first revealed in April that it had secured the right to buy Cursor later this year but was holding off because of the rocket company’s initial public offering.  

 


SpaceX is pushing ahead with the Cursor transaction just days after completing the record IPO. The stock surged more than 40% in its first two trading sessions, underscoring the strong demand from investors seeking to tap into the company’s growth prospects. 


The rally continued Tuesday, with shares climbing 6% as of 7:37 a.m. before regular trading in New York. If the gains hold when markets open, SpaceX would have a market valuation of around $2.7 trillion and surpass Amazon.com Inc. as the fifth-largest publicly traded company in the world. 


SpaceX’s xAI business is now focused on bolstering its AI-powered coding capabilities. Musk has said xAI lags behind rivals on that front in particular and has recruited engineers from Cursor in an effort to catch up with the likes of Anthropic PBC and OpenAI. 


SpaceXAI, as the AI business is now called, has suffered dozens of exits on both the engineering and the data training side and has struggled to recruit top talent that has options to go elsewhere. For now, Musk has put in place leadership from SpaceX’s Starlink to right the ship at xAI. 


SpaceX employees at xAI have been working with Cursor in recent weeks, collaborating on coding and compute, Bloomberg has reported. 


Cursor’s AI assistant, launched in 2023, is designed to help programmers write and debug code more efficiently. It’s become one of the fastest-growing startups of all time and a central player in tech’s “vibe coding” era, as demand surges among software developers for tools that can build based on prompts to a chatbot. 


Before SpaceX announced an intent to buy Cursor, the startup had been in talks with investors for a funding round that valued it at more than $50 billion, Bloomberg reported previously. 


Musk’s bets on AI have proven costly for SpaceX, which posted a $4.94 billion net loss last year as the company retroactively took on the debt of xAI’s investments. Capital expenditures fueling Musk’s plans nearly doubled to $20.7 billion last year. The biggest single spending block of that is dedicated to AI. 


Although SpaceX has been renting out its data center capacity to competitors including Anthropic, Chief Financial Officer Bret Johnsen said last week that the company is not giving up on its own services, including its chatbot Grok.

 



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Social media ban for children spreading to more countries. Is India next?

Social media ban for children spreading to more countries. Is India next?



United Kingdom is the latest country to decide that children under 16 have no business being on social media. On June 15, UK Prime Minister Keir Starmer confirmed at a Downing Street press conference that Britain would ban social media access for all children under 16, with legislation expected before the end of the year and the ban itself in place by early 2027. The announcement, reported by the New York Times, covered platforms including TikTok and Instagram, while leaving messaging services like WhatsApp outside the scope of the restrictions.

 


Britain joined what is rapidly becoming a global movement. Australia was first, enforcing its ban in December 2025. Malaysia and Indonesia followed in the months after. France, Spain, Greece, Canada, Denmark, and more than a dozen other countries are either legislating or actively drafting restrictions.

 


India has also made some moves. Two southern states have already announced restrictions, while the central government has signalled interest in scaling age-based access limits on social-media platforms for teenagers. However, there is no national policy yet and neither a clear timeline for one.


Social media ban in India


India’s first concrete action on this front came not from New Delhi but from two southern states. On March 6, Andhra Pradesh and Karnataka became the first states in the country to announce social media bans for children, though they drew the line at different ages and with different degrees of specificity.

 

In Andhra Pradesh, Chief Minister N. Chandrababu Naidu addressed the state assembly and committed to barring children below 13 from social media within 90 days, while leaving open the question of whether to extend the restriction to the 13 to 16 age bracket as well. In Karnataka, state government used its budget speech for 2026-27 to announce a ban for all children under 16.

 


What neither state announced alongside the ban was a plan for how it would actually work. As per an ET Education report, when asked how the restriction would be enforced across homes, schools, and colleges, former Karnataka CM, Siddaramaiah said the government would formulate a programme and announce it once finalised. TechCrunch also noted that the Karnataka government had not consulted technology companies before making the announcement, a detail that leaves the operational side of the ban without a clear shape.


National signals without national policy


At the federal level, the signals have been consistent but stop short of commitment. The central government’s Economic Survey for 2025-26, tabled in Parliament in January, flagged a direct link between high screen time and deteriorating mental health in the 15 to 24 age group, citing anxiety, sleep disorders, and declining attention spans as visible symptoms. The Survey specifically called for age-based access restrictions on online platforms and suggested cutting down on online teaching to reduce digital addiction.

 


Union Minister for Electronics and IT Ashwini Vaishnaw went further in February 2026, telling reporters at the India AI Impact Summit that the government had begun discussions with social media intermediaries on enforcing an age-based ban. “This is something which has now been accepted by many countries that age-based regulation has to be there,” Business Standard quoted him as saying. “It was part of our DPDP Act when we created this age-based differentiation on the content which is accessible to young people.”

 


That reference to the Digital Personal Data Protection Act, 2023 is significant. The DPDP Act already defines a child as anyone below 18, requires verifiable parental consent before platforms can process a child’s personal data, and prohibits targeted advertising and behavioural tracking of minors. Non-compliance invites penalties of up to Rs 200 crore. However, the DPDP Act is fundamentally a data governance statute. It assumes children will continue to use platforms and seeks to regulate what happens to their data, not whether they can access the platforms at all.

 


The Supreme Court has also been drawn into the debate. Petitions in cases including Zep Foundation versus Union of India and Child Rights Foundation versus Union of India, both from 2025, sought age-specific restrictions on children’s access to social media. The Court, rather than ordering a ban, deferred the question to the legislature, signalling that any national policy would need to come through Parliament rather than judicial intervention.


What the world is doing


The global direction is less ambiguous. Australia became the first country to enforce a sweeping ban when its Online Safety Amendment (Social Media Minimum Age) Act came into effect on December 10, 2025, blocking anyone under 16 from holding accounts on Facebook, Instagram, Snapchat, TikTok, X, YouTube, Reddit, Twitch, Threads, and Kick. Educational tools like Google Classroom and messaging apps like WhatsApp and YouTube Kids were excluded.

 


The law places the burden entirely on platforms, not on children or parents. Companies that fail to take “reasonable steps” to prevent underage access face fines of up to A$49.5 million, for serious or repeated breaches, according to a BBC report.

 


Malaysia joined the enforced category in June 2026, as reported by the Associated Press, requiring all platforms with at least 8 million users to implement age-verification systems and block users under 16 from creating accounts. Companies that fail to comply face penalties of up to 10 million ringgit, or roughly $2.5 million. Indonesia had moved in March 2026, banning children under 16 from what it classified as “high-risk platforms” including TikTok and YouTube.

 


Canada also introduced digital safety legislation in June 2026, that would bar children under 16 from social media unless platforms could demonstrate sufficient safeguards. As per the Associated Press, the bill also covers AI chatbots and creates a new regulator, the Digital Safety Commission of Canada.

 


Unlike other countries, Canada’s approach includes a pathway for platforms to earn exemptions by proving safety.


Besides, there have been proposals and announcements regarding social media restrictions across countries like France, Spain, Greece, Denmark, Brazil and more. As TechCrunch noted, the UK announcement brings the total number of countries that have either implemented or are actively legislating these restrictions to well over a dozen.


How enforcement actually works


The architecture of these bans shares a common logic: shift the compliance burden away from families and onto platforms. As the BBC’s report on the Australian model described, governments require what they call “age assurance technologies,” which include facial assessment scans, voice recognition, document-based ID verification, and age inference, a system that analyses a user’s online behaviour and interactions to estimate their age. Australia explicitly prohibits platforms from relying on simple self-certification, where a child can tick a box claiming to be 16.

 


Platforms in Australia have responded with different approaches. Meta, which owns Facebook, Instagram, and Threads, began closing accounts it identified as belonging to under-16s from December 4, 2025, and offered users who were mistakenly removed the option to verify their age through government ID or a video selfie. Snapchat offered bank accounts, photo ID, or selfies as verification options.

 


YouTube denied being a social media platform in order to resist inclusion, and Google reportedly considered a legal challenge before not following through. Snap also denied social media status. These definitional disputes are not trivial: they expose a genuine problem in enforcement, which is that the boundaries of what counts as “social media” are contested and exploitable.


How has this affected social media platforms


The commercial implications for social media companies are substantial, and the numbers tell a layered story. In Australia, the immediate accounting looked dramatic. Within the first month of the ban, regulators announced that platforms had collectively deactivated, removed, or restricted approximately 4.7 million accounts identified as belonging to children under 16. According to the BBC, Meta alone blocked roughly 550,000 accounts in the first days after the December 10 launch.

 


But critics question whether even the largest possible fines will function as genuine deterrents. The BBC’s report on the Australian ban quoted former Facebook executive Stephen Scheeler, who told the AAP news agency that “it takes Meta about an hour and 52 minutes to make A$50 million in revenue,” making even the maximum Australian penalty look less like a consequence and more like a rounding error in quarterly earnings. The pressure this creates on regulators to eventually escalate fines or enforcement mechanisms is significant.

 


The platforms are responding to the regulatory wave with a strategy that looks like managed retreat. Meta has rolled out what it calls Teen Accounts globally, a feature that automatically places users under 16 in restricted content modes with limited advertising, capping personalised ad targeting to only age and location data rather than behavioural profiles.

 


Meta expanded Teen Account protections to Facebook and Messenger internationally, following their earlier debut in markets including the US, UK, Australia, and Canada. The product is partly a defensive play: by offering a restricted experience, Meta pre-empts the argument that only a full ban can protect young users.


How will it affect social media platforms in India


When India banned TikTok in June 2020 along with 58 other Chinese applications, citing data security concerns, ByteDance reported financial losses of up to $500,000 per day according to a Reuters report citing the company’s Supreme Court filing. The platform was losing close to one million new users per day at the time of the ban, and six million download requests went unfulfilled. At the time of the ban, India represented the largest market for TikTok globally, with the platform having commanded over 600 million downloads in the country. ByteDance eventually shut its India operations down to a skeletal staff and never returned.

 


India’s top 100 TikTok influencers collectively lost an estimated Rs 120 crore in annual revenue, according to a report by The Indian Institute of Human Brands (IIHB).

 


A nationwide or even coordinated state-level social media ban for children in India would replicate elements of that dynamic, but at a different scale and with different stakes. India had approximately 900 million internet users at the end of 2025, according to a report by the Internet and Mobile Association of India, and a young, growing population that represents the most valuable long-term advertising market for every major global platform.


Removing or restricting access for the under-16 cohort would not cause the same immediate revenue collapse as the TikTok ban because these are largely not revenue-generating users in any significant direct sense. However, they are the pipeline. They are the users who form brand habits and platform loyalties that carry into adulthood. Losing access to that cohort during formative years carries long-term market implications that the platforms understand very well, which is why their opposition to bans is as vigorous as it is.


Why India is different


Supporters of a ban in India can point to a genuine and worsening problem. The central government’s Economic Survey noted a measurable deterioration in mental health among the 15 to 24 age group tied to high screen time. University vice-chancellors raised the alarm at a February 2026 conclave in Karnataka about digital addiction eroding academic performance and physical fitness.

 


But India’s circumstances are different enough from Australia’s or the UK’s that a direct policy transplant carries serious risks. The first and most fundamental is what Aparajita Bharti, Founding Partner at The Quantum Hub, described to ET Education as the “shared device” reality. In a very large proportion of Indian households, particularly outside major urban centres, a single smartphone is shared among multiple family members. A ban premised on individual account ownership and device-level age verification assumes a model of digital access that describes a minority of Indian households. Age verification through facial scans or government IDs requires that a child have a device registered to them, an account they own, and a platform that can reliably distinguish their usage from that of the adult whose phone they are borrowing. In rural and semi-urban India, none of these conditions reliably hold.

 


The educational dimension is equally complicated. As the Bar and Bench analysis of the Karnataka and Andhra Pradesh announcements noted, smartphones and social media in India are not purely recreational tools for many children. For first-generation learners in areas with poor infrastructure, digital access through a smartphone may be the primary or only window to educational content, career information, and basic digital literacy. A blanket ban that removes this access is not equivalent to what a similar ban achieves in countries where alternatives exist in abundance.

 


Dr. Victoria Nash, senior policy fellow at Oxford’s Internet Institute, made a related point in her comments to CNBC in April 2026: bans risk pushing children toward less regulated parts of the internet, where there are no safety filters at all. The evidence from Australia supports this concern. A BBC report documented how VPN downloads surged in Australia in the days before the ban took effect, as teenagers prepared to route around restrictions.

 


Teenagers also drew on fake birthdays, older siblings’ accounts, and even drew on their faces to fool facial recognition scans. A National Bureau of Economic Research working paper cited by Harvard’s Gazette found that nearly 75 percent of Australian 14 and 15-year-olds were not complying with the ban in its early months, in large part because they perceived so few others were doing so. A broader study found that 61 percent of under-16s reported “no or little change” in their social media use following the ban.


A different path: Safety by design


Sonia Livingstone, a social psychology professor and director of the Digital Futures for Children centre at the London School of Economics, explained to CNBC that there is an alternative framework known as “Safety by Design” that could be applied. This approach shifts responsibility away from users and onto platforms themselves, proposing that social media features be treated more like pharmaceutical products—meaning they would require rigorous premarket testing to prove their safety before being released.

 


As highlighted in CNBC’s report, Livingstone argues that such standards already exist across most consumer industries, and the lack of similar safeguards for social media represents a fundamental regulatory failure.

 


Concretely, this would mean legally forbidding specific addictive design elements: infinite scroll, which removes natural stopping points from feeds; “Quick Add” features on Snapchat that algorithmically suggest new contacts for teenagers; streak mechanics that create anxiety about daily engagement; and autoplay sequences that make it effortful to stop watching. Josh Golin, executive director of the non-profit Fairplay, told CNBC he would rather see “privacy and safety by design legislation rather than blanket bans,” including passing legislation to end personal data-driven advertising targeted at children, removing the financial incentive for platforms to engineer addictive experiences for young users.


The road ahead


The global direction is clear. Social media access for children is being restricted by governments at pace. The Australian model is being studied, adapted, and enforced in other regions.

 


The domestic situation is not so clear. Karnataka and Andhra Pradesh have announced bans without enforcement plans, while the central government has signalled intent without a clear timeline.

 


What India needs, before it announces a policy, is an accounting of its own conditions: the shared device problem, the digital literacy gap, the educational dependency on digital access, and the enforcement vacuum that turned Australia’s landmark legislation into a measure that the majority of affected teenagers ignored.

 


That is not an argument against protecting children from social media’s demonstrated harms. It is an argument for protecting them effectively, which is a considerably harder thing to do.



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