The recent launch of NVIDIA’s NeMoClaw has intensified the agentic AI platform war, marking a shift from hardware dominance to software control. As enterprises transition from basic chatbots to sophisticated autonomous agents capable of executing complex workflows, the race to own the AI operating system is on. This development is significant as it represents a strategic pivot for tech giants looking to become the industry standard in agentic AI frameworks.
India’s Position in the Agentic AI Landscape
While Silicon Valley focuses on foundational AI models, Indian startups are carving a niche in the orchestration and application layers. Companies like Razorpay, Gnani.ai, Bolna AI, and Squadstack are leading the charge. Razorpay’s Agentic AI Studio is enabling partners like Swiggy and Zomato to deploy agents for order placements and payments. Gnani.ai’s Inya platform supports rapid deployment of voice agents, while Bolna AI offers multilingual voice solutions. Squadstack is building orchestration capabilities for customer experience workflows. The appeal for Indian startups lies in lower entry barriers, faster monetisation paths, and high-context use cases, positioning them as key players in the agentic AI space.
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Monetisation and Market Dynamics
The core of the agentic AI platform war is not just about tool adoption but controlling the gateway to enterprise AI. This has led to a shift in revenue models from flat subscriptions to usage fees and outcome-linked pricing. Some companies offer frameworks for free to drive consumption of underlying GPUs and applications. As the landscape consolidates, success will hinge on balancing high-quality AI models with robust enterprise security. Indian startups, with their focus on application layers, are well-placed to influence the future of business intelligence.
Looking ahead, the agentic AI platform war will likely see further consolidation as companies vie for dominance. Indian startups, with their innovative approaches and strategic positioning, could play a pivotal role in shaping the next phase of AI-driven business solutions. As the industry evolves, the focus will be on developing secure, efficient, and scalable AI solutions that meet the diverse needs of enterprises globally.
