Global Giants Blackstone & SoftBank Eye India's AI Cloud Powerhouse: Could Neysa Deal Top $300M?

Tech

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Updated on 13 Nov 2025, 11:10 am

Blackstone Inc. and SoftBank Group Corp. are reportedly in preliminary discussions to acquire stakes in Neysa Networks Pvt., an Indian startup specializing in cloud-computing infrastructure designed to run artificial intelligence (AI) models on demand. Blackstone is reportedly considering a majority stake, while SoftBank is looking at a minority stake, though discussions are ongoing and no final decisions have been made. Other investors may also join the deal.

Neysa, founded in 2023 by Sharad Sanghi and Anindya Das, has previously raised approximately $50 million from investors, including Z47 — formerly known as Matrix Partners India — and Nexus Venture Partners. The potential investment could value Neysa at under $300 million, with additional capital likely needed for expansion.

This development occurs amidst a global surge in investments into data centers and AI services, despite some market skepticism about the sector's profitability.

Impact This news is highly relevant for the Indian stock market and investors. It signals strong international investor confidence in India's rapidly growing technology and AI infrastructure sector. Such significant investment talks, especially involving major global players like Blackstone and SoftBank, can attract further capital into Indian startups, boost the overall tech ecosystem, and potentially influence investor sentiment towards related publicly listed companies in India. It underscores India's emerging role as a hub for advanced technology infrastructure. Rating: 7/10

Explanation of Difficult Terms: * **Cloud-computing infrastructure**: This refers to the hardware (like servers, storage) and software systems that allow businesses to access computing services, storage, and applications over the internet, rather than owning and managing them physically. * **Artificial Intelligence (AI) models**: These are computational systems designed to mimic human intelligence, enabling them to learn from data, make predictions, and perform tasks like natural language processing, image recognition, or complex problem-solving. * **Alternative asset manager**: A firm that manages investments in asset classes other than traditional ones like stocks, bonds, and cash. Examples include private equity, real estate, hedge funds, and infrastructure. Blackstone Inc. is a prominent example. * **Data centers**: Large facilities that house computer systems, associated components like servers, storage devices, and networking equipment, and the critical infrastructure (power, cooling, security) to support them. They are essential for running cloud services and AI applications.