AI-first venture capital backing India's next generation of category-defining deep-tech companies.
Hyderabad
Joined October 2025
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When intelligence becomes free, where does value go?
At our Beyond the Deck session on Agentic AI, Sandeep Srivastava put it simply: models will get commoditized. What lasts is what founders build on top of them: domain depth and the learning loop.
It’s the question we now ask every AI company we meet: if the best model became free tomorrow, why would this company still win?
More from Beyond the Deck soon.
#AgenticAI #VentureCapital #BeyondTheDeck #SilverXFund
A single high-end GPU now draws about 700W, a 100,000-GPU cluster needs roughly 140 MW of IT load and up to 1 GW with cooling, and power per server rack has gone from 8 kW in 2020 to about 132 kW in 2026, according to SilverX Fund’s research on The Infrastructure of
Intelligence.
The piece looks at why #AIInfrastructure is now a #power problem, where #Semiconductors for power management fit in, and where #India can build. More research at silverx.vc
In noughts and crosses, two perfect players always end in a draw. As AI makes intelligence cheap and equal, the same logic is coming to business: no one wins on intelligence alone.
SilverX Fund’s research on #NonDisruptableAI looks at what still decides the game, advantages that compound with usage, such as proprietary data, regulated domain expertise and deep workflow integration, and why India’s complexity makes it fertile ground for #AI companies built
on them.
A useful test for #founders and #investors: would giving a competitor unlimited AI access still leave them unable to compete? Read the research at silverx.vc
A pitch deck shows the highlights. Beyond the Deck, the monthly SilverX session for its investors, goes further: a founder, operator or domain expert walks through how a business or technology really works.
So far the sessions have covered #Cybersecurity, energy management, #Semiconductors, #LifeSciences, #PhysicalAI and robotics, and #NeuroAI, giving SilverX's #VentureCapital community a closer look at what really goes into building in these sectors, straight from the people doing
it.
More research at silverx.vc
SilverX Venture Partner Nanda Kodimyala joined the reactor panel at Founders Network’s #SFTechWeek evening on October 6, where VC-backed #AI founders pitched to a packed room at Salesforce Tower, San Francisco, with the Bay as the backdrop.
Evenings like this keep #SilverX close to how the best #AIstartups are being built, and to the #founders building them.
#VentureCapital #DeepTech
A #VentureCapital fund typically runs seven to ten years, and LPs now judge it less on value on paper (TVPI, IRR) and more on cash actually returned (#DPI).
Kaustubh Savant traces the lifecycle from raising capital to returning it, and why exit strategy now has to be planned at the time of investment. The defining shift: from valuation creation to value realisation.
Read it here: zurl.co/4bBF7
On #Vijayadashami, here’s to clarity of purpose and the courage of conviction. Wishing founders, partners and the wider #StartupIndia community a very #HappyDussehra from #SilverXFund.
#SilverXFund sources deals through research labs, partner networks, research-led outreach, its incoming pipeline and founder networks, then asks how it can add value before it invests: strategy, fundraising, hiring, compute and partners on call.
Because in #VentureCapital, when access is commoditized, capability becomes the principal metric.
Read the full note: silverx.vc/research/where-si…
Most #DeepTech pitches sound convincing in the first thirty minutes, which is exactly why #SilverXFund slows judgement down. Every deal faces one test: can it reach ₹1,000 Cr in revenue within 5 to 8 years?
From an AI-scored first pass to six hard questions and a nine-step #traction ladder, AI does the groundwork and partners make the call at the IC.
How SilverX evaluates #startups: silverx.vc/research/how-we-e…