Defending India’s IT Sector Amid Sovereign LLM Critique
As discontent grows regarding India’s lack of a sovereign large language model (LLM), startup founder Vijay Thirumalai has vocally supported the nation’s IT trailblazers.
He contends that attributing the shortfall to firms such as Infosys, TCS, and Zoho represents a remarkable oversimplification.
Thirumalai, the visionary behind Goldwater—an AI-powered global mobility platform—responded to an escalating discourse on India’s AI landscape, which intensified following Anthropic’s decision to halt access to certain advanced AI models under a US government directive.
“Pointing fingers at industry leaders like Infosys, TCS, and Zoho for not developing an LLM is the most intellectually lazy and unfounded reaction to India’s lack of sovereign LLMs,” Thirumalai asserted in a succinct social media post.
Blaming India’s leaders like Infy, TCS, Zoho for not building an LLM is the most low IQ /lazy pushback for India not having sovereign LLMs
They sent millions of Indians abroad giving us valuable remittances, gave us the confidence that we can build world class service companies… https://t.co/SDmFZYYk9s
— Vijay Thirumalai (@vijaythirumalai) June 14, 2026
He praised the Indian IT services sector for its pivotal role in nurturing the country’s burgeoning middle class and instilling the belief that Indian enterprises could compete on the global stage.
“They facilitated the migration of millions abroad, generating substantial remittances and fostering the confidence required to establish world-class service firms. The existence of our middle class is largely a testament to the contributions of IT and ITES companies, which essentially propelled us from 0 to 1,” he articulated.
In drawing parallels with North America, Thirumalai emphasized that established technology and consulting firms are seldom held accountable for the absence of groundbreaking AI enterprises.
“No one in the United States blames IBM or Accenture for failing to construct an LLM; similarly, no one in Canada criticizes Constellation for not developing ChatGPT,” he remarked.
Additionally, he addressed a concerning trend among Indian commentators who often criticize successful business leaders rather than expressing appreciation.
“Forget gratitude; Indian intellectuals seem afflicted by a unique ailment of denigrating accomplished leaders. We should strive for a higher standard,” he implored.
Rajiv Malhotra’s Reproach
Thirumalai’s comments followed a critique from author Rajiv Malhotra, who targeted Infosys co-founder Nandan Nilekani and investor TV Mohandas Pai.
“For decades, I have opposed Nilekani, @TVMohandasPai, and others for their short-term mindset. They profited immensely by leveraging Indian intellect to bolster United States intellectual property.
Their avarice has garnered accolades from Indian elites but at a substantial cost to the nation. In contrast, China adopted a more strategic approach to safeguard its sovereignty,” Malhotra stated.
This discourse has rekindled scrutiny of India’s IT service giants, particularly Infosys and TCS, who have often been criticized for prioritizing services over significant investments in cutting-edge research and AI model development.
Previously, Nilekani has advocated for an emphasis on AI applications and use cases instead of attempting to replicate foundational LLMs, positing that “the major players” in Silicon Valley can afford to allocate billions for their development.
The conversation gained traction after Anthropic disclosed that it would be suspending access to its Fable 5 and Mythos 5 models in compliance with a US government mandate.

“Citing national security concerns, the US government has issued an export control directive suspending access to Fable 5 and Mythos 5 for any foreign national, regardless of their location. This includes foreign nationals employed by Anthropic,” the company announced.
“Consequently, we are compelled to immediately deactivate Fable 5 and Mythos 5 for all customers to ensure adherence to this directive.”
Source link: Businesstoday.in.






