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India DevInfra Report 2025 — “AI eats Software”

  • Grayscale Ventures analyzes US-listed Public DevInfra companies and their growth strategies.
  • The Grayscale Infrastructure Index (GII) outperforms EMCLOUD by around 70% in 2025.
  • GII companies show high stickiness within tech stacks and have a Median Net Revenue Retention of 112%.
  • Indian DevInfra startups are seeing significant revenue growth and VC investments, presenting opportunities for global growth investors.

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