Bengaluru’s Sarvam just punched the unicorn bell. Two hundred thirty-four million dollars at a $1.5 billion valuation, HCLTech writing the lead cheque for about $150 million, Bessemer in the room, Khosla and Peak XV staying put. They want the rest of a $300 million Series B. Open-weight models already out. Enterprise hunger for sovereign stacks doing the talking. TechCrunch has the tape. It matters because Indian AI funding stopped looking like tip-jar rounds and started looking like industrial policy with a term sheet. Caveat: valuation fireworks still have to turn into boring, renewing revenue.