India's sovereign AI infrastructure push—₹10,000 Cr fund plus TCS-OpenAI enterprise deployment—is driven by geopolitical fragmentation of multilateral AI governance, shifting COT-AGI capital allocation toward regional stacks rather than unified cloud incumbents. Simultaneously, agent protocol standardization is collapsing model-based competitive moats in favor of orchestration layers, net of enterprise adoption requiring 6-month embedded vendor teams instead of plug-and-play SaaS. The unexplained rallies in AKT (+11.9%), KITE (+16.3%), and AUKI (+14.9%) roughly correlate with on-chain escrow and decentralized infrastructure narratives gaining strength, while AI16Z's -44.1% drop signals market repricing of centralized agent-model dependencies. Watch whether NIST standards accelerate TAP-as-mandatory-infrastructure adoption, which would lock regulatory advantage into identity verification layers over raw inference capacity.