AI Ops Meets AI Governance: Why Neysa + Singulr Can Create the Enterprise Control Plane for AI

In this Combine & Conquer series, we have explored high-impact AI M&A opportunities surfaced by The India Portfolio’s deal engine. Earlier ideas looked at agentic AI, data platforms, and vision AI. Today we shift focus to a fast-emerging but still underserved category: AI Operations and AI Governance.

As enterprises push deeper into AI, two realities are becoming unavoidable:

1. AI infrastructure is becoming complex. Enterprises are running models across GPUs, on-prem clusters, cloud instances, edge nodes, and hybrid deployments. Monitoring training, inference, cost, and performance is now a critical operational layer.
2. AI governance is no longer optional. Enterprises must control how AI is used across teams, manage permissions, detect shadow AI, enforce policies, ensure compliance, and monitor risk.

These two layers are deeply linked, but the market is fragmented. Infra monitoring tools do not monitor AI usage or govern risk. Governance tools do not understand the underlying model workloads or training/inference behavior.

There is no dominant vendor unifying these layers in a single platform.

This is where the idea emerges for Deal #6 - Neysa + Singulr AI

Together, they can create India’s first true AI command center - unifying workload observability, usage governance and risk control in one platform and help enterprises accelerate their AI adoption across tools, workflows and infrastructure.

1. The Market Situation - Why AI Ops and AI Governance Must Converge

AI adoption is rising across every enterprise function, but the supporting toolchain is fragmented. Companies deploy models without monitoring training or inference workloads. They allow employees to use generative AI without policies, especially unapproved tools aka shadow-AI.

Industry research shows -

• 77% of companies are moderately ready for AI but still face significant security and governance hurdles (only ~14% of companies have AI firewalls)
• And even more starkly, 2% of global organizations are highly ready to scale AI securely across operations

To address these challenges, enterprises need unified visibility into model behavior, GPU consumption, inference patterns and AI usage. However, the supply side is not quite there yet and most vendors today solve only a piece of the problem:

• Infrastructure monitoring
• ML observability
• AIOps workflows
• AI policy management
• Compliance and risk reporting

Competitor Landscape - AI Infrastructure Observability vs AI Governance

Across these categories, no vendor combines GPU-level monitoring, training and inference visibility, AI usage governance, shadow-AI detection, policy enforcement, and compliance - all in one platform.

This unserved demand is the opening for Neysa + Singulr.

2. Meet the Players

Neysa: AI Operations and Infrastructure Observability

(Funds Raised - USD 50mn, Key Investors - Nexus VP, Z47)

(Latest news also indicates ongoing discussions with Blackstone/SoftBank for a secondary+primary raise. Let's hope this deal idea gets added to their planned "use of proceeds" :D)

Neysa’s platform simplifies the AI infrastructure stack for enterprises and helps teams understand how models behave in real environments. It provides deep visibility into AI workloads. It monitors GPU usage, model training, inference behavior, cost patterns, resource bottlenecks, and performance signals across cloud, hybrid, and on-prem deployments. It brings the operational layer required to run AI reliably.

What Neysa does not provide is the governance layer: policy enforcement, usage controls, shadow-AI detection, or compliance monitoring.

Singulr: AI Governance and Control Plane

(Funds Raised - USD 10mn, Key Investors - Nexus VP)

Singulr shines in governance, safety, and compliance but does not monitor models, GPU workloads, or infrastructure behavior. It is an enterprise AI governance platform that discovers AI usage across an organization, enforces policies, detects shadow AI, monitors risk, and provides a unified control plane for AI adoption. It is not a model monitoring tool and does not provide training or inference observability.

3. The Strategic Thesis: Building a Unified AI Operations + Governance Stack

Bringing Neysa and Singulr together creates a platform no competitor currently offers: full AI workload visibility + full AI governance in one place.

Combined Strengths

• Neysa brings deep infrastructure, GPU, and model-level telemetry.
• Singulr brings policy enforcement, risk management, and compliance.

Together this combination can deliver to enterprises a unified stack that provides visibility across AI workloads and AI usage, thus enabling enterprises to run AI at scale with both performance and safety ensured.

4. Why This Is a Winning Move Now

Enterprises' ability to control AI is lagging their plans to scale AI

Usage is exploding across developers, business teams, and operations. Without governance and workload observability, enterprises face compliance challenges and security risks.

Regulation and compliance pressures are increasing

Global AI regulations are tightening. Enterprises need traceability, policy management, and risk visibility. Governance must be native to the AI stack.

Model deployments require more operational discipline

Models are larger, run across GPUs and edge devices, and require ongoing monitoring. AI reliability and performance has become a board-level concern.

Tooling is fragmented

• Infra monitoring tools do not understand AI workloads.
• Governance tools do not understand model telemetry.
• ML observability tools do not monitor GPU infrastructure or AI usage.

The window is open for a unified platform

Traditional observability vendors are slowly adding AI features. Governance vendors are slowly expanding into usage analytics. But no one is close to delivering a fully unified AI operations + governance control plane.

Neysa + Singulr can define this new unified category, and address a fast-growing and critical enterprise need.

Conclusion

The market is in need of a single platform that makes AI reliable, compliant, and cost-efficient. Today, that option does not exist. Neysa brings operational intelligence; Singulr brings governance intelligence. Combined, they deliver what enterprises actually need — confidence and control at scale.

And for Neysa, once they conclude their ongoing institutional round, this is the kind of acquisition that can redefine their growth trajectory by transforming their story from AI infra to AI command-and-control.