Total read time: 4 minutes The AI race is becoming more interesting beneath the surface. This week, the biggest developments are not just about another model becoming smarter. They are about the hardware running AI, the growing cost of inference, the rapid retirement of models, the social consequences of AI, and a new generation of…
Can India Build Global AI Chips—and Is the AI Boom Becoming a Bubble? India’s semiconductor ambitions are often discussed in terms of factories, investments and government incentives. But there is another side to the story. Factories manufacture chips. Intellectual property creates value. As India builds fabrication plants in Gujarat, assembly and testing facilities in Assam,…
How NVIDIA, TSMC, and ASML Came to Control the World’s Most Strategic Industry Oil powered the twentieth century. Semiconductors are powering the twenty-first. Every AI model, smartphone, electric vehicle, fighter aircraft, satellite, data centre and industrial robot depends on tiny silicon chips that most people never see. Yet these chips have become so strategically important…
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