From India’s private capex cycle and the infrastructure behind AI to Nvidia’s expanding AI empire and the rise of smart rings, here are four signals worth watching this week. PRIVATE CAPEX AWAKENS Is India’s investment engine finally shifting gears? For years, the Indian growth story has had a familiar engine: government spending on infrastructure and…
The biggest AI stories are not always the loudest ones. This week, some of the most interesting developments appeared in government programmes, research labs and technical announcements rather than on the front pages. From India’s growing AI infrastructure to machines that can work with AI agents, these five developments offer a glimpse of where artificial…
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…
The AI race is entering a new phase. The biggest questions are no longer only about who can build the smartest model, but who can power it, secure it, specialise it, govern it, and turn it into useful intelligence. For the past few years, artificial intelligence followed a remarkably simple story. Technology companies built increasingly…
From Google’s billion-user Gemini milestone and Nvidia’s growing role in AI infrastructure to Meta’s vision of personal AI, China’s industrial push and India’s expanding compute capacity, the AI story is becoming much bigger than the race between chatbots. There was a time when keeping up with artificial intelligence was relatively simple. You watched what OpenAI…
The biggest shift in artificial intelligence is no longer happening inside the chatbot window. It is happening in agents, infrastructure, data centres and real-world workflows. For India, that shift could be more important than the race to build the world’s smartest model. For the past three years, artificial intelligence has had a remarkably simple public…
The Global AI Race Is No Longer About Chatbots — It Is About Who Controls the Infrastructure For nearly three years, the world has been mesmerized by the visible side of artificial intelligence. Every week brings another chatbot launch, another AI image generator, another promise that machines are about to redefine how humans work, learn,…
We have seen an interesting pattern for nearly three decades. Every year, technology became better, faster, smarter and, more importantly, cheaper. Mobile phones that once cost a fortune gradually became affordable to millions. Personal computers became household essentials. Televisions became smarter while becoming less expensive. The entire world grew accustomed to a simple assumption —…
For decades, India has built world-class software products and earned a reputation as one of the world’s leading technology service hubs. Yet, behind this digital success story lies an uncomfortable reality. Much of the infrastructure powering the modern digital economy — servers, cloud architecture, and high-performance computing systems — has largely remained dependent on foreign…
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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