Maps the India–Germany–U.S. AI triangle from New Delhi. Background in cross-market operations and business development. Writes about supply chains, enterprise adoption, and talent—the unsexy forces that actually move global AI.
Software stocks posted their worst month since 2008 as AI disruption fears spread from equities into leveraged loans and private equity portfolios worth $440 billion.
SpaceX confirmed its acquisition of xAI on Monday, creating a $1.25 trillion combined entity. The deal converts xAI shares to SpaceX stock ahead of a planned IPO that could be the largest in history.
India's Union Budget eliminates corporate tax on cloud exports through 2047, targeting $200B in data center investment from Google, Microsoft, and Amazon.
Tesla spent three years building a Chinese supplier network for Optimus while Musk admits zero robots do useful work. Chinese firms already ship thousands.
SpaceX and xAI are in merger talks ahead of a record $50 billion IPO. Behind the orbital data center pitch sits financial engineering and Pentagon contracts.
Moonshot AI released a model that orchestrates 100 agents in parallel. DeepSeek published research rethinking how machines see documents. Both moves came the same week, and neither feels accidental. The race before the race has begun.
Apple signed a multiyear deal with Google to power Siri using Gemini AI after failed talks with Anthropic and OpenAI. Two major updates coming in 2026.
A Duke University spinout claims its photonic chip can deliver 100x the performance of Nvidia's best GPU. $118 million in backing from Bill Gates and Microsoft says the physics works. But fabrication reality and a moving Nvidia target stand between Neurophos and its first paying customer.
40% of executives claim AI saves 8 hours weekly. Two-thirds of workers see under 2 hours. New surveys reveal why the productivity revolution isn't reaching the ground floor.
