AI’s Biggest Bill Is No Longer Just For Chips
AI companies are increasingly relying on long-term infrastructure commitments, equipment leases and institutional capital to secure computing capacity.
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SoftBank’s OpenAI Bet Is Becoming An AI Infrastructure Story
The final Vision Fund 2 payment highlights how frontier-AI investment increasingly depends on large-scale capital markets, infrastructure and computing commitments.
India’s Semiconductor Race Is Now About What Comes After The...
India’s semiconductor strategy is increasingly focused on the full value chain, but commercial competitiveness will depend on execution beyond announced fabs and investment commitments.
India’s 2026 Semiconductor Push Is Finding A Bold New Weapon...
The partnership could support India’s compound-semiconductor ambitions in power electronics, telecom, defence, aerospace and electric mobility.
Gemini 4 Argon Is Turning AI Into A Cybersecurity Researcher
Google’s new cybersecurity-focused AI model raises questions about automated vulnerability discovery, safeguards and the future of defensive security.
When AI Gets The Keys, Cybersecurity Gets Complicated
OpenAI’s disclosures show why AI agents require permission limits, monitoring, sandboxing and human approval for high-impact actions.
India’s 2026 Chip Story Is Finally Getting A Second Act
India’s semiconductor push is moving from announcements to deployments: 12 approved projects, three in production, and Semicon 2.0’s ₹1.275 lakh crore to build design, equipment, materials, packaging and talent.
Huawei’s 2026 AI Bet Is Getting Bigger Than The Bold...
Huawei is shifting focus from single-chip performance to system-scale interconnects, planning two 2027 AI processors and UnifiedBus-powered clusters up to one million NPUs.
When 2026 AI Goes Off-Script: What OpenAI’s Six Cases Reveal
OpenAI has published six model-misalignment incidents and a framework for tracking, investigating and publicly reporting concerning AI behaviour as systems gain tool access and autonomy.
India’s AI Race Is Quietly Becoming A Hardware Race
SFO Technologies and Smart IOPS are reported to be producing AI-focused SSD hardware in Kochi as India broadens its semiconductor and electronics agenda.
