AI is not a purely digital product, but a physical one too - assembled from silicon, copper, rare-earth elements, cobalt, lithium and water. Countries and corporates that exercise resource discipline as a strategy will be the ones still standing decades from now.
Chirayu Sharma
August 7, 2026 at 8:42 AM IST
istock.com
AI is making compute the new driver of economic growth, shifting policy priorities from traditional infrastructure to digital capacity and energy.
Anuj Agarwal
July 31, 2026 at 5:50 AM IST
Cummins India rides the data centre boom, yet the real rerating case lies in recurring maintenance cash flows, not in the next capex spike.
Krishnadevan V
July 1, 2026 at 10:20 AM IST
Istock.com
AI sovereignty is not about apps or agents. It rests on GPUs, high-bandwidth memory, chip fabrication, political will, and the capital to fund long-term risk.
TK Arun
February 17, 2026 at 11:39 AM IST
PIB