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
