Industry

Meta’s ‘Manus’ Play: When Agents Become the Ad Agency

While the rest of the market was distracted by the visual fidelity of Sora 2.5 and the semantic nuances of GPT-6, Mark Zuckerberg quietly...

Post-Delhi Summit Analysis: India Anchors ‘Global South’ AI Coalition, Diverging from Western Safety Absolutism

The consensus on Artificial Intelligence governance fractured last week in New Delhi. For three years, the Western corridor—Brussels, London, and Washington—has operated under the...

New Delhi’s $0.78/Hour GPU Gambit: Can Subsidies Break the Compute Cartel?

While Silicon Valley startups burn venture capital on $3.50/hour H100 rentals, New Delhi has executed a market distortion that shouldn’t exist. The IndiaAI Mission...

Corporate Venture Capital (CVC) Report FY26: The $2.1B Reality Check

The "Tourist Capital" Era is slowing coming to an end. Welcome to the Age of Strategic Extraction. Let’s be clear: The record $2.1B deployed by GCCs...

Gartner Forecasts India IT Spending to Breach $176B in 2026; Data Center Growth Outpaces Services

While Services Stabilize, The "Iron" Economy (Data Centers) Enters Hyper-Growth Mode. The headline number is $176.3 billion. That is the projected value of India’s IT...

Tata Electronics’ Assam Unit Ships First Commercial Batch; Dholera Fab Tooling to Begin in Q2

The Indian semiconductor timeline has shifted from "aspirational" to "operational." Tata Electronics has successfully shipped its first commercial semiconductor batch from the Jagiroad, Assam Outsourced Semiconductor...

DPDP Act Countdown: India Inc. Scrambles for ‘Data Fiduciary’ Audits Ahead of November Consent Framework

The "grace period" illusion is over. With the Digital Personal Data Protection (DPDP) Rules notified on November 13, 2025, the regulatory clock is ticking loudly....

NTLF 2026: GenAI Moves from ‘Pilot Purgatory’ to P&L Reality, CIOs Prioritize Agentic Workflows

The mood at the Grand Hyatt Mumbai during this week’s NASSCOM Technology & Leadership Forum (NTLF) 2026 was noticeably devoid of the "science fair" energy that...

Nasscom FY26 Strategic Review: Industry Crosses $315B, But The ‘Linear Growth’ Model Is Officially Dead

For three decades, the Indian IT services equation was simple: Revenue = Headcount × Rate. As of FY26, that equation is obsolete. Nasscom’s latest Strategic Review...

The ‘Managed Services’ Cliff: Why Jefferies’ Double-Downgrade Wiped $100B Off Indian IT Valuations

The Death of the Billable Hour In late February 2026, a single research note from Jefferies triggered a tectonic shift in the Indian IT sector,...

Karnataka’s Quantum Bet: Bengaluru Building the BRICS Nerve Center for AI and Deep Tech?

Karnataka isn’t just talking tech; it’s quietly pitching itself as the operating system for quantum and deep-tech collaboration across the Global South. A recent...

Oncare’s INR 27 Cr Series A Marks New Playbook for Cancer Care in India

Cancer Care’s "Shop-in-Shop" Moment: Oncare’s INR 27 Cr Series A Proves The Asset-Light Thesis Is Finally Hitting Oncology. Gurugram-based Oncare has secured INR 27 crore...

MWC 2026 Preview: Why “Sovereign AI” Is the New Edge Security Battleground

The cloud-first era is effectively rewritten. As we approach Mobile World Congress (MWC) 2026 in Barcelona, the dominant narrative has shifted violently from "AI...

DPDP Phase 2 Explained: What Every Indian Enterprise Must Fix in 2026—or Pay Later

The “Build Phase” is Over—The Consent Economy is Live. The theoretical grace period for India’s Digital Personal Data Protection (DPDP) Act has ended. We are...

Delhi Declaration vs. US Isolationism: 70+ Nations Back India’s ‘Global South’ AI Framework as Washington Rejects Governance

The global AI consensus has fractured. While Silicon Valley celebrated the rollback of federal oversight in Washington this week, a far more consequential shift occurred...

Supply Chain Realignment: India Joins US-Led ‘Pax Silica’ Coalition, Locking In Critical Mineral Corridors for AI Hardware

The ink is barely dry on the Pax Silica Declaration, signed today in New Delhi, and the geopolitical tectonic plates have already shifted. For the...