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GPU-as-a-Service Revolution or Debt-Fueled Illusion? Inside the Neocloud Model
They promised to democratize AI compute, dethrone the hyperscalers,...
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Market Pulse: The Brutalist Reality of Enterprise AI Infrastructure.
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Global AI spending in 2026...
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Latest Articles
The GCC Micro-Model: Why Mid-Market Global Firms are Bypassing Service Providers to Build 50-Person ‘Elite Pods’
The unit economics of the Global Capability Center (GCC) have collapsed—in a good way. For two decades, building a captive center in Bangalore, Warsaw,...
Budget 2026: The $100B GCC Gamble—Hardware Ready, Software Missing
The Narrative: The Indian Union Budget 2026 has signaled a definitive pivot. The government has effectively declared the Global Capability Center (GCC) model a sovereign...
GIFT City’s New Sovereign Data Sandbox: Why GCCs are Migrating Financial Workloads to India’s First ‘Neutral Zone’
EXECUTIVE BRIEF
The narrative surrounding Gujarat International Finance Tec-City (GIFT City) has largely been dominated by tax incentives and real estate speculation. This is a...
End of the Headcount Era: How Agentic AI is Forcing a Business Model Overhaul in Indian IT
THE EXECUTIVE BRIEF
The linear equation that powered the $250 billion Indian IT sector for three decades—Revenue = Headcount × Hourly Rate—is currently undergoing a...
The Edge-Compute Diagnostic Shift: Qure.ai, POCUS, and the Commoditization of Clinical Expertise
Executive Dispatch
The headline reads "grant funding for TB detection." The reality is a hostile takeover of the diagnostic value chain. The Bill & Melinda...
NAVAM’S ₹315 CR WAR CHEST & THE UNIT ECONOMICS OF INDIAN AUTOMATION
The Sensor: Navam Capital creates a ₹315 Crore ($37M) liquidity event dedicated to the "hard problem" sector: Deeptech.Â
The Reading: The market is repricing Indian R&D from...
