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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...
The CPU Counter-Offensive: Ericsson and Intel’s Sovereign Path to 6G
At MWC Barcelona 2026, Ericsson and Intel have formalized a strategic bulwark against the Nvidia-fication of telecommunications. While competitors like Nokia have pivoted toward...
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...
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...
Apptronik’s $520M Raise: Mercedes-Benz Pilot Moves Humanoids from ‘Innovation Theatre’ to Factory Floor
THE SHIFT: From Backflips to Balance Sheets
For a decade, humanoid robotics was defined by "Innovation Theatre"—viral videos of robots doing parkour or dancing. It...
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...
