Industries
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…
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…
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…
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:…
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…
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…
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…
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…
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…
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…
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…
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…