Opinions
The Semiconductor Industry’s New Vulnerability Is Verification Export controls are often presented as policy tools designed to provide clear restrictions
- Uncategoried
- Kiara Mandavia
The debate around artificial intelligence infrastructure often begins
- Kiara Mandavia
Stephen Schwarzman said it plainly on an earnings
- Karan Shah
The debate around orbital data centers often begins
- Kiara Mandavia
In June 2026, Bloomberg reported that the EU’s
- Karan Shah
- Data Centers
Digital infrastructure rarely attracts attention when systems function as expected. Policymakers focus on artificial
- Kiara Mandavia
- Power & Energy Grid
Power lines rarely attract the same attention as sanctions packages, diplomatic summits or security
- Kiara Mandavia
- AI & Machine Learning
The Industry May Be Solving the Wrong Problem The artificial intelligence infrastructure sector has
- Kiara Mandavia
- AI & Machine Learning
Industrial automation has long operated under an assumption that now appears increasingly fragile: every
- Kiara Mandavia
- Liquid & Immersion Cooling
For decades, the semiconductor industry treated cooling as the problem that happened after the
- Karan Shah
- AI & Machine Learning
The AI Industry Has Found Its Next Constraint For most of the past three
- Karan Shah
- AI & Machine Learning
Taiwan rarely enters a technology transition from a position of weakness. Its industrial ecosystem
- Kiara Mandavia
- Power & Energy Grid
India’s data center industry continues to frame electricity as a capacity challenge. Consequently, more
- Kiara Mandavia
- Power & Energy Grid
There is a version of India’s AI story that reads like an unambiguous triumph,
- Karan Shah
- Sustainability
On June 3, 2026, the European Commission formally proposed the Cloud and AI Development
- Karan Shah
- AI & Machine Learning
The Resource Missing From AI’s Growth Narrative Artificial intelligence has become synonymous with compute
- Kiara Mandavia