Found 4 insights.
Google’s expanding custom-chip ecosystem shows that AI power is shifting beyond GPUs. The real battle now spans silicon design, foundries, memory, packaging, networking, cloud infrastructure and energy.
Read InsightIndia is steadily making it easier for overseas trade to be invoiced and settled in rupees. But becoming useful for bilateral trade is very different from becoming a major international currency: the rupee must also become easy for foreigners to earn, invest, hedge, hold and convert.
Read InsightArtificial intelligence looks digital, but scaling it requires an increasingly physical system of data centres, electricity generation, transmission lines, transformers, cooling systems, water, land, construction equipment and enormous amounts of capital. As that infrastructure expands, the central question is shifting from “How powerful will AI become?” to “Who should pay for the physical resources needed to make it possible?”
Read InsightChina is trying to move humanoid robots from spectacular demonstrations into factories, warehouses, public services and other real-world environments. The deeper issue is no longer whether a robot can walk, dance or perform a scripted task—it is whether embodied AI can become reliable, economical and scalable enough to create an entirely new industrial platform.
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