Artificial intelligence
AI Is Becoming the New Electricity Crisis: Why the Real Bottleneck Is Megawatts
By Axel Miller | 14 Jan 2026
AI is turning into an electricity crisis as data centres scale from chips to megawatts. Grid bottlenecks, copper demand and cooling limits are now the real AI constraints.
Poland Repels Major Cyberattack on Power Grid Targeting Renewable Energy Communication Links
By Axel Miller | 13 Jan 2026
Poland repelled a major cyberattack targeting communication links between renewable energy installations and grid operators, officials said, as the government prepares a new “anti-blackout package” to strengthen power system cybersecurity.
Alphabet Briefly Joins $4 Trillion Club as Apple Taps Google Gemini to Power Next-Gen Siri
By Cygnus | 13 Jan 2026
Alphabet briefly crossed $4 trillion intraday after Apple confirmed a multi-year partnership that brings Google’s Gemini into future Apple Intelligence features, including next-gen Siri.
Investors Favour Energy and Infrastructure Over Big Tech for AI Exposure in 2026, BlackRock Says
By Axel Miller | 13 Jan 2026
BlackRock says AI investing in 2026 is shifting away from megacap tech and toward energy and infrastructure plays powering the data-center boom. A survey of 732 EMEA clients shows power providers leading investor preference.
Musk’s xAI to Invest Record $20 Billion in Mississippi “MACROHARDRR” Data Center
By Axel Miller | 09 Jan 2026
Meta Description Elon Musk’s xAI confirms a record $20B investment in the MACROHARDRR data center in Southaven, MS. Learn about the 2GW power plan, Q3 financial burn, and local environmental pushback.
AI’s Productivity Gains Yet to Materially Lift IT Sector Performance
By Axel Miller | 08 Jan 2026
Audited 2020–2026 data shows flat revenue per employee for IT giants like TCS and Accenture. Despite $4B+ in M&A and AI hype, the productivity "step-change" remains elusive.
Nvidia Reportedly Requires Full Upfront Payment for H200 Chip Sales to China
By Cygnus | 08 Jan 2026
Nvidia reportedly shifts to full upfront payment for H200 chips in China, highlighting AI hardware scarcity and rising geopolitical risk in 2026.
Silicon Sovereignty: Why the 2026 AI Race is Being Won on the Factory Floor, Not the Cloud
By Cygnus | 07 Jan 2026
The AI race hits the hardware layer. From Lenovo’s Qira AI to Samsung’s $1.73B buyback for HBM4 talent, 2026 is about Silicon Sovereignty.
The 2026 Industrial Reset: From AI Hype to “Physical AI” Reality
By Cygnus | 06 Jan 2026
The 2026 Industrial Reset is here. Explore how Nvidia’s Alpamayo, Hyundai’s Atlas, and India’s new e-B-4 visa are transforming the physical economy.
Tesla and Elon Musk Trade EV Dominance for Bigger Promises as 2026 Begins
By Axel Miller | 06 Jan 2026
esla loses EV crown to BYD in 2025; shifts focus to Energy Storage (up 49%) and an April 2026 Cybercab production ramp.
CES 2026 Kicks Off: AI and Autonomous Driving Dominate as EV Hype Fades
By Cygnus | 06 Jan 2026
CES 2026 shifts focus to AI and autonomous driving as automakers scale back EV plans amid rising costs and policy changes.
Nvidia strikes $20 billion “acqui-hire” deal for Groq to dominate AI inference
By Cygnus | 26 Dec 2025
Nvidia signs a $20B “acqui-hire” deal with Groq, securing founder Jonathan Ross and LPU tech. The move targets AI inference dominance while avoiding antitrust.
Uber and Lyft to pilot Baidu robotaxis in London; UK trials set for H1 2026
By Cygnus | 22 Dec 2025
Uber and Lyft to pilot Baidu Apollo Go robotaxis in London in 2026. Lyft enters UK market via FreeNow acquisition as AV race heats up against Waymo.
Google, meta team up on “torchtpu” as nvidia faces $5 trillion market test
By Cygnus | 18 Dec 2025
Google and Meta launch TorchTPU to challenge Nvidia’s AI dominance. TPU v7 Ironwood hits 42.5 Exaflops as Nvidia market cap stabilizes at $4.3T.
Accenture partners with Bristol Myers Squibb to launch AI-powered medical content hub in India
By Cygnus | 18 Dec 2025
Bristol Myers Squibb and Accenture launch Mosaic, a $130M AI-powered medical content hub in Mumbai to drive global biopharma commercialization.
Volkswagen closes historic Dresden plant, rebrands site as AI research hub
By Axel Miller | 17 Dec 2025
Volkswagen ends production at Dresden ‘Transparent Factory’ after 24 years; site to become AI research hub amid historic restructuring.
Amazon discussing $10 billion OpenAI stake as AI valuation targets $500 billion
By Cygnus | 17 Dec 2025
Amazon in talks for $10 billion OpenAI investment, eyeing $500 billion valuation and strategic cloud partnership to rival Microsoft.
Oracle’s AI Bet Faces Reality Check as Debt and OpenAI Reliance Spook Investors
By Axel Miller | 10 Dec 2025
Oracle shares cool as investors scrutinize debt levels and reliance on OpenAI. Despite strong cloud growth, rising capital costs and concentration risk weigh on the outlook.
Amazon Escalates India Bet With $35 Billion Investment Target to Fuel AI and Exports
By Cygnus | 10 Dec 2025
Amazon raises its India investment target to $35 billion by 2030, focusing on AI infrastructure, AWS expansion, and hitting $80 billion in exports.
Indian Government proposes retroactive AI royalties for Google, OpenAI
By Cygnus | 09 Dec 2025
India proposes mandatory royalties for AI training, including retroactive payments from OpenAI & Google. Inside the 'One Nation One Licence' plan
Microsoft to invest over $5.4 billion to expand AI and cloud infrastructure in Canada
By Cygnus | 09 Dec 2025
Microsoft plans to invest $5.4 billion in Canada to expand AI infrastructure, grow Azure cloud capacity, and launch a new Threat Intelligence Hub by 2026.
Google confirms first AI smart glasses launch in 2026
By Axel Miller | 09 Dec 2025
Google confirms 2026 launch for its new AI smart glasses. Discover the partnership with Samsung and Warby Parker, the two Gemini-powered models, and the Android XR strategy.
US to permit Nvidia H200 chip sales to China with 25% export fee
By Cygnus | 09 Dec 2025
The US will permit Nvidia H200 chip exports to China subject to a 25% fee, President Trump announces. Discover how this policy shifts the semiconductor landscape, impacts Nvidia stock, and balances national security with trade.
OpenAI Acquires Neptune to Fortify Training Infrastructure as Valuation Hits $500 Billion
By Axel Miller | 04 Dec 2025
OpenAI has agreed to acquire Neptune, an AI startup specializing in model-tracking software, in a strategic move to harden the infrastructure
Tesla's New AI Chip: A Strategic Partnership with Samsung and TSMC, Not a Replacement for Nvidia
By Cygnus | 23 Oct 2025
Tesla is significantly advancing its hardware ambitions with the introduction of a new in-house AI chip, the AI5, slated for production
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Server CPU Shortages Grip China as AI Boom Strains Intel and AMD Supply Chains
By Cygnus | 06 Feb 2026
Intel and AMD server CPU shortages are hitting China as AI data center demand surges, pushing lead times to six months and driving prices higher.
Budget 2026-27 Seeks Fiscal Balance Amid Rupee Volatility and Industrial Stagnation
By Cygnus | 02 Feb 2026
India's Budget 2026-27 targets fiscal discipline with record capex as markets tumble, the rupee weakens and manufacturing struggles to regain momentum.
The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water
By Axel Miller | 28 Jan 2026
As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.
The New Airspace Economy: How Geopolitics Is Rewriting Aviation Costs in 2026
By Axel Miller | 22 Jan 2026
Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.
India’s Data Center Arms Race: The Battle for Power, Cooling, and AI Real Estate
By Cygnus | 22 Jan 2026
India’s data centre boom is turning into an AI arms race where power contracts, liquid cooling and fast commissioning decide the winners across Mumbai, Chennai and Hyderabad.
India’s Oil Balancing Act: Refiners Rebuild Middle East Supply Lines as Russia Flows Disrupt
By Axel Miller | 21 Jan 2026
India’s refiners are rebalancing crude sourcing as Russian imports fell to a two-year low in December 2025, lifting OPEC’s share and raising geopolitical risk concerns.
Arctic Fever: How ‘Greenland Tariff’ Politics Sparked a Global Flight to Safety
By Axel Miller | 20 Jan 2026
Greenland-linked tariff threats have injected fresh uncertainty into transatlantic trade, triggering a risk-off shift in markets and reshaping global supply chain planning.
The New Oil (Part 5): Friend-Shoring, Supply Chain Fragmentation and the Cost of Resilience
By Cygnus | 19 Jan 2026
Friend-shoring is reshaping lithium, rare earth and graphite supply chains, creating a resilience premium and new winners and losers in clean tech.
The New Oil (Part 4): Can Technology Break the Dependency?
By Cygnus | 16 Jan 2026
Can magnet recycling and rare-earth-free motors reduce global dependence on strategic minerals? Part 4 explores breakthroughs, limits and timelines.

