Tag: Hardware

The AI Economy: A Structural Rebalancing

July 27, 2026

India’s traditional Dahi Handi festival offers a useful framework for understanding today’s AI economy. In the festival, a human pyramid relies on a broad, stable foundation to support a single climber at the top. Today, that balance is shifting. While infrastructure providers continue to benefit from sustained investment, AI software companies face growing pressure to … More The AI Economy: A Structural Rebalancing

AI: The Next Chapter in Vertical and Horizontal Integration

March 16, 2026

For more than a century, the structure of industries has been shaped by two strategic forces: vertical integration and horizontal integration. Both strategies pursued the same objective: control over supply chains, competitors, and markets. From oil companies controlling refineries and distribution networks to tech giants acquiring competitors and locking in markets, the strategy was always … More AI: The Next Chapter in Vertical and Horizontal Integration