The AI Economy: A Structural Rebalancing

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

The Geopolitical Recession: Why Business Is Moving From Just-In-Time to Just-In-Case

Geopolitics is shaping the operating rules of the business world faster than ever. With more than 50 active conflicts worldwide, political risk is directly influencing economic outcomes and supply-chain design. Business strategy is no longer centered on forecasting supply and demand. Risk management has moved to the core of decision-making, pushing companies away from long-term … More The Geopolitical Recession: Why Business Is Moving From Just-In-Time to Just-In-Case

Semiconductor Chips – The Oil & Pillar for the AI Revolution

Semiconductor chips have emerged as indispensable components of the global economy, underpinning the digital revolution and serving as the cornerstone for the advancement of AI technology. With recent advancements in AI and IoT, the demand for semiconductors has skyrocketed creating national interest and fundamental manufacturing need worth trillions of dollars. Let’s delve into this article … More Semiconductor Chips – The Oil & Pillar for the AI Revolution