Competition in news
ChatGPT Owner OpenAI Reportedly Teams Up With Qualcomm, MediaTek to Build an AI-First Smartphoneedit
OpenAI is no longer content with powering apps. It now appears to be building the hardware they run on. The company is reportedly working with Qualcomm and MediaTek to co-develop custom smartphone processors for a new AI-first device, with mass production expected around 2028.
Publication: Republic World
NVIDIA leases 7.6 lakh sq ft office space in Bengaluru for Rs 1,230 crore over 10 yearsedit
Nvidia Graphics Pvt Ltd, the company s Indian subsidiary has leased 7.6 lakh sq ft of office space in Bengaluru at Bagmane Capital’s Memphis South Tower, with a total lease value of Rs 1,230 crore over 10 years, according to documents accessed by Propstack.
Publication: Hindustan Times, Money Control
Rs 1,200 crore deal: Nvidia leases massive Bengaluru office space amid AI boomedit
Nvidia’s Indian subsidiary has leased a 7,60,000 sq ft office space in Bengaluru’s Bagmane Capital, as global tech giants expand their AI research and development presence in the country.
Publication: Live Mint
Intel Panther Lake Core Ultra Series 3 Processors: The Future Of AI PCs In India?edit
Business Today spoke with Akshay Kamath, Director of Enterprise Client and Data Centre Category at Intel India, to decode the next generation of AI PCs. In this interview, we dive deep into what makes the new Intel Panther Lake Core Ultra Series 3 processors a massive leap over older i5 and i7 laptops.
Publication: Business Today
Intel and CoRover.ai Launch Offline BharatGPT AI PCedit
The live showcase featured BharatGPT-mini powered Conversational AI Agent running entirely on-device, on Intel® Core™ Ultra Series 3 processors, marking a milestone in the AI-on-Device journey.
Publication: Media Brief
Intel AI PC Innovation Day 2026: Shifting AI from cloud to deviceedit
Last week, Intel hosted its AI PC Innovation Day at Conrad Bengaluru, bringing together developers, industry stakeholders, and ecosystem partners to outline the next phase of personal computing. The central theme, “Unleashing On-Device Intelligence,” reflected a broader industry shift, moving AI workloads away from the cloud and onto local hardware.
Publication: The Economic Times
Dell announced refreshed XPS 14 and XPS 16 laptop models in Indiaedit
Dell Technologies has re-launched its XPS range with better workmanship and performance in India. The updated versions are powered by next-generation Intel Core CPUs, helping to accelerate creation and innovation. It sports a full redesign focused on premium looks, polished UI, better performance and best-in-class battery life.
Publication: The Times of India, The Economic Times
Industry news
MELSS–Valtech JV to Boost India s Semiconductor Supply Chainedit
The joint venture is expected to support India s ambitions to build a robust domestic ecosystem for semiconductor and solar manufacturing MEL Systems and Services (MELSS), an engineering and technology solutions provider catering to the electronics, aerospace, and defence sectors, has entered into a joint venture with US based Valtech Corporation to strengthen India s supply chain for semiconductor and solar power manufacturing.
Publication: Electronics For You
India s Semiconductor Push Risks Silicon Shackle Without IP and AI Sovereigntyedit
From Gujarat to Odisha, new semiconductor packaging plants, assembly lines, and data centers are rising across the country. Every inauguration is presented as evidence that India has entered the front rank of technological powers. In New Delhi, with a message that the India s age of silicon has arrived.
Publication: Daily Pioneer
Govt may tweak Design Linked Incentive scheme for semiconductor chipsedit
The Ministry of Electronics and Information Technology (Meity) is likely to tweak the incentive structure under the Design Linked Incentive (DLI) scheme for semiconductor chips and allocate funds on a like for like basis only to companies or startups that successfully raise funds from angel investors or venture capital (VC) funds
Publication: Business Standard
AI boom facing new risk? How helium shortage due to West Asia war is threatening chip productionedit
When Iranian drones and missiles struck Qatar s Ras Laffan Industrial City, one of the world’s largest LNG hubs, the immediate concern was disruption to LPG, LNG and other gastoliquids supplies.
Publication: Business Today
Microsoft, OpenAI change terms of deal so startup can court Amazon and othersedit
Microsoft and OpenAI renegotiated a pact that let Microsoft exclusively sell the ChatGPT creator s artificial intelligence models, clearing the way for the startup to forge new deals with rivals to the software and enterprise giant, including Amazon
Publication: CNBC TV18
Meta and AWS sign multi-year deal to scale AI computeedit
The partnership reflects the intensifying global competition among technology leaders to secure large-scale computing resources required for advanced AI development. Meta has been aggressively expanding its infrastructure footprint through multiple chip partnerships this year, including agreements with Nvidia, Advanced Micro Devices, and Arm Holdings, highlighting a diversified strategy to meet rising AI workloads.
Publication: Var India
AI-led efficiencies compress deal values across IT sectoredit
Country’s top IT services companies are beginning to face a clear shift as artificial intelligence starts to push down the value of their traditional business. Executives across the sector say AI-led efficiencies are compressing deal sizes and lowering billing rates, even though overall demand for technology services remains steady.
Publication: The New Indian Express
West Asia war disrupts circuit board supply chainedit
Daeduck Electronics, a South Korean PCB maker whose customers include Sam-sung Electronics, SK Hynix and AMD, has begun discussions with customers over price in-creases, a senior executive at the company told Reuters.
Publication: The Indian Express
AI Chips are the New Flex of Tech Realmedit
You’re not talking to somebody who woke up a loser,” a peeved Jensen Huang, the chief of AI superchip-maker Nvidia, said while defending Nvidia’s right to sell chips in China. An unusually aggressive tone from mild-mannered Huang was probably triggered by Nvidia’s wobbling chip crown both near and abroad.
Publication: The Economic Times
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