Shares of the chipmaking giants that have powered the market s climb to records tumbled, weighed down by new concerns that trillions of dollars invested in AI technology won’t yield the expected blockbuster returns.

Publication: Live Mint

But what exactly are semiconductors, why are they so important, and where does India stand in the global chip race? In this episode of The Brief, Nisheeth Upadhyay breaks down the fascinating world of semiconductors, starting with the landmark ASML–Tata Electronics partnership for India s first commercial semiconductor fab in Gujarat s Dholera.

Publication: Hindustan Times

NVIDIA, Qualcomm, Broadcom, AMD, MediaTek and dozens of others could now design chips without owning factories. Today, all the most valuable chip companies in the world are fabless, including the world’s most valuable company by market capitalisation.

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Workers in India use artificial intelligence (AI) more often, and with greater enthusiasm than almost anywhere else in the world, according to a new study. While Western companies are moving slowly because they are worried about risks and rules, workers and managers in India are using the technology to move twice as fast, says BCG’s AI at Work 2026 report.

Publication: Business Standard

This does not mean India has no future in AI. It does, but not the future many imagine. The opportunity to create the next OpenAI or Nvidia has narrowed. The opportunity to dominate advanced semiconductor manufacturing is harder still. Catching leaders who already possess accumulated advantages will require resources and coordination on a scale India has rarely demonstrated.

Publication: Millennium Post

India may have missed the artificial intelligence (AI) software rally, but companies supplying cables, transformers, cooling systems and otherdata-centre infrastructure have emerged as unlikely beneficiaries of the global AI boom.

Publication: Business Standard

Hyperscale data centre specialist AirTrunk plans to invest more than Rs 3 lakh crore in India by 2030 in support of digital infrastructure capacity. AirTrunk generally creates a platform for cloud, content and large enterprise customers across the Asia-Pacific and Middle East (APME) region.

Publication: The Asian Age , Deccan Chronicle

In December 2025, Microsoft opened the doors for thousands of its engineers to use Anthropic’s Claude Code — an AI coding assistant — as part of an internal experiment to benchmark the best tools available.

Publication: The Hindu

A lot of the displacements till now were due to over-hiring during the pandemic. So it was correction that was happening,” she said, pushing back against the view that AI is already eliminating large numbers of jobs.

Publication: The Hindu Business Line

Artificial Intelligence (AI) is “expected to have a long-term impact on the employment of India’s skilled labour force,” and its IT services-led growth model, even as the country continues to enjoy strong economic growth prospects, according to EY’s latest Economy Watch report.

Publication: Free Press Journal

The Indian Cyber Crime Coordination Centre (I4C), the Indian Computer Emergency Response Team (Cert-In), the National Critical Information Infrastructure Protection Centre (NCIIPC), and the Digital Intelligence Platform (DIP) of the Department of Telecommunications are among a handful of government agencies that are likely to have been provided limited access to Claude Mythos, according to sources.

Publication: Business Standard

Companies including Amazon, Oracle, JPMorgan, Deloitte, AMD, Novartis, Sanofi and Salesforce have expanded their presence in the city. Industry observers say Hyderabad offers several advantages, including comparatively lower office rentals, availability of large land parcels for corporate campuses, modern infrastructure and planned urban development.

Publication: Free Press Journal

To ensure that AI models do not rely on non-credible sources for government data, the Ministry of Statistics and Programme Implementation (MoSPI) has upgraded its official data portal to be directly readable by large language models (LLMs) secretary of MoSPI, Saurabh Garg, said the government is standardising 288 priority datasets, which are important from an economic perspective, across ministries.

Publication: Deccan Chronicle

Vera is Nvidia’s first stand-alone data center microprocessor that goes head-to-head with Intel’s Xeon line, Advanced Micro Devices Epyc chips and in-house programs at large-scale operators such as Amazon’s Graviton.

Publication: Financial Express