AI’s 10‑GW bet: why power—not parameters—is the new moat in AI
What Changed and Why It Matters The AI race is shifting from parameters to power. Reports across industry, legal, and investor notes point to a new bottleneck: electricity and the…
AI’s funding flood is warping term sheets and strategy
What Changed and Why It Matters AI infrastructure spend hit escape velocity. Hyperscalers are tapping corporate debt to finance data centers, chips, and power—at historic scale. Bond markets feel the…
Sarvam’s India-first LLM bet: localizing AI for a billion users
What Changed and Why It Matters India’s AI stack is shifting from importing models to shaping them. The signal: India-first language models moving from lab demos to distribution. Sarvam AI…