India’s AI Deal with the UAE Challenges U.S. Cloud Dominance
India has signed a deal with UAE‑based G42 to deploy 64 Cerebras supercomputers on Indian soil, creating a non‑U.S. alternative to the dominant Amazon, Microsoft and Google AI clouds. The partnership, announced on May 15, adds a sovereign AI path alongside India’s $45 billion cloud commitments and its $1.25 billion national AI program that runs on Nvidia chips. G42 will handle installation, operation and maintenance, while Cerebras provides technical support. The move signals India’s pragmatic push for AI sovereignty and could reshape the global cloud market.
U.S. Companies Have an AI Problem. Indian IT Wants to Be the Solution
U.S. firms are struggling to turn AI pilots into profit, with a 95% failure rate for generative‑AI projects. Indian IT giants such as TCS, Infosys, Wipro and Tech Mahindra are pivoting to capture the AI deployment layer, leveraging deep enterprise relationships...
What AI Race? China and U.S. AI Worlds Are Tightly Connected
The U.S. and China’s AI sectors appear locked in a rivalry, yet they remain deeply interwoven through talent pipelines, joint research, and shared cultural touchstones. American firms lure top Chinese researchers with seven‑figure salaries, while Chinese labs produce open models...
The UAE’s OPEC Exit Frees up Oil Wealth as It Bets Big on AI
On May 1 the United Arab Emirates left OPEC, releasing a production gap worth over $61 billion annually at current Brent prices. State oil giant ADNOC responded with a $55 billion acceleration plan for oil, refining and petrochemical projects, freeing capital for AI‑focused...
India’s VCs Are Beating Silicon Valley at Home
American venture capital once led early Indian startup rounds, but domestic investors now dominate the ecosystem. Indian funds, family offices and founder‑led firms occupy nine of the top ten investor slots in Indian tech, with Accel the only US name....
Taiwan’s Chips Power the Global Economy. China Holds the Leverage
Taiwan’s semiconductor champion TSMC supplies roughly 90% of the world’s most advanced chips and 99% of the AI‑training silicon that powers smartphones, electric vehicles and the global AI race. A serious disruption—whether from a blockade, customs inspections or outright conflict—could...
Some Taiwanese Drone Math Ahead of the Xi-Trump Visit
Thunder Tiger, a Taiwanese drone maker, earned U.S. Department of Defense clearance as the first Asian firm to supply China‑free drones to the military. Its AI‑enabled “Overkill” UAVs sell for $3,000‑$5,000, offering a low‑cost alternative to expensive missiles. Taiwan’s government...
Five Times AI Hallucinations Embarrassed Governments
Over the past two years, multiple governments have been embarrassed by AI‑generated hallucinations in official documents. South Africa withdrew its draft AI policy after six fabricated citations were discovered, marking the first outright retraction due to AI errors. Similar incidents...
The Chinese EV Standard Winning Globally Is Banned in the U.S.
On March 17 the United States prohibited any vehicle with Chinese‑developed software from being sold domestically, a rule that takes effect for new models arriving in July 2025. Chinese EV makers, led by BYD, dominate global markets by integrating batteries, chips...
Motorola’s India Lawsuit Could Make Platforms Police Speech Faster
Motorola’s Indian subsidiary has filed a civil defamation lawsuit against major platforms—including Google, Meta, X, YouTube, Instagram, Facebook and Threads—seeking removal of more than 360 posts it claims portray its devices as unsafe. The court granted a temporary injunction ordering...
How the Vinyl Revival Fills the Gaps Streaming Left Behind
Vinyl sales have rebounded for 19 straight years, reaching $2.1 billion in 2025 and projected to hit $3.6 billion by 2034. In the United States, revenue surpassed $1 billion last year, driven largely by Gen Z seeking tactile, algorithm‑free listening experiences. Internationally, records serve...
Big Tech Is Moving Data Out of the Gulf Through Iraqi Oil Pipelines
U.S. hyperscalers with data centers in the Gulf are routing traffic through a fiber‑optic network that runs alongside Iraqi oil pipelines. The overland Silk Route Transit, built by IQ Networks, offers a faster, more secure alternative to submarine cables that...
An Old Railroad Is Key to U.S.-China Race for Critical Metals in Africa
The United States, Angola and the Democratic Republic of Congo signed a 2023 memorandum to revive the Benguela (Lobito) Railway, aiming to ship Congolese copper and cobalt to global markets via the Angolan port of Lobito. China had rebuilt the...
I Got Stood up by an AI Agent, and Tracked Down Its Human Owner in China
A Chinese solo founder, Shen Daojing, uses Polsia’s AI‑agent service to run his YiXiang fortune‑telling app, paying $199 a month—about 25% of his $800 salary. The agents handle website creation, marketing, and outreach, but repeatedly failed to schedule meetings, leaving...
The Quiet Layoffs Sweeping China’s Tech Giants
Chinese tech giants Alibaba, Baidu, Tencent and BYD disclosed sizable workforce reductions in 2025, with Alibaba slashing 34% of staff and Baidu trimming 7%. The cuts target non‑core units as firms pivot toward artificial intelligence and cloud services. Experts attribute...