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From Cloud to Energy: India’s Geopolitical Stress Test

From Cloud to Energy: India’s Geopolitical Stress Test

The West Asia conflict is reshaping India’s risk management and creating an opportunity to accelerate and complete its energy reform agenda, underline S&P Global and Crisil analysts. The sustained nature of the West Asia war is changing Indian risk management from providing immediate buffers to reorienting medium- to long-term strategies. Even before the conflict, the Economic Survey 2026 highlighted risks of a “disorderly multipolar breakdown,” rupee depreciation, and foreign portfolio outflows. These risks are now likely to be exacerbated. The HSBC India Purchasing Managers’ Index (PMI) data for March 2026 shows a slowdown in private sector activity. The HSBC India...

AI Factories: Turning Data to Scale

AI Factories: Turning Data to Scale

As India’s surging data demand reshapes the digital landscape, success will depend on designing AI‑ready data centres as critical infrastructure for smarter factories, notes Robert HK Demann. Artificial intelligence (AI) is not only about software; it is also equally about infrastructure. Just as steel plants, refineries, and other industrial systems are engineered to run reliably and produce output at scale, AI factories are the digital equivalent: engineered environments that repeatedly convert data into intelligence. An AI factory is not a single graphics processing unit (GPU), just as a factory is not a single machine. It is the coordinated system of...

 

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