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Writing on technology strategy, digital infrastructure, emerging industries, space systems and the business implications of technological change.
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UPI MDR: The ₹3,000 Purchase Is Simple. The Economics Behind It Are Not. India is changing the economics of one of the world’s largest real-time retail payment systems. For readers unfamiliar with…
8 articles
UPI MDR: The ₹3,000 Purchase Is Simple. The Economics Behind It Are Not. India is changing the economics of one of the world’s largest real-time retail payment systems. For readers unfamiliar with…
Over the past few weeks, I’ve been thinking about the relationship between AI, Data Centers, Semiconductors, Energy Infrastructure, and Geopolitics. Initially, it seems like AI is simply driving…
Data centres are no longer just high-tech projects. They are now real estate with political influence and are powerful instruments of geopolitical power. They determine where data is stored, whose…
India may be building the infrastructure of AI before deciding who gets first claim on the resources that power it. And that could become a much bigger issue than data centres themselves. Google is…
AI has a hidden cost. Every chatbot reply, satellite image, video stream, financial transaction, and recommendation engine depends on data centres. These buildings are the factories of the digital…
For years, the story of digital infrastructure was simple: scale faster, compute more, store more, connect more. Cloud platforms expanded across regions. Data centers became the invisible factories…
The world is running on data. Every AI model, cloud application, video stream, banking system, and enterprise platform depends on physical infrastructure somewhere. Behind the “cloud” are massive…
The concept of deploying data centers in orbit periodically re-emerges in discussions about the future of digital infrastructure. The arguments are familiar: continuous solar exposure, reduced…
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