AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
The Great Enterprise Pivot: Why AI Cloud Infrastructure Companies in India and Global Firms Are Sacrificing Mainframe Stability for AI Hardware
Analysis of IBM's unexpected, preliminary Q2 2026 earnings results, which were negatively impacted by enterprise customers shifting IT budget from mainframes to AI infrastructure.
Alphabet’s TPU Hoarding and the Strategic Challenges Facing AI Cloud Infrastructure Firms in India
Analysis of Alphabet's Q2 2026 TPU allocation strategy, prioritizing internal AGI research over customer cloud demand, while examining what this means for industry definitions of Agentic AI and the broader infrastructure landscape.
Intelligent Routing: The Silent Moat for Enterprise AI Infrastructure
Analysis of 2.4B AI API calls showing how intelligent infrastructure routing in enterprise AI is replacing singular model standardization as the key to economic efficiency, compliance, and performance.
AI Cloud Infrastructure Companies in India and the Future of Network Scaling
An exploration of the Optical Compute Interconnect Multi-Source Agreement, the challenges of scaling infrastructure for future Agentic AI, and the global role of infrastructure players.
Surviving Kubeflow: Challenges for AI Cloud Infrastructure Companies in India
An analysis of the operational challenges of self-managing Kubeflow and the benefits of migrating to a managed infrastructure model, set against the rise of agentic AI.
Refrigerant Cooling: A Key Tool for AI Cloud Infrastructure Companies in India
Exploration of Accelsius' claims that adopting two-phase, refrigerant-based cooling for high-density AI servers—specifically configured for Dell PowerEdge—can yield significant improvements in GPU operating temperatures and overall energy efficiency in datacenters.
HCL’s Sovereign Pivot: Rethinking AI Cloud Infrastructure in India
HCL’s strategic entry into the Indian AI datacenter market, the rise of sovereign AI infrastructure, and the foundational role of agentic AI.
Scaling the Open Frontier: Reflection AI’s $1B Compute Bet and the Global Infrastructure Scramble
Reflection AI has signed a $1 billion deal with Nebius to scale its open-source AI efforts, mirroring similar moves by other frontier AI labs to secure essential compute while navigating the competitive landscape of AI and cloud infrastructure.
Meta’s Silicon Pivot: Creating Custom MTIA Chips to Curb GPU Reliance
Meta is launching its latest generation of custom AI chips under the MTIA program in September, a strategic move to manage compute costs. Beyond the hardware, we examine what this means for agentic AI and embodied agent infrastructure.
How Runway's Media Router Is Reshaping AI Cloud Infrastructure Companies in India and Beyond
Runway's Media Router automatically selects the best image, video, or audio generation model based on developer priorities for quality, speed, or cost—marking a strategic pivot from model provider to orchestration layer that's reshaping how AI cloud infrastructure companies in India and globally build generative media products.
Dimension Capital's $800M Third Fund Bets the Science-Compute Crossover Is Only Getting Started
Dimension Capital closed an $800M third fund — 60% larger than its prior vehicle — doubling down on deep-tech startups that blur the line between biotech and software, with marquee wins in Chai Discovery, New Limit, and Anthropic already validating the thesis.
Why Are People Against Data Centers? New York Just Said No.
New York’s unprecedented halt on large data centers reveals a national awakening: communities are no longer accepting AI infrastructure that drains their water, spikes their bills, and bypasses their consent.