As hyperscaler capital expenditure approaches $760 billion and the depreciation wall looms, institutional investors are demanding proof of durable software revenue.
Proposed rules target frontier models above 2 trillion parameters and 14nm chip architectures, marking a shift from hardware defence to software sovereignty.
In a city running short of 1 lakh tankers of water daily, a Bengaluru startup has created an 11-stage bridge between overflowing apartment STPs and thirsty AI servers.
From Seoul to Taipei, semiconductor heavyweights face steep sell-offs as investors confront the reality of data-centre costs, power limits, and lagging software revenue.
