Prophets of Profit –A Burry & Buffet Playbook of Contrarian Strategies to Win in Uncertainty
In the first week of April this year the US president Donald Trump announced his “Liberation Day” tariffs, sending markets into freefall. Stocks collapsed, with major indices plunging nearly 20% from their February highs. Trump did not just stir an unprecedented global chaos, but also threw up rather interesting winners – Michael Burry and Warren […]
Transforming AI Infrastructure into Massive Digital Cities in Five years
By June 2030, the leading AI supercomputer is expected to require a staggering 2 million AI chips and cost around $200 billion, akin to building a massive digital city filled with millions of tiny, powerful workers. Frontier AI development relies on powerful AI supercomputers, yet analysis of these systems is limited. Researchers from Epoch AI, […]
The world economy is on a recessionary trajectory- UNCTAD
A detailed scan of major global agencies from World Trade Organization to World Bank, IMF, Asian Development Bank reveals a sharp decline in economic growth projections across the world in the wake of the massive tariff turbulence unleashed by the U.S. administration. The UN Trade & Development agency (UNCTAD) goes a step forward sounding the […]
The Invisible Subsea Artery
Simply calling undersea cables the ‘invisible arteries’ of the digital economy isn’t enough. Governments must take proactive measures, particularly in the arduous task of practically implementing resilience through the entire process, from anticipating and absorbing shocks, to ensuring rapid restoration capabilities and building adaptive systems which learn and evolve. These are tasks which require sustained […]
Beyond the Rectangle: Why Smart Glasses Are Poised to Eclipse Mobiles, TVs & Even Laptops
A trifecta of forces—technology, economics, and use-case maturity—are transforming smart-glasses from an oddity to a challenger to phones and notebooks. The due of omnipresent screens in our lives – the mobile and the television – is about to be made redundant. In the not-too-distant future our primary window on the digital world may no longer […]
How RAG is Changing the AI Game
Whether you’re eight or eighty, if you’ve ever used generative AI, you’re probably amazed by its extraordinary potential to create. However, it is that very skill for fabrication that can jeopardize accuracy and sometimes, raise grave issues. Retrieval Augmented Generation, or RAG, can help with it. A crucial course correction, it tethers these potent models […]
Renegotiating Contracts to Counter the Tariff Turbulence
Enterprises across the world are rushing to redraft contracts with their suppliers and buyers to de-risk their businesses from the uncertainties of a global trade war triggered by US tariffs and countermeasures from other nations. Companies across the world doing business with the United States are scrambling to figure out strategies to shield themselves as […]
How Global Automakers Are Strategically Navigating US Tariffs
The announcement by President Donald Trump of a hefty 25% tariff on vehicles made outside the U.S. has triggered a significant shift, compelling global car manufacturers to rethink not just where they produce their vehicles, but also how they maneuver through an increasingly unpredictable and fragmented trade landscape. Despite skepticism from economists, the Trump administration […]
Trump’s Tariffs could Trigger a Surge of AI-driven Innovations
Rarely has the world witnessed such levels of uncertainties triggered by a global tariff war – forcing companies to reconfigure their supply chains hoping and praying simultaneously that it will help them become a tad more resilient. At the same time, it has opened up opportunities for AI-driven solutions Just 10% of IKEA products sold […]
Catching You Up on Trump’s Tariffs
In international trade policy, tariffs have long been a divisive topic that has a big impact on both home economies and international trade ties. Trump’s aggressive trade agenda has reignited that debate, jolted markets, and raised serious questions about the future of global economic cooperation. Among the many instances of tariff use in US history, […]