Latest posts
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Qualcomm AWS Deal: The $60 Billion Warrant Behind a Vague Press Release

Qualcomm’s release gave no value, products or timeline. Its SEC filing revealed a $60 billion performance-based warrant — and a real bet on AI data-centre silicon and optical interconnect.
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Life Sciences Manufacturing: 90% Say Digital Transformation Is Business-Critical, Rockwell Automation Report Finds

A new Rockwell Automation report finds 90% of life sciences manufacturers consider digital transformation business-critical, and 58% have deployed smart manufacturing at scale or in part. AI and machine learning (46%), process automation (44%) and cybersecurity (39%) top the list of technologies expected to drive business outcomes — yet only 32% effectively use more than…
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Apple Pay Launches in India with Axis Bank: Supported Cards, Merchants, UPI and RuPay Limits Explained

Apple Pay has officially launched in India with Axis Bank as its first banking partner, supporting eligible Visa and Mastercard credit cards on iPhone, iPad and Apple Watch. Merchants including Blinkit, Croma, Zomato, Tata 1mg and Ixigo are live, with Juspay, Cashfree and PayU enabling acceptance — but RuPay and UPI remain unsupported, and Mac…
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AI Readiness Gap: Why Regulated Manufacturers Buy AI Faster Than They Can Validate It

Regulated manufacturers are adopting AI faster than they can make their data and validation ready. An EU draft annex, an FDA warning letter and a wave of 2026 cyberattacks show what is at stake.
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Orbital Computing: India’s TakeMe2Space Flies an AI Lab on SpaceX, Alongside Google’s Moonshot

A 14 kg Indian CubeSat with 117 TOPS of onboard AI compute is launching on the same SpaceX rideshare as Google’s Project Suncatcher prototype. The smallest and largest bets on orbital computing fly together.
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NOR Flash Shortage: Why the AI Supercycle Broke the Web’s Boring Memory

NOR flash — the boot-code memory inside retimers, cars and satellites — is in a structural shortage. Prices rose 100-120% in H1 2026, and no new capacity is planned. Here is what it means for buyers and for India.
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Spectre v2 Attack Returns: Branch Target Reuse Targets JIT Compilers

Branch Target Reuse breaks an assumption held since 2018, with working kernel exploits across Intel, AMD and Arm. The Linux fix shipped in July; the underlying CPU behavior has no hardware fix.
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Semiconductor Logistics in India: What the NX Group–ISM MoU Actually Establishes

An information-sharing MoU between NX Group and ISM looks thin on paper, but a dedicated 2027 Dholera logistics centre and Semicon 2.0’s equipment-and-materials pillar make India’s chip-cargo bottleneck the story.

