EXPLAINED: 4 | Rare Historical Photos

No gold, no foreign trips: PM Modi turns 7.8% growth cue into a fresh swadeshi pitch

Prime Minister Narendra Modi celebrated India's 7.8% economic growth as a collective achievement. He attributed this success to the nation's resolve and hard work amidst global challenges. Modi also criticized the spread of misinformation and urged citizens to embrace swadeshi principles. He encouraged reducing overseas travel, destination weddings, and unnecessary…

The Economic Times · Sep 1

Corning vs. Applied Materials: One Stock Beat the Other by 75 Percentage Points. The Better AI Infrastructure Play Is Clear.

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

Barchart · Aug 31

Indian businesses redesigning supply chain to capture new growth opportunities: Report

Indian businesses are actively redesigning supply chains for resilience and growth. Supplier diversification and strategic inventory are key priorities for companies. Technology adoption and entry into new markets are also significant drivers. India's trade growth will be defined by resilience and connectivity. Businesses are positioning inventory closer to customers for…

The Economic Times · Aug 31

This American Battery Could Break China’s Grip On The EV Supply Chain

The next big EV breakthrough may have nothing to do with solid-state batteries.

InsideEVs · Aug 28

Judge Says Trump's Clampdown on Anthropic Violates the First Amendment

A judge ruled the Pentagon's supply chain risk designation of Anthropic was an unlawful, “arbitrary,” and “capricious” decision made to punish Anthropic.

Reason · Aug 28

'Illegal and baseless': US judge blocks the Pentagon blacklisting of Anthropic as a supply chain risk

The Pentagon previously called Anthropic a supply chain risk– this US federal judge just said that was totally "illegal and baseless."

TechRadar · Aug 28

Pentagon’s blacklisting of Anthropic was unlawful, US judge rules

Anthropic ​argued designation as ‘supply-chain risk’ could cost billions ‌in lost business ‌and reputational harm

The Guardian - US · Aug 28

Anthropic scores court victory against Pentagon’s ‘illegal and baseless’ actions

The dispute between the AI company and the government broke out in February when Trump and Hegseth accused Anthropic of endangering national security

The Independent UK · Aug 28

Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside

BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints.

The Economic Times · Aug 27

America’s power grid can’t keep up with AI: Why hundreds of data center projects are freezing

Planned United States data center developments face significant delays and cancellations. Aging electrical grids and supply chain issues are hindering rapid expansion efforts. Local communities are raising concerns about increased utility prices and water usage. These construction pauses will likely impact future energy demand forecasts. Future projects must demonstrate zero-impact…

The Economic Times · Aug 27