Why AI Infrastructure Is Stress-Testing Big Tech Balance Sheets The global AI buildout has triggered an unprecedented race for compute, power, and capital. While demand for AI services is surging, financing large-scale data centres is becoming increasingly complex as lenders reassess risk, timelines, and returns. What the Report Says Enterprise software major Oracle is planning job cuts of 20,000 to 30,000 employees as part of efforts to fund its AI data centre expansion, according to a report by CIO citing research from investment bank TD Cowen. Oracle has not officially commented on the development. The report notes that several US…
Author: Aman Atulya
India’s Aerospace Supply Chain Is Still Underrepresented Despite strong engineering talent and a growing defence and civil aviation push, India contributes less than 2 percent to the global aerospace components market. Global OEMs are increasingly looking to diversify supply chains beyond traditional hubs, creating an opening for Indian manufacturers that can deliver precision, scale, and compliance at global standards. Funding Snapshot Bengaluru-based aerospace components manufacturer JJG Aero has raised $30 million in a funding round led by Norwest Venture Partners, marking Norwest’s first investment in India’s aerospace components manufacturing segment.The company had earlier raised $12 million in a Series A…
Finance Minister Nirmala Sitharaman presented the Union Budget 2026–27 in Parliament on Saturday, striking a careful balance between growth-driven spending and fiscal discipline. The budget makes it clear that the government’s focus remains on infrastructure, manufacturing, technology, and long-term economic stability, even as global uncertainties persist. A Snapshot of the Numbers The total expenditure for FY27 has been pegged at around ₹53.5 lakh crore, while non-debt revenue receipts are estimated at ₹36.5 lakh crore. The government has set a fiscal deficit target of 4.3% of GDP, reinforcing its commitment to gradual consolidation. Nominal GDP growth for the year is projected…
Why SaaS Companies Are Re-Domiciling to India As India’s public markets deepen and regulations for tech listings mature, several SaaS companies with global operations are reassessing overseas holding structures. Re-domiciling to India is increasingly seen as a preparatory step for domestic IPOs, offering regulatory clarity and better alignment with long-term capital market plans. What the Tribunal Has Approved SaaS major MoEngage has received approval from the National Company Law Tribunal (NCLT) for a reverse merger that will move its corporate domicile from the US to India. In an order dated January 12, 2026, the NCLT’s Bengaluru bench cleared the merger…
Why Apple’s Retail Expansion Signals Deeper India Commitment Global consumer technology companies are increasingly treating India not just as a manufacturing base, but as a long-term consumption and brand market. For Apple, physical retail plays a critical role in deepening customer engagement, premium positioning, and ecosystem adoption in high-growth regions. What Apple Has Announced Apple will open its second retail store in Mumbai and sixth overall in India in the coming months, CEO Tim Cook said during the company’s fiscal Q1 FY26 earnings call. The announcement follows Apple’s strongest-ever global retail performance during the quarter. Apple opened its fifth India…
Why AI Infrastructure Is Becoming a National Priority As artificial intelligence adoption accelerates globally, countries are racing to secure compute capacity, data infrastructure, and energy resilience. For India, AI infrastructure is no longer a future bet but a foundational requirement to support startups, enterprises, and public digital platforms at scale. What the Government Has Signalled India’s existing AI infrastructure investment commitments of nearly $70 billion could double following the upcoming IndiaAI Impact Summit, Union Minister for Electronics and IT Ashwini Vaishnaw said. Speaking to The Economic Times, Vaishnaw indicated strong interest from global and domestic players to deepen investments across…
Why EV Makers Are Resetting Operations India’s electric two-wheeler market has shifted from rapid adoption to execution-led competition. As customer expectations around reliability and after-sales support rise, EV manufacturers are being forced to prioritise service quality, operational discipline, and cost efficiency over aggressive scale. What Ola Electric Has Announced Ola Electric Mobility said around 5% of its workforce will be impacted as part of a broader restructuring aimed at streamlining operations and improving service efficiency. With a total employee base of about 3,500, nearly 175 roles across departments are expected to be affected. The Bhavish Aggarwal-led company said the move…
What happens when a career quietly pauses after marriage? In many Indian households, career decisions slow down after marriage. For Gayatri Patel, an educated woman once inclined toward a teaching role in a college, that pause felt permanent. She chose to prioritise family life and was content with that decision until a simple question disrupted the comfort: What about your career? The question did not come from social pressure, but from her husband, Madhav Patel, who believed that education and capability should not remain unexplored. How did everyday habits turn into a business insight? Gayatri had always been deeply invested…
BlackSoil Capital, one of India’s leading alternative credit platforms focused on growth-stage businesses, has received a significant upgrade in its credit ratings from ICRA Limited, reflecting the company’s strengthening financial and risk profile. Upgrade Reflects Stronger Fundamentals ICRA has upgraded BlackSoil Capital’s long-term rating to [ICRA]A- (Stable) from [ICRA]BBB+ (Positive) and its short-term rating to [ICRA]A2+ from [ICRA]A2. Alongside the rating improvement, ICRA has also enhanced the rated amount of the company’s borrowing facilities, underscoring growing lender confidence. According to ICRA’s rating rationale, the upgrade is driven by improved capitalisation, stable asset quality, disciplined risk management, and a resilient funding…
Why AI Audio Is Becoming a Strategic Layer for Big Tech As consumer devices move toward immersive experiences, audio is emerging as a key battleground for differentiation. From spatial audio and voice interfaces to on-device intelligence, companies are increasingly investing in AI-driven sound technologies that enhance user experience without relying heavily on cloud processing. What Apple Has Acquired Apple has acquired Q.ai, an Israel-based startup focused on artificial intelligence for audio technologies. Apple did not disclose the financial terms of the deal. However, according to reports cited by the Financial Times, the acquisition is estimated to be worth close to…