The Washington Post bags 6 Pulitzer awards

Server CPU Shortages Grip China as AI Boom Strains Intel and AMD Supply Chains

By Cygnus | 06 Feb 2026

Intel and AMD server CPU shortages are hitting China as AI data center demand surges, pushing lead times to six months and driving prices higher.

Budget 2026-27 Seeks Fiscal Balance Amid Rupee Volatility and Industrial Stagnation

By Cygnus | 02 Feb 2026

India's Budget 2026-27 targets fiscal discipline with record capex as markets tumble, the rupee weakens and manufacturing struggles to regain momentum.

The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water

By Axel Miller | 28 Jan 2026

As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.

The New Airspace Economy: How Geopolitics Is Rewriting Aviation Costs in 2026

By Axel Miller | 22 Jan 2026

Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.

India’s Data Center Arms Race: The Battle for Power, Cooling, and AI Real Estate

By Cygnus | 22 Jan 2026

India’s data centre boom is turning into an AI arms race where power contracts, liquid cooling and fast commissioning decide the winners across Mumbai, Chennai and Hyderabad.

India’s Oil Balancing Act: Refiners Rebuild Middle East Supply Lines as Russia Flows Disrupt

By Axel Miller | 21 Jan 2026

India’s refiners are rebalancing crude sourcing as Russian imports fell to a two-year low in December 2025, lifting OPEC’s share and raising geopolitical risk concerns.

Arctic Fever: How ‘Greenland Tariff’ Politics Sparked a Global Flight to Safety

By Axel Miller | 20 Jan 2026

Greenland-linked tariff threats have injected fresh uncertainty into transatlantic trade, triggering a risk-off shift in markets and reshaping global supply chain planning.

The New Oil (Part 5): Friend-Shoring, Supply Chain Fragmentation and the Cost of Resilience

By Cygnus | 19 Jan 2026

Friend-shoring is reshaping lithium, rare earth and graphite supply chains, creating a resilience premium and new winners and losers in clean tech.

The New Oil (Part 4): Can Technology Break the Dependency?

By Cygnus | 16 Jan 2026

Can magnet recycling and rare-earth-free motors reduce global dependence on strategic minerals? Part 4 explores breakthroughs, limits and timelines.