AI infrastructure has inverted the memory market. Data centers now absorb the bulk of high-grade DRAM supply, and manufacturers have reallocated production away from consumer-grade chips toward higher-margin AI workloads. A standard 32GB DDR4 kit priced at $60-90 last fall now costs $150-180 — a price inversion the industry has termed “RAMmageddon.” This is not …
India’s role in global technology and digital infrastructure is entering a more consequential phase. In a recent appearance on CNBC’s Inside India, I discussed India’s growing role as a global tech infrastructure and manufacturing hub as companies such as Apple and other multinationals diversify supply chains beyond China, and what that means for the country’s …
India’s digital public infrastructure, growing AI talent base, and expanding innovation ecosystem have created the foundations for what could be the country’s biggest technology opportunity in decades. But converting that potential into global leadership will require more than scale and adoption. It will demand sustained investments in innovation, semiconductor capabilities, and compute infrastructure. That was …
India’s MSMEs are entering a more mature phase of digital growth. A new study by CyberMedia Research (CMR) finds that nearly eight in ten MSMEs (78%) now identify operational efficiency as their top business priority for the year ahead, ahead of revenue growth (71%) and customer acquisition (64%). The findings suggest a clear shift in …