Sarvam full-stack pivot: Sovereign India chooses vertical integration
Sarvam AI moves from the model to the full stack - model + product + distribution - in a market where public procurement conditions access to data.
Jul 31, 2026 at 12:51 14 16
SK Hynix's $26.5bn Wall Street landing - memory is the new oil, priced accordingly
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8