AI’s next big constraint isn’t chips—And Morgan Stanley is calling it ‘coin of the realm’

    AI’s next big constraint isn’t chips—And Morgan Stanley is calling it ‘coin of the realm’

    Morgan Stanley says the real bottleneck to AI growth is no longer semiconductors. Instead, power supply is emerging as the biggest constraint for data center expansion in the US. The brokerage calls reliable energy the “coin of the realm” for 2026, as demand for compute accelerates faster than electricity infrastructure can keep up. Power shortage…

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    Two Young Innovators Reject Elon Musk’s Multimillion-Dollar Offer To Build New AI Breakthrough

    Two Young Innovators Reject Elon Musk’s Multimillion-Dollar Offer To Build New AI Breakthrough

    Last Updated:November 30, 2025, 1:43 PM IST William Chen and Guan Wang of Sapient Intelligence rejected Elon Musk’s offer to develop their Hierarchical Reasoning Model. Guan Wang and William Chen the founders of Sapient Intelligence. (Image: Sapient Intelligence) Two childhood friends from Michigan are gaining global attention after walking away from a multimillion-dollar offer from…

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    India emerges as global leader in AI confidence; 93% firms expect returns within three years

      India emerges as global leader in AI confidence; 93% firms expect returns within three years

      Indian companies are bullish about their investments in Artificial Intelligence (AI), as a recent survey found that 93 per cent of the nation’s organisations expect positive returns on their AI investments within 3 years.This is the highest level of confidence recorded among all countries surveyed. The “Value of AI Report 2025” unveiled at SAP’s flagship…

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      PM Modi in South Africa LIVE: ‘पुराने विकास मॉडल ने संसाधन छीने, अब समय है…’, G20 समिट में पीएम मोदी ने समावेशी विकास पर दिया जोर

      PM Modi in South Africa LIVE: ‘पुराने विकास मॉडल ने संसाधन छीने, अब समय है…’, G20 समिट में पीएम मोदी ने समावेशी विकास पर दिया जोर

      Prime Minister Narendra Modi reached Johannesburg, South Africa on Friday, where he is participating in the G-20 summit to be held from 21 to 23 November. This conference is being considered an important opportunity to promote the priorities of the Global South. He addressed the conference on Saturday. read more The G20 Summit, being held…

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      AI Valuations Hit Elevated Levels, Further Rallies Run Bubble Burst Risk: Analysts

      AI Valuations Hit Elevated Levels, Further Rallies Run Bubble Burst Risk: Analysts

      New Delhi: Artificial intelligence (AI) valuations have reached elevated levels and further rallies from here run the risk of a bubble burst, and this realisation is dawning on investors widely now, according to market watchers. This may restrain sustained FII selling in India. If, along with this realisation, India’s earnings growth continues to improve, FIIs…

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      EXCLUSIVE: Celonis’ Kaushik Mitra explains how India’s expanding enterprises are creating opportunities in AI revolution

        EXCLUSIVE: Celonis’ Kaushik Mitra explains how India’s expanding enterprises are creating opportunities in AI revolution

        Celonis, a global leader in process intelligence, put forth big upgrades to its Celonis Process Intelligence Platform during the recently concluded annual Celosphere conference. The updated platform now connects easily with varied enterprise systems. In an exclusive interaction with Zee Business, Kaushik Mitra, Vice President and Head of India GTM at Celonis, spoke at length…

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