The AI market in India has expanded from roughly $2.97 billion in 2020 to $7.63 billion in 2024, and is projected to reach $131.31 billion by 2032 at a compound annual growth rate (CAGR) of about 42.2 percent.
The growth outlook is underpinned by systematic progress across five layers of AI architecture, encompassing models, applications, chips, infrastructure and energy, with strong foundational infrastructure such as data centres and widespread internet connectivity enabling cloud adoption and data-driven services across sectors.
India’s acceleration in AI adoption aligns with broader digital trends and policy pushes, with readiness indices and talent penetration indicating that the nation is better positioned than many emerging economies to scale AI across industries.
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The launch strengthens the company’s position in AI infrastructure hardware as demand for accelerated computing intensifies.
Built on sixth-generation 10nm-class DRAM and a 4nm logic base die, HBM4 delivers transfer speeds of 11.7Gbps, with performance scalable to 13Gbps. Bandwidth per stack has surged, reducing data bottlenecks as AI models and processing demands grow.
Engineering upgrades extend beyond raw speed. Enhanced stacking architecture, low-power design integration, and thermal optimisation have improved energy efficiency and heat dissipation, supporting large-scale data centre deployments and sustained GPU workloads.
Production scale-up is already in motion, backed by expanded manufacturing capacity and industry partnerships. Samsung expects HBM revenue growth to accelerate into 2026, with next-generation variants and custom configurations scheduled for future release cycles.
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AI dominated this year’s World Economic Forum, with debate shifting from experimentation to execution. Leaders focused on scaling AI adoption, delivering economic impact, and ensuring benefits extend beyond a small group of advanced economies and firms.
Concerns centred on the risk that AI could deepen global inequality if access to computing, data, power, and financing remains uneven. Without affordable deployment in health, education, and public services, support for AI’s rising energy and infrastructure demands could erode quickly.
Geopolitics has become inseparable from AI adoption. Trade restrictions, export controls, and diverging regulatory models are reshaping access to semiconductors, data centres, and critical minerals, making sovereignty and partnerships as important as innovation.
For developing economies, widespread AI adoption is now a development priority rather than a technological luxury. Blended finance and targeted investment are increasingly seen as essential to fund infrastructure and direct AI toward productivity, resilience, and inclusion.
Discussions under the ‘Blue Davos‘ theme highlighted how AI is embedded in physical and environmental systems, from energy grids to oceans. Choices on governance, financing, and deployment will shape whether AI supports sustainable development or widens existing divides.
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Renowned physicist John Martinis, a Nobel Prize winner, is pursuing a new quantum computing breakthrough. His early work proved electrical circuits could behave like quantum particles, enabling modern quantum machines.
Momentum grew when Martinis led Google’s ‘quantum supremacy’ experiment, outperforming classical computers in specialised tasks. Scaling remains difficult because fragile qubits, complex wiring and manufacturing limits reduce reliability.
Startup QoLab, founded in 2024, is redesigning quantum chip architecture to solve those hardware problems. Integrating components onto chips could reduce wiring, improve stability and enable larger systems.
Useful quantum computers could transform chemistry, materials science and complex simulations beyond classical limits. Martinis believes hardware innovation and scalable manufacturing will determine future industry leaders.
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Researchers in Australia have built the largest quantum simulator yet to study complex quantum materials and advanced electronic behaviour. By placing individual atoms on silicon chips, the system recreates real-material interactions directly at the quantum level.
Unlike conventional computers, which struggle to model certain effects accurately, the simulator directly mirrors how electrons interact inside materials such as superconductors. This allows scientists to explore phenomena that would otherwise require enormous computational resources.
The system, known as Quantum Twins, consists of grids containing 15,000 qubits arranged to emulate atomic structures. By controlling how electrons move and interact across the grid, researchers can replicate key material properties linked to conductivity and magnetic behaviour.
Early experiments successfully simulated transitions between conducting and insulating states, as well as responses to magnetic fields. These results suggest the platform can handle complex two-dimensional systems that challenge classical modelling techniques.
Scientists in Australia believe the simulator could accelerate research into unconventional superconductors and other advanced materials, with potential applications in energy, electronics, medicine, and artificial photosynthesis technologies.
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Nvidia’s plans to export its H200 AI chips to China remain pending nearly two months after US President Donald Trump approved. A national security review is still underway before licences can be issued to Chinese customers.
Chinese companies have delayed new H200 orders while awaiting clarity on licence approvals and potential conditions, according to people familiar with the discussions. The uncertainty has slowed anticipated demand and affected production planning across Nvidia’s supply chain.
In January, the US Commerce Department eased H200 export restrictions to China but required licence applications to be reviewed by the departments of State, Defence, and Energy.
Commerce has completed its analysis, but inter-agency discussions continue, with the US State Department seeking additional safeguards.
The export framework, which also applies to AMD, introduces conditions related to shipment allocation, testing, and end-use reporting. Until the review process concludes, Nvidia and prospective Chinese buyers remain unable to proceed with confirmed transactions.
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Europe is stepping up efforts to industrialise quantum technologies with a €50 million investment in superconducting quantum devices. Funding from the EU Chips Joint Undertaking and national agencies will support the Supreme consortium’s work from early 2026.
Superconducting quantum systems rely on ultra-low temperatures to maintain qubit stability, making manufacturing processes complex and costly. Supreme aims to develop reliable fabrication methods that can be scaled across Europe.
Access to these technologies will be opened to companies through shared pilot production runs and process design kits. Such tools are intended to lower barriers for firms developing quantum hardware and related systems.
The initiative also responds to Europe’s weaker performance in quantum patents compared with research output. Alignment with the upcoming Quantum Act and the EU Chips Act is expected to strengthen commercial uptake and industrial competitiveness.
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Web Summit Qatar is underway in Doha, drawing startups, investors, and technology leaders to discuss emerging trends shaping the global digital economy. Early sessions featured startup pitches, investor meetings, and discussions on AI, quantum technologies, and the creator economy.
More than 1,600 startups are taking part, with around 85% arriving from outside Qatar, joined by nearly 1,000 investors. Funds such as Amino Capital, Greycroft, and 500 Global are scouting opportunities, as journalists cover debates on tech geopolitics and innovation policy.
Germany is marking its strongest showing to date, bringing more than 200 startups, investors, and decision-makers. The German Pavilion showcases AI, cybersecurity, deep tech, and industrial innovation, highlighting plans to deepen cooperation with regional partners.
Beyond visibility, the summit emphasises partnerships, market entry, and long-term collaboration. Organisers and participants point to growing ties between Germany and Qatar as both countries seek to deepen cooperation across advanced technology and innovation ecosystems.
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India has unveiled a plan to offer foreign cloud providers zero taxes on revenues from services sold abroad if workloads are run from Indian data centres until 2047. The move aims to attract AI investment despite power and water shortages.
Major US tech companies, including Google, Microsoft and Amazon, have pledged billions of dollars to expand AI-focused data centres in India. Domestic operators are also increasing capacity, with large projects announced in Andhra Pradesh and other states.
The government has boosted incentives for electronics and semiconductor manufacturing, critical minerals, and cross-border e-commerce. These measures aim to integrate India more deeply into global technology supply chains.
Analysts warn that execution risks remain, including energy shortages, land access and regulatory hurdles. Observers say the tax holiday and incentives reflect a strategic bet on establishing India as a global hub for AI and cloud computing.
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A proposal filed with the US Federal Communications Commission seeks approval for a constellation of up to one million solar-powered satellites designed to function as orbiting data centres for artificial intelligence computing, according to documents submitted by SpaceX.
The company described the network as an efficient response to growing global demand for AI processing power, positioning space-based infrastructure as a new frontier for large-scale computation.
In its filing, SpaceX framed the project in broader civilisational terms, suggesting the constellation could support humanity’s transition towards harnessing the Sun’s full energy output and enable long-term multi-planetary development.
Regulators are unlikely to approve the full scale immediately, with analysts viewing the figure as a negotiating position. The USFCC recently authorised thousands of additional Starlink satellites while delaying approval for a larger proposed expansion.
Concerns continue to grow over orbital congestion, space debris, and environmental impacts, as satellite numbers rise sharply and rival companies seek similar regulatory extensions.
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