By Andreas Kuehn
The contest for AI supremacy is no longer about who has the best models, but about who can fund, power, and scale the infrastructure behind them.
By Udaibir Das
Can capital take on purpose without money losing the fungibility on which markets depend? The question must be asked while the machinery is still being chosen.
By Dhruva Jaishankar
The India-New Zealand partnership has benefited in recent years from top-down political attention, a strong people-to-people foundation, and external impulses compelling both New Delhi and Wellington to diversify their partnerships. The next few years represent an opportunity to build upon the foundations of an FTA and Strategic Partnership and construct a relationship that is more than two-dimensional.
By Vasabjit Banerjee
The Mecca Joint Defense Agreement faces all the classic challenges of an alliance with none of the unifying elements.
By Piyush Verma and Andrei Covatariu
The COP31 presidency has proposed raising electricity’s share of global final energy demand, yet AI is largely missing from climate and energy planning. At COP31 in Antalya this November, that needs to change.
By Piyush Verma and Andrei Covatariu
Much of the conversation in Geneva rightly focused on managing AI's growing energy demand. That work is essential, but it is only half the story. The larger opportunity lies in how AI can reduce energy use across industry, buildings, transport and power systems, while enabling greater integration of renewable energy.
By Piyush Verma
Energy need not be a constraint on India's AI ambitions. It can be a competitive advantage. Encouraging data-centre locations that reflect grid readiness and renewable availability can reduce system stress while improving reliability. Expanding frameworks for round-the-clock clean power supported by storage and flexible resources can ensure AI growth strengthens climate goals rather than complicates them.
Special Report No. 7
By Piyush Verma, Medha Prasanna, Caroline Arkalji, Erlijn Van Genuchten, and Siddharth Sharma
By Medha Prasanna
Without intentional strategies to strengthen energy infrastructure, the Global South will remain largely a consumer of AI technologies.
By Piyush Verma and Telmen Altanshagai
Mongolia is not just a customer or supplier—but a co-partner in building new regional supply-chains, new corridors and new resource-alliances. It speaks to a future where India is not simply plugged into global energy markets, but co-creating them.
By Piyush Verma and Abhinav Jindal
India’s bid to host COP 33 is a clear signal of geopolitical intent. It positions the world’s largest democracy, the most populous nation and the fourth-largest economy as a bridge between developed and developing worlds.
By Anit Mukherjee
With only two months left for the start of the leaders’ summit in Belém, the future of climate action seems to be based more on hope than conviction. A positive outcome from COP30 will require stronger commitment from the global community than what we have seen until now.
By Piyush Verma
At a time when multilateralism is under significant stress and global climate finance remains skewed and inequitably distributed, IBSA+Indonesia offers a fresh model of geopolitical collaboration on energy and climate – anchored in shared values and driven by practical action.
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