By Andreas Kuehn and Tara Chawla
The AI buildout is not simply a race for more advanced accelerators, but an infrastructure-centered contest to turn technology, energy, and capital into usable computing capacity. The decisive measure will not be announced spending or planned capacity, but how quickly those commitments become reliable, operational computing capacity.
By Sauradeep Bag
The central question is no longer whether sovereign digital money will emerge but what institutional form it will take, who will govern it, and whose economic interests it will serve.
By Prateek Tripathi
Though the field of quantum computing is not mature enough to provide remarkable practical applications at the moment, recent developments serve to exemplify the asymmetric nature of quantum technology development and how multiple incremental advancements can potentially lead to overall progress.
By Amoha Basrur and Pranoy Jainendran
With applications already spanning the automotive, aerospace, and data-centre sectors, spintronics has become a strategic priority for countries with the manufacturing capacity to compete for it, driving targeted R&D funding, national roadmaps, and industry partnerships aimed at securing technological leadership and supply chain resilience.
By Siddharth Yadav
Global corporate AI investment reached US$581.7 billion in 2025, more than double the previous year’s total, with most of it flowing to the economies that already dominate research and hardware. Economies with nascent domestic digital infrastructure, investment vehicles, research ecosystems, and governance frameworks risk being marginalized by the AI-driven future.
By Andreas Kuehn and Tara Chawla
The AI buildout is not simply a race for more advanced accelerators, but an infrastructure-centered contest to turn technology, energy, and capital into usable computing capacity. The decisive measure will not be announced spending or planned capacity, but how quickly those commitments become reliable, operational computing capacity.
By Prateek Tripathi
Though the field of quantum computing is not mature enough to provide remarkable practical applications at the moment, recent developments serve to exemplify the asymmetric nature of quantum technology development and how multiple incremental advancements can potentially lead to overall progress.
By Amoha Basrur and Pranoy Jainendran
With applications already spanning the automotive, aerospace, and data-centre sectors, spintronics has become a strategic priority for countries with the manufacturing capacity to compete for it, driving targeted R&D funding, national roadmaps, and industry partnerships aimed at securing technological leadership and supply chain resilience.
By Siddharth Yadav
Global corporate AI investment reached US$581.7 billion in 2025, more than double the previous year’s total, with most of it flowing to the economies that already dominate research and hardware. Economies with nascent domestic digital infrastructure, investment vehicles, research ecosystems, and governance frameworks risk being marginalized by the AI-driven future.
By Gopalika Arora
The retrenchment of finance is not merely a result of a temporary slowdown in climate finance commitments by the developed countries. It may also signal a deeper restructuring of the climate finance architecture driven by changing institutional priorities within the multilateral system that was expected to anchor the transition.
By Andreas Kuehn and Cauvery Ganapathy
While the integration of AI offers benefits for the optimization of energy systems through grid management, renewable energy integration, predictive maintenance, and accurate forecasting of alternative forms of energy, its energy-intensive nature could also negatively impact the countries and ecosystems seeking to adopt it.
By Medha Prasanna
The oil age will not end because the world runs out of oil, but because oil reserves stop being worth pumping. The UAE has moved fast, not as just a knee-jerk reaction to the conflict in the region, but as a strategic divergence.
By Andre Nicola
Across South America, governments are increasingly framing environmental regulation as a constraint on growth, investment, and national competitiveness. South America's political direction over the next several years will be an early test of whether economic development can be reconciled with environmental stewardship throughout the region.
By Uma Vatsa and Shailesh Mishra
The AI industry is making large, long-lived bets on future demand, even as the technology itself is becoming more efficient. If AI systems become cheaper to run, more efficient to train, or less dependent on massively centralized compute, some of today’s infrastructure may prove oversized, poorly located, or economically fragile.
By Samriddhi Vij, Akram Zaoui, and Mahdi Ghuloom
In the early hours of June 15, U.S. President Donald Trump confirmed an announcement by Pakistani Prime Minister Shehbaz Sharif that a peace deal between the United States and Iran had been reached, iterating that both sides had declared “the immediate and permanent termination of military operations on all fronts, including in Lebanon.” ORF Middle East experts offer their quick takes.
By Dhruva Jaishankar and Jeffrey D. Bean
Earlier this month, India was among the first countries to receive expanded access to Anthropic's Claude Mythos large language model, but the White House decision to block all foreign access to Anthropic’s new Mythos and Fable models via export control elevates concerns regarding reliability of U.S. partnership and AI dependency.
By Sarah Salah
As the IAA continues to undergo amendments, its ultimate success will hinge on careful calibration. The EU will need to preserve channels for strategic foreign investment, especially in capital-intensive sectors where domestic capacity alone may fall short. If the Act is overly complex or restrictive, it risks deterring the very investment it seeks to shape.
By Rohan Sharma
The United States’ and India’s commitments are clear: pro-innovation regulation, joint next-generation data centers, and cooperation on advanced compute. But agreements do not operationalize themselves. What is needed is not another forum, but an interface. A jointly staffed mechanism, anchored in implementation agencies, becomes the only viable bridge.
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