Industry Insights

India’s GCCs Stopped Being Cost Centres in 2021. Most Global Boards Still Haven’t Updated the Org Chart.

Sometime in the last eighteen months, a decision quietly moved. At a growing number of Fortune 500 and Forbes Global 2000 companies, the call on which product ships next,...

Stablecoins Were Meant to Bypass the Banks. Now the Banks Are Becoming the Stablecoins.

Somewhere in the last eighteen months, a mid-sized exporter in Tamil Nadu shipping auto components to a buyer...

Private Credit Isn’t Cheaper Money for CEOs. It’s a Lender That Can Freeze Overnight.

Every CEO who has raised debt in the last three years has noticed the same thing: the terms...

The AI Boom Fixed Its Power Problem. It Never Fixed Its Water Problem — and the Bill Is Arriving First in the Places Building...

Every board that has approved an AI infrastructure commitment in the past eighteen months has, in some form,...

The AI Race Has Quietly Moved Past Chips. The New Battlefield Is the Power Grid.

For two years, every earnings call in the AI economy has circled the same anxiety: not enough chips....
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The $25 Million Video Call: How Deepfakes Are Dismantling the Last Analog Layer of Corporate Trust

In January 2024, a finance employee at Arup, the London-headquartered engineering firm behind the Sydney Opera House and Beijing's Bird's Nest stadium, joined a...

The Per-Seat License Isn’t Dying. It’s Being Hollowed Out Before Anyone’s Built What Replaces It.

If you sat through an enterprise software renewal this year, you probably noticed something odd: the vendor no longer has one price. Salesforce now...

The AI Boom’s Real Risk Isn’t a Bubble. It’s a Depreciation Schedule Nobody Wants to Touch.

When a report surfaced in late 2025 suggesting that talks between Nvidia and OpenAI over a fresh compute commitment had stalled, Oracle's share price...

Chips Were Never the Constraint. Electrons Are, and That Changes Who Wins the AI Race.

In November last year, Satya Nadella said something that should have unsettled every boardroom running an AI strategy, not just Microsoft's. Asked why Azure's...

What a $2.9 Billion Hydrogen Write-Off Reveals About the Next Decade of Climate Capex

In the same quarter this year, Air Products and Chemicals made two decisions that looked contradictory and were not. It walked away from its...

Cyber Insurance Isn’t a Backstop Anymore. It’s the Rulebook Boards Never Ratified.

When Jaguar Land Rover's systems went dark in the autumn of 2025, the shutdown ran for more than a month, wiped out roughly 50,000...
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