The 2026 GPU shortage will not be solved by fabs — it will be solved by power purchase agreements.
The 2026 GPU shortage will not be solved by fabs — it will be solved by power purchase agreements.
Settlement is moving faster than supply. Rare-earth processing is the bottleneck nobody is pricing.
From temple-tech to devotional commerce — the operators here are building category leaders without VC capital.
Tools won. Workflow plateaued. The next $1B exits will be in unsexy infra: payouts, contracts, identity.
Of 38 approved Indian OEMs, only 7 are real businesses. We name them and rank them by 2026 award probability.
Six districts capture 71% of the PLI window. Founders are still pitching the other 412.