AMD–Meta: When Chip Supply Becomes Capital Structure
The six-gigawatt commitment and performance-based warrants blur the line between customer and supplier — embedding dilution, software lock-in and energy economics into the AI race.
The six-gigawatt commitment and performance-based warrants blur the line between customer and supplier — embedding dilution, software lock-in and energy economics into the AI race.
As net deletions cross 10% in major States, the Court has strengthened remedies but avoided reviewing the burden-shifting design of the Election Commission’s Special Intensive Revision.
A steep US countervailing duty turns industrial policy into a balance-sheet stress test—forcing India’s fast-scaling solar manufacturers to prove they are indispensable, not interchangeable.
A capex-heavy BMC budget, green bond debut, and rising execution pressure redefine how India’s richest civic body tests its balance sheet and engineering capacity.
Denmark’s Carlsberg A/S is preparing a potential ₹5,800-crore listing of its Indian subsidiary—joining a wave of multinational carve-outs seeking India’s higher growth multiples and deep domestic liquidity.
Why Government Spending Is Losing Its Growth Punch
Domestic money powered a record IPO year. The risk now is where the losses land when pricing breaks.