Saturday, February 28, 2026

AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize (Manish Singh/India Dispatch)

Manish Singh / India Dispatch:
AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize  —  The cost of electricity does not run an enterprise.  —  A post written as a fictional memo from June 2028 by short-seller Citrini …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...