Nilesh Jasani

THE WRITER IS CHIEF EXECUTIVE OFFICER OF SINGAPORE-BASED, GLOBAL INNOVATION INVESTMENT COMPANY, GENINNOV

If Samsung, SK Hynix and Micron want the world to understand this is not a cartel story, they must stop speaking as if price falls from the sky.

Memory makers, especially the Korean ones, must learn to speak up

For many decision-makers, the beliefs on AI capabilities will not matter.

The parrot argument about AI is dead. The question now is permission

Machines are helping us build the most fanatical scenarios imaginable, engineered not for accuracy but for virality.
THE BROAD VIEW

The argument that never ends

The show floor buzzword at tech event CES was “physical AI” and robotics. Consumer devices felt like afterthoughts; the real audience was data-centre buyers.
THE BROAD VIEW

Tech as we know it is dead

The silicon shock has the potential to be a dominant macro, political and market theme of 2026.

The ‘silicon shock’: When AI demand broke the supply chain