The Source Signals

The rapid expansion of AI is turning data centres into a major new electricity load, with global power demand from the sector projected to rise 500% by 2040.

Nvidia’s CES 2026 message: the data centre is the product
Sindhu Kashyap Sindhu Kashyap

Nvidia’s CES 2026 message: the data centre is the product

At CES in Las Vegas, Jensen Huang didn’t just unveil “Rubin.” He reframed Nvidia as the company selling rack-scale AI factories — chips, networking, security and software bundled into one system — because the next fight is about inference cost, power, and control of the full stack.

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The Productivity Paradox Is Not About Technology
Sindhu Kashyap Sindhu Kashyap

The Productivity Paradox Is Not About Technology

For decades, economists have debated why technology does not deliver the productivity gains it promises. The answer today is clearer: efficiency is captured by systems and expectations, not shared with workers.

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The Startup Market in 2026: Capital, Constraints, and Survival
Sindhu Kashyap Sindhu Kashyap

The Startup Market in 2026: Capital, Constraints, and Survival

The next phase of the startup economy will be shaped less by technology and more by constraint. This article looks at how capital concentration, enterprise procurement, AI operating costs, and regulation are reshaping startup survival across the US, India, and the Middle East.

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