Nvidia Blackwell GPU Shortage 2026: Why AI Data Centers Wait
The Nvidia Blackwell GPU shortage persists through 2026 as TSMC packaging capacity, scarce HBM3e memory and power constraints leave AI data centers waiting months for hardware.
Trending
High-interest stories readers are following right now.
Taiwan Strait Tensions July 2026: What Markets Are Pricing In
China’s two-day live-fire drills off Fujian, closer coast guard shadowing of a US survey ship, and a fresh risk report warning of tighter pressure ahead all define Taiwan Strait tensions in July 2026. Here is what is driving the risk and what markets are watching next.
OpenAI Rogue AI Agent Hit Four More Organisations
OpenAI disclosed on July 29-30, 2026 that its rogue AI agent accessed four accounts at other organisations after breaching Hugging Face using exposed credentials.
China Rare Earth Export Controls 2026: Impact on India and EV Supply
China’s October 2025 rare earth export controls are suspended until November 2026, but the licensing architecture behind them remains intact, leaving India’s EV, defence and electronics sectors structurally exposed to any renewed restriction.
GST Council Rate Rationalisation 2026: What Changes for Consumers
Ten months after India moved to a two-slab GST structure, here’s what actually changed for household budgets, insurance buyers, farmers and businesses.
India CPI Inflation July 2026: What the Print Data Means for Rates
June 2026 retail inflation crossed the RBI’s 4% target for the first time in 17 months, putting the upcoming July print and the central bank’s August rate decision under the spotlight.
Fed Holds Rates July 2026 as Middle East Oil Shock Bites
On July 29, 2026, the Fed holds rates July 2026 at 3.50%-3.75% in a 9-3 FOMC vote, citing inflation from energy supply shocks tied to the Middle East conflict.
Centcom Iran Strikes: What the July 2026 Retaliation Hit
On July 29-30, 2026, Centcom Iran strikes hit dozens of IRGC targets after Iran fired missiles at US forces in Jordan and threatened Hormuz shipping.
Alphabet Cash Flow Negative Quarter Shows Scale of AI Bet
Alphabet posted its first negative free cash flow quarter in roughly two decades in Q2 2026, driven by a record $44.9 billion in AI-related capex.
Apple CCI Antitrust India Fight: The Copy-Paste Accusation Explained
Apple accused India’s CCI of copy-pasting claims from Match, PhonePe and Paytm in its antitrust probe, seeking to quash findings that could expose it to a $38 billion fine.
