EVs & Mobility • 7 min read

The EV Paradox: Why Charging Booms As Auto Sales Crash

US electric vehicle sales collapsed 40% in late 2025, sending legacy luxury automakers into a panic. But underneath the hardware recession, the infrastructure layer is experiencing an unprecedented boom driven by 5.8 million existing drivers.

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India's $200 Billion "Neutral" AI Bluff

India is marketing itself as the democratized, neutral AI hub for the Global South, aiming for $200 billion in data center investments. But a look at the tenant list reveals a different story: U.S. tech giants are using Indian territory and subsidies to build data havens to regulatory launder AI.

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The Ban That Broke the Build Pipeline

Trump's government-wide ban on Anthropic threatens far more than a $200 million contract. The real weapon is the "supply chain risk" designation, which would force every defense contractor in America to rip Claude out of their developer tools overnight.

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