Nilesh Jasani

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

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

To survive the next decade, we must torch our own playbooks before the market does

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

The crisis is just getting started – and could escalate quickly