As a condition of US chip-export approvals, G42 and Saudi Arabia's Humain had to phase out Huawei equipment (MEI). Fractionova's inference: suppliers should expect origin questions about their own components too.
https://t.co/KnsQgFltUC
#AI#AgenticAI#SovereignAI@fractionova
India's data centres: about 1.5 GW in 302 sites (2025), an announced 2032 pipeline of about 17 GW in about 350. (MoEF&CC study, Sept 2026). A pipeline is not demand. @fractionova
https://t.co/uTiM47OJaL
#AIInfrastructure#AICompute#DataCentres#AI#AgenticAI
PwC: South Asia named a top-three growth region by 24% of automotive executives today, 45% by 2030. Expectations, not market forecasts.
@fractionova: qualify the entry route.
[https://t.co/XSiANWaHSg](https://t.co/ChsA2sKtq2)
#AutomotiveAI#AI#AgenticAI
US voters decided 41 local data-centre measures on 3 Nov, and 40 went against the industry (CNBC count). @fractionova Demand for compute hasn't gone. Local consent has. India and the UAE can both gain, if power and water are settled first.
https://t.co/uTiM47OJaL
Leads fill a pipeline. Commitments move capital.
Opportunity Intelligence, as @fractionova uses the term, is not lead scoring. A market entry, partnership or investment has to be qualified before capital moves.
https://t.co/PNWa2NLENY
#AI#AgenticAI
Deloitte's illustration: AI development in the hundreds of thousands, robots and facility changes in the millions. 58% of companies use physical AI; 18% to a moderate extent or more. The software is the cheaper part. @fractionova
https://t.co/xIk8XF23Yw
#AI#AgenticAI
Iveco is now part of Tata Motors, in 20 seconds: ~89.42% held, €14.40 a share in cash, Turin HQ kept. A squeeze-out or delisting may follow.
Follow the supply chain, not the stake. @fractionova#AI#AgenticAI
Establish your next position in motorsport.
A championship entering a new country. A venue seeking international events. An engineering business looking for its customer. An expression of interest is an input, not an answer.
https://t.co/SGDBp6g5Dk
India's electric car exports, Apr–Jun FY2026-27: US$369.0m, against US$22.2m a year earlier. More than sixteen times in a year.
Volumes: 15,962 vehicles vs 1,309.
The more useful questions are where they went, and where they came from. (1/4)