Whalesbook
Global AI Ka Tadka Aur India Ke Chip Plans
Dekho, jab duniya bhar mein AI ka craze badh raha hai na, toh India bhi peeche kaise reh sakta hai? OpenAI ko hi dekho, unki latest funding round $122 billion ki hui hai, jisme company ki valuation $852 billion ho gayi! Isme Amazon, Nvidia jaise bade players bhi shaamil hain. Gartner ka kehna hai ki 2026 tak global AI spending $2.52 trillion tak pahunch jayega, jo 44% zyada hai. Nvidia khud Marvell Technology mein $2 billion laga raha hai AI chips ke liye.
Aur India ka bhi apna alag plan hai! Finance Ministry ne India Semiconductor Mission 2.0 (ISM 2.0) ke liye ₹1 lakh crore se zyada approve kar diye hain. Yeh pehle wale ISM 1.0 ke ₹76,000 crore se kaafi zyada hai. Aim hai ki hum bhi chip design aur manufacturing mein aage badhein, taaki import par nirbharata kam ho.
Energy Prices Ka Tension Aur Market Ka Bounce
Yeh rally aise hi nahi hui. March ke end mein aur April ki shuruaat mein energy prices kaafi high thi. Brent crude $101.71 ke aas paas aur WTI crude $98.68 ke aas paas tha. Isse ATF prices 115% tak badh gayin. Aur haan, Oil Marketing Companies (OMCs) LPG par kaafi loss utha rahi hain. Government ko lagta hai ki FY27 mein LPG ka under-recovery ₹314 billion tak ja sakta hai.
US Se Thodi Trade Friction Bhi
Bas itna hi nahi, India ko US Trade Representative ne phir se 'Priority Watch List' mein daal diya hai intellectual property (IP) issues ko lekar. Yeh US-India trade mein purani problem hai, jo future mein tech transfer aur investment ko thoda affect kar sakti hai.
Aage Kya Ho Sakta Hai?
Toh overall, markets global AI boom aur India ke semiconductor ambition se chal rahe hain, par energy prices aur US ke saath IP waali tension ko nazarandaaz nahi kar sakte. Dekhte hain aage kya hota hai, par filhaal toh AI aur chips ka jadoo dikh raha hai!