Finance Minister Nirmala Sitharaman has announced the setting up of an Infrastructure Risk Guarantee Fund in the Budget 2026, a move aimed at easing financing bottlenecks and reviving stalled ...
Infrastructure investing has lately become almost synonymous with the buildout of artificial intelligence. But for Sadek Wahba, founder and general manager of I Squared Capital, a $55 billion ...
The rationale was straightforward: Avoid building depreciating infrastructure, convert fixed costs into operating expenses, and rely on hyperscalers for scale and reliability. That model remains ...