India’s AI boom runs through a strand of glass
· 22 min · Episode 601
Episode India’s AI boom runs through a strand of glass
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The Fiber Optics Powering India’s AI Boom
We’ll cover:
• How optical fiber cables are made and where the value lies in the manufacturing process. • Why AI data centres are driving demand and boosting STL and HFCL’s business. • How China’s control over germanium supply could affect costs, margins, and future growth.
2. Who Really Gains From India’s Push for Maize Ethanol?
We’ll cover:
• Why India is shifting ethanol production towards maize and rice. • How ethanol pricing affects farmers, distilleries, and the poultry industry. • Why cheaper ethanol for oil companies does not always mean lower production costs or higher profits for distilleries.
Audio Timestamps
00:04 Intro 00:31 The fiber optics behind India’s AI boom 12:00 Who wins from maize ethanol? 19:56 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/
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