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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:
- 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.
- 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
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