The Source Signals
The rapid expansion of AI is turning data centres into a major new electricity load, with global power demand from the sector projected to rise 500% by 2040.
TL;DR - OpenAI Gears up for Deal-Making as Capital Shifts Towards Scale
OpenAI’s senior deal hire, US infrastructure consolidation, India’s incumbent-led acquisitions and quiet GCC capital flows all point to the same shift: tech is moving from experimentation to institutional control.
The trust infrastructure race: how Dataiku wants to make agentic AI shippable
AI agents are moving into regulated, high-stakes workflows. Dataiku’s AI Factory Accelerator with NVIDIA is a bid to make them traceable, controllable, and ready for production.
ServiceNow reportedly in talks to acquire cybersecurity firm Armis for $7B
The reported $7bn deal would be one of ServiceNow’s largest acquisitions and signals continued consolidation around security as an enterprise workflow.
One Nervous System: When a Startup Can’t Breathe Without the Founder
Founder syndrome is what happens when a company outsources accountability upward. It’s measurable, predictable, and fixable - if you treat it as design, not drama.
Less Hype, More Power: The New Rules Showing Up in Today’s Tech News
From SpaceX’s record private valuation to public-market pushback on AI and new state bets on quantum, today’s news shows where capital still flows—and where scrutiny is rising.
The AI Gold Rush Has a Hidden Kingmaker
OpenAI, Anthropic and their peers may be the miners, and NVIDIA the shovel seller—but the quiet force shaping the entire boom is ASML, the Dutch firm whose machines make cutting-edge chips possible. Yet as computing scales, a second kind of kingmaker is emerging inside enterprises: the governance systems that decide whether AI can be trusted at all.
Veeam’s Securiti AI Buyout Signals a New Category: Trusted Data Platforms
The Securiti AI acquisition signals a market shift: resilience, governance and AI trust are converging into one platform as companies demand proof, not promises, about data safety.
Magic8 Pro: HONOR’s Bid to be the 5.5G-Ready Night Shooter of Choice
HONOR’s Dubai launch cast the Magic8 Pro as a future-proof flagship – pairing a 5.5G-ready radio with AI night photography and a 7,100mAh battery in a price band dominated by Samsung and Apple.
du and China Telecom Global sign MoU on UAE smart-nation telecom projects
The agreement sets a framework for cooperation on video systems, connected-car platforms, autonomous networks, roaming and e-SIM services as both operators expand work tied to the UAE’s smart-nation agenda.
Aster’s Two-Speed Healthcare Bet: Can One Operator Run Digital in Weeks and Hospitals in Decades?
Aster DM Healthcare is building something rare in global healthcare: a system that can run at two incompatible speeds. One engine pushes AI-driven behaviour change in days; the other expands clinical capacity over decades. Together, they reveal a company betting that Gulf healthcare will need both.
TL;DR: Why Microsoft’s $17.5B India Bet and the Gulf’s AI Buildout Matter Right Now
A day of signals mapping the next decade: Microsoft’s $17.5B AI commitment to India, deepening US–India cooperation, and the Gulf’s push into data centres, robotics, and sovereign-backed venture capital.
TL;DR: AI bubble fears, debt-heavy funding and the rise of the Global South
From Bridgewater Founder, Ray Dalio’s warning on an AI bubble to MENA’s debt-driven rounds and India–Africa growth, capital is rotating, not disappearing. The centre of gravity for tech is shifting, and founders in India, MENA and Africa are suddenly much closer to the action.
The Invisible Upgrade - The $17M Infrastructure Bet Behind Your New Phone
Revibe’s latest $17 million round is not about another shopping app – it is about building the refurbishment rails for emerging markets, turning “used” phones into a trusted, warranty-backed default for price-conscious, sustainability-minded buyers.
UAE’s ruya becomes first Islamic bank to offer in-app Bitcoin trading
By adding Bitcoin to its app as a long-term investment product rather than a trading toy, ruya is testing a different way for banks to handle volatile assets. Behind the scenes, its partnership with Fuze offers a blueprint for how regulated institutions around the world could plug digital assets into their existing stacks without becoming full-on crypto exchanges
IBM bets $11 billion that real-time data will decide the AI race
The $11 billion Confluent deal is IBM’s bet that the real AI advantage won’t come from bigger models, but from owning the real-time data pipes inside large enterprises.
The Startup Catching the Pieces: How Letswork Is Rewiring Office Space
Born as a hack for bad café Wi-Fi in Dubai, Letswork has morphed into an asset-light workspace infrastructure layer spanning the UAE, Saudi Arabia, and Egypt - just as hybrid work, AI and real-estate volatility force companies to rethink what “office” even means.
Three VC Worlds, One Year: How the US, India and MENA Are Funding the Future
Global venture capital no longer moves through a single cycle. In 2025, the US, India and MENA are running three different experiments in funding the future – hyper-concentrated AI bets, disciplined domestic growth and sovereign-backed, debt-heavy plays.
From Pit Wall to Production Line: Confluent’s F1 Experiment
Visa Cash App RB uses Confluent to move telemetry in real time between the car, edge, and cloud. BMW is using the same platform to stream more than a billion events a day through its factories. What happens when a race team and an automaker share a data nervous system?
The Age of Engineered Anticipation
It turns out the "like" button isn't the villain. Uncovering the quiet, intimate loop of expectation that keeps us checking empty feeds and phantom vibrations every five minutes of our waking lives.
Why Female Fusion Works: The System Behind a Community Success
Most communities collapse under the weight of emotional labour or vague value propositions. Female Fusion didn’t. It engineered structure, trust, and tangible ROI — proving that belonging is powerful, but only when paired with operational discipline.
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