
TRM SIGNALS
NVIDIA's Biggest Threat Isn't What You're Thinking Right Now !
Imagine building an AI model that needs thousands of powerful chips. You have the engineers, the data and the customers, but there is one problem: almost everyone wants computing power from the same company. That company is Nvidia. Its GPUs have powered the AI boom, helping companies train large language models and run AI applications. But the industry is beginning to explore other options. On October 27, 2026, The Information reported that OpenAI plans to purchase Google’s Tensor Processing Units (TPUs). On the same day, Google and Oracle announced a partnership to bring TPUs to Oracle Cloud from 2027. For Google, this is an opportunity to turn its custom-built chips into a much bigger business. For Nvidia, it means something else: its biggest customers are exploring alternatives. And the competition is no longer just about who makes the fastest chip. A GPU and a TPU can both accelerate AI workloads, but they approach the job differently.
Sanidhya Agarwal2026-11-13

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“I’m Not in Danger. I Am the Danger.” India’s Counter-Drone Industry Is Responding.
Imagine a drone approaching a sensitive military installation. It may be small and inexpensive, but detecting it, identifying its intent and stopping it can require an entire network of sensors and defence systems. As Walter White says in Breaking Bad , “I’m not in danger. I am the danger.” In drone warfare, the problem is that the threat may cost relatively little, while the response can be considerably more expensive. India’s counter-drone industry is working to change that equation. DRDO, Bharat Electronics Limited (BEL) , established defence manufacturers and startups are developing indigenous technologies to detect, disrupt and neutralise hostile drones. The challenge is no longer simply to shoot one down. It is to know what is approaching, decide how dangerous it is and respond in time. Before a drone can be stopped, it has to be found. Different technologies help identify different aspects of the threat: Radar: Detects and tracks aerial objects.
Sanidhya Agarwal2026-10-23

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India Is Building a Green Energy Corridor. Because Apparently, the Grid Has Other Plans.
“ India can build solar parks, wind farms and ambitious renewable-energy targets. But when the electricity has nowhere to go, even the sun can’t save the situation.” Picture a solar farm on a bright afternoon. Panels are doing their job. The sun is cooperating. Electricity is being generated, and somewhere, a spreadsheet is celebrating another milestone in India’s clean-energy transition. Then the grid hits a bottleneck. The electricity cannot be transmitted where it is needed, or the system cannot absorb all the power being generated at that moment. Some renewable energy may have to be curtailed. Congratulations. You have successfully generated clean electricity that cannot be fully used. “It’s done bro . Except it isn’t.” Because generating electricity is only half the job. The other half is getting it to the people, factories and cities that need it, and making sure it is available when they need it. That is the problem India’s Green Energy Corridor Phase III is trying to solve.
Sanidhya Agarwal2026-10-14

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DeepVerse: India’s DeepTech Avengers Have Assembled
“Avengers, assemble!” Captain America last said it in Avengers: Endgame when the heroes arrived for their final battle. The film returned to theatres last month, and looking at Startup Policy Forum’s DeepVerse announcement, I could almost imagine someone leaving the cinema with an idea for Indian deeptech. SPF has launched DeepVerse , a Centre for DeepTech Innovation , with an 18-member advisory board of investors, founders, policymakers, academics and global-tech leaders. If SPF is new to you, it is an industry alliance representing more than 75 Indian tech companies with a combined valuation of over $100 billion . It helps founders bring their problems to the people shaping the rules they work under. It was founded by Shweta Rajpal Kohli , a former journalist who later led public-policy work at Sequoia Capital India, Salesforce and Uber. She now heads SPF as its president and CEO. For DeepVerse, she has brought together quite a team.
Sanidhya Agarwal2026-10-07

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Elon Musk vs. India: Can Starlink Survive the World’s Cheapest Internet Market?
Elon Musk’s Indian Expansion Has Arrived. The Bureaucracy, Apparently, Has Not Been Briefed. I was sitting on my couch, casually scrolling through the Venice Film Festival highlights, fully expecting the usual cinematic high-browing. Instead, I found myself reading about Ashley St. Clair dropping absolute conversational thermonukes about Elon Musk in Alex Gibney’s new four-hour documentary, Musk . Now, look. I knew Elon was busy. The man is simultaneously managing space exploration and behaving like an online Godfather on X. According to St. Clair, Musk once texted her that he wanted a “legion of children before the civil war” . She also alleged that his team offered her a $40 million NDA concerning their child, which she declined. Naturally, the story generated plenty of internet drama: pronatalism, apocalypse predictions and the world’s richest man trying to keep an intensely personal story private. Whatever one makes of it, Musk clearly seems comfortable thinking in unusually large numbers, whether we are talking about children, companies or rockets.
Sanidhya Agarwal2026-09-15

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Robotics is here. Deployment Era Begins!
Transformers, Iron Man and Doraemon. They all have something in common! All of them show us technology that interacts with us like any other human and have certain capabilities that can beat the average human being at most of the tasks. Ok, let’s simply call them robots. Even last year such things felt like a distant dream. Though most of us heard news of rapid investments in this technology, having such entities around you still felt an event of the future. But today we have videos of robots breaking Usain Bolt’s world record in China, assembling factory parts relentlessly, dancing at an inauguration event of a shop in Kerala and yes, participating as a contestant in India’s Got Latent! There are multiple companies around the globe working to create robots that solve our day-to-day problems, but today I want to talk about a company which has created a massive disruption in this industry globally and disclosed a $100M annual revenue run rate, only 10 months after their first commercial deployment.
Sanidhya Agarwal2026-09-11

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How to Kill a Drone?
Earlier, drones had a fairly respectable and harmless place in my imagination. They appeared at weddings, hovered over the bride and groom, and produced cinematic videos that nobody except the couple watched more than once. Slightly irritating? Yes. A national security problem? Not really. Then, at around 1:40 a.m. on 27 June 2021, that understanding flew over the wall of Jammu Air Force Station. Two explosives, believed to have been delivered by drones, detonated minutes apart. One tore through the roof of a building while the other exploded in an open area. Two Air Force personnel suffered minor injuries. By military standards, the physical damage was small. But India had just witnessed its first reported drone attack on a military installation. A machine associated with marriage reels had entered modern warfare! That is where our story begins: If stopping one cheap drone was difficult, what happens when the sky sends fifty?
Sanidhya Agarwal2026-09-02

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AI medicine needs better data not smarter models
Looksmaxxing is slowly becoming the new buzzword in town. People are going to gyms, running half marathons, doing pilates and yoga to become a fitter and healthier version of themselves. It’s a good thing, isn’t it? Though the trend is more pronounced in Bangalore, as someone spread the rumour that VCs now take into account your face card to decide how much money they would be pouring on you. I was not moved much by this trend until recently, while swiping profiles on my Hinge account, I noticed an eerie pattern. Every third girl was mentioning a ‘fitness enthusiast’ as their preferred partner. Feeling the gravity of the situation, I went out to my nearest gym and took their 6-month membership. Now, it’s 3 months into the gym I can confidently say that I was not made for all this stuff. I have been seeing the transformation reels of various people, but nothing looked like a possible reality for me.
Sanidhya Agarwal2026-08-21

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Indian compressors require some serious expansion!
Last summer, my air conditioner stopped cooling on what felt like the hottest afternoon of the year. The technician opened the outdoor unit, stared at it for ten seconds and announced, “Compressor gaya hai.” I nodded seriously, as educated people often do when they understand absolutely nothing but do not want the repairman to know. Until then, I had never really thought about what a compressor actually was. The compressor is actually the machine’s. It squeezes the refrigerant, raises its pressure and keeps it moving through the system so that heat can be carried from inside your room to the outside world. The fan moves air; the compressor moves heat. Without it, your expensive AC is just a large white box making unwanted noises. But the compressor hiding inside our ACs (I have a window AC) also hides a much bigger story. India sold roughly 12 to 14 million room air conditioners in 2025.
Sanidhya Agarwal2026-08-19

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My experiments with Claude!
Yesterday I was token-maxxing my Claude Pro subscription to make a website for one of my projects.
During the conversation, I noticed Claude repeatedly losing the context of the project and giving contradictory answers to many of my questions. Yes, I had implemented all the hardcore advice of X tech gurus! The Claude md file, prompt architecture, and skills were all in place.
Sanidhya Agarwal2026-07-29

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The Partnership That Built Every Great Nation
Let me tell you a story. There once lived two friends wealth and knowledge on a small island. Both went to school together, played together and did their homework together too. The whole village gave an example of their friendship. Whenever one of them went missing at any large village gathering, the people would say, “You look incomplete without the other.” Their childhood went like this, slow and happy. But soon they turned adults and started going to college.
Sanidhya Agarwal2026-07-22

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When will India catch its Rockets?
The air was tense. People were looking at cluttered sheets of paper for answers, some were googling and using claude but none was able to find one. AC was working at 22 degree celsius, yet you could see people sweating, because their leader wanted an answer as soon as possible.
Sanidhya Agarwal2026-07-15

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Sam vs Elon: Endgame for OpenAI?
I was watching Captain America: Civil War yesterday and the airport fight had just ended. I was watching that movie for the third time because I loved its plot. Two people who started together with a common mission eventually split up and start fighting like the worst of enemies. While the movie progressed, owing to my low attention span, I opened X and found this:
Sanidhya Agarwal2026-07-12

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Open vs Closed: The Battle for AI’s Brain
Believe me or not, opening and closing of a lot of things have been the center of debates and fights this year. First and foremost which comes to everyone’s mind is of course….Mr. President’s mouth.
Sanidhya Agarwal2026-07-01

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AI AI everywhere, no one left to think!
The year is 2040, and I am sitting in a park outside my small cottage somewhere in Uttarakhand, living with my wife and one dog and living off the wealth we created while side hustling in our 20s.
Sanidhya Agarwal2026-06-17