Good morning!
Today’s tech headlines reflect shifts in global chip policy, AI partnerships, startup dynamics in India, and major defense contracts. We’re seeing more countries push for self-reliance in semiconductors, big moves in how platforms use AI, and the Indian startup ecosystem weathering a tighter funding environment. Let’s dive in.
Top Headlines
U.S. Eyes 1:1 Domestic Chip Manufacturing Ratio
The Biden/Trump administration is planning to mandate that chipmakers manufacture in the U.S. a quantity of semiconductors equal to what their customers import. Firms that don’t meet the ratio may face tariffs. Reuters-
Meta in Talks to Use Google’s Gemini for Ad Tech
Meta is reportedly discussing with Google Cloud to leverage Google’s Gemini models (and potentially fine-tune them) to enhance its ad targeting and ad delivery systems. Reuters -
India’s Startup Funding Down 23% Year-on-Year
Between January and September 2025, Indian tech startups raised US$7.7 billion, a drop of about 23% from the same period in 2024. Nevertheless, India remains the world’s third-largest funded market behind the U.S. and U.K. The New Indian Express
In parallel, India has now become the 3rd largest tech startup ecosystem globally, bolstered by the creation of new unicorns and sustained investor interest. The Hans India -
Congress Probes Big U.S. Firms on H-1B Hiring Amid Layoffs
U.S. lawmakers have asked leading tech and financial firms (e.g. Apple, Amazon) to explain why they are hiring via H-1B visas while also cutting jobs domestically. The move comes amid rising scrutiny of foreign tech talent utilization. Reuters -
General Dynamics Secures $1.5B IT Deal for U.S. Strategic Command
General Dynamics has landed a multiyear modernization and AI-integration contract (base + options) worth $1.5 billion to support the U.S. STRATCOM. Reuters -
AI Investment Storm: Is There a Bubble?
A Breakingviews column warns that the flood of capital flowing into AI might be forming a speculative bubble. While data centers and compute are getting massive investment, returns may be harder to realize. Reuters -
India Could Become an AI Hub due to H-1B Squeeze
With stricter U.S. visa policies, experts believe India has a chance to attract back its overseas tech talent (reverse brain drain) and position itself more centrally as an AI innovation hub. mint -
Japan Launches $550B Investment Facility under U.S. Trade Deal
Japan’s finance ministry is setting up a funding facility via a state bank to support overseas investments in semiconductors, energy, shipbuilding, and strategic sectors under a recent U.S.–Japan tariff deal. Reuters -
India, NASA-ISRO Radar Satellite Delivers First Images
The NISAR (NASA-ISRO Synthetic Aperture Radar) satellite has sent its first radar images of Earth’s surface, marking a milestone in India’s Earth observation capabilities. U.S. Embassy in India -
Kerala Launches Hi-Tech Manufacturing Framework
Kerala’s Industries Minister announced a new “Hi-Tech Manufacturing Framework” aiming to turn the state into a hub for smart manufacturing, testing, R&D, and certification, especially for SMEs and global tech centers. The Times of India -
Telangana to Inaugurate 65 Advanced Technology Centres on Sept 27
Telangana is opening 65 ATCs across the state to deliver industry-relevant courses in robotics, EV, 3D printing, IoT, and automation via converted ITI infrastructure. The Times of India
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