South Asia Investor Review

As the war enters 12th day, both the Israeli and the US militaries are using AI to accelerate decision-making, analyzing vast amounts of intelligence data for generating targets, and optimizing logistics, shifting toward AI-enabled command structures to maintain battlefield superiority. Almost all major US AI data center operators have signed contracts to provide AI tools and services to both the Pentagon and the IDF. This arrangement has not gone unnoticed by the Iranians who are now targeting  AI data centers  in the Middle East.  Data Centers in Gulf States. Source: Bloomberg Last week, three data centers operated by AmazonWeb Services (AWS), two in the United Arab Emirates and one in Bahrain, were struck by Iranian drones or missiles. The attacks forced the facilities offline and led to service outages affecting banking, payments, delivery apps, and enterprise software across the region, according to a  Fortune  magazine report.  The U.S. military uses ...

President Donald Trump joined Israel in yet another war of choice in the Middle East last week. Polls conducted in the United States immediately after the start of the Iran war show that the majority of Americans do not support it.  A YouGov snap poll fielded Saturday — the day of the strikes — found 34% of Americans approve of the U.S. attacks on Iran, with 44% disapproving and 22% unsure. A CNN poll done soon after found that 59% of Americans disapprove of the war.  59% of Americans Disapprove of the Iran War. Source: CNN It appears that President Trump has caved in to pressure from the Israelis to go to war against Iran, a fact confirmed by US Secretary of State Marco Rubio. In answer to a question, Rubio essentially admitted that Israel forced the US into war with Iran. 'There absolutely was an imminent threat,' Rubio said. 'And the imminent threat was that we knew that if Iran was attacked (by Israel), and we believed they would be attacked, that they would immedia...

The bonhomie between Israeli Prime Minister Netanyahu, an indicted war criminal, and Indian Prime Minister Narendra Modi, accused of  killing thousands of Muslims , was on full display this week in Israel. Both leaders committed to supporting the Afghan Taliban regime which is accused of facilitating cross-border terrorist attacks by the TTP in Pakistan. Mr. Modi was warmly welcomed by Mr. Netanyahu as a "brother". “You are a great friend of Israel, … Narendra. You are more than a friend. You are a brother,” Netanyahu told Modi when both leaders addressed the Israeli parliament in Jerusalem on Wednesday. In response, Mr. Modi said, “India stands with Israel, firmly, with full conviction, in this moment, and beyond" He was silent on the continuing  genocide in Gaza , where the Israeli military has killed more than 72,000 Palestinians since October 2023. Currently, India is Israel’s largest weapons buyer, sending billions of dollars into Israel’s defense industry ...

The India AI Impact Summit 2026, held at Bharat Mandapam in New Delhi, has been marred by chaos, confusion and deception. The events on the ground have produced unintended media headlines for India's Prime Minister Narendra Modi who wants to be seen as the " vishwaguru " (teacher of the world) in the field of artificial intelligence as well. First, there was massive chaos on the opening day, with long lines and sudden unannounced evacuation of exhibitors and attendees from the show floor for several hours. This, the Indian government said, was done for "VIP" security, a euphemism for Mr. Modi's "photo op" as he walked the venue halls alone for the benefit of the cameras for self-promotion. Mr. Modi then declared that "India is not just a part of the  AI revolution , but is leading and shaping it". To support such claims, an Indian University presented a "robodog" bought from China as its "innovation", a blatant lie tha...

Why did Pakistan's decision to boycott the India-Pakistan match in solidarity with Bangladesh in this year's T20 World Cup send shockwaves around the world? And why did it trigger the International Cricket Council's and other cricket boards' urgent efforts to persuade Pakistan to return to the match? The reason has a lot to do with its massive financial impact, estimated to be as much as $500 million in this tournament alone. The ICC projects an average annual revenue of roughly $600 million in the current cycle from 2024 to 2027. The international cricketing body calls India, England and Australia " The Big Three " in the current revenue sharing formula. The reality is that India and Pakistan are "The Big Two" in terms of their revenue contributions from ICC events.  The current dispute arose when the ICC, currently headed by the Indian Home Minister Amit Shah's son Jay Shah, replaced Bangladesh by Scotland in the 2026 ICC Men’s T20 World Cup a...

Worldwide demand for the JF-17 fighter jet, jointly developed by Pakistan Aeronautical Complex (PAC) and China’s Chengdu Aircraft Industry Group (CAIG), is  surging . It is attracting buyers in Africa, Asia and the Middle East. At just $40 million a piece, it is a combat-proven flying machine with no western political strings attached. It has enormous potential as the lowest-cost 4.5 generation fighter jet featuring AESA radar, enhanced electronics, and superior weapons systems.  Pakistan PFX Concept Fighter. Source: Raksha Anirveda In addition to the Pakistan Air Force, it is currently deployed by the air forces of Azerbaijan, Myanmar and Nigeria. Multi-billion dollar orders are in the pipeline from several countries, including Saudi Arabia, Libya and Sudan. Bangladesh is reportedly negotiating to purchase JF-17s in the near future. These orders are not just one-time purchases; they include service and training contracts, as well as spare parts and future upgrades. The US-bas...