Part III – The Infrastructure Arms Race: Giga-Scale Economics By Bhanu Nallagonda, Cofounder, Ogha Technologies March ‘26 If the economics of AI are abstract, the physical manifestation of the industry in 2025 is concretely, overwhelmingly massive. The race to AGI has morphed into a race for gigawatts. The era of the megawatt data centre ended …
Category Archives: Artificial Intelligence
The State of AI
Part I – The Model Landscape: The Frontier of Reasoning By Bhanu Nallagonda, Cofounder, Ogha Technologies March ‘26 The relentless march of model performance continued in 2026, but the metric of success shifted irrevocably. In previous years, the vibe of a model was its fluency, creativity and the ability to hold a conversation was the …
The State of AI – Fears, Opportunities and the Promise
By Bhanu Nallagonda, Cofounder, Ogha Technologies March ‘26 The Age of Autonomy, The Infrastructure of Gigawatts and The Paradox of Intelligence As the AI related voices and noise grew louder and louder, I felt it is pertinent to sit down, take a hard look at it and assimilate the progress so far and figure out …
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