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In today’s newsletter:

• India urges Apple to source more components locally
• Nvidia, Dell chiefs push for more AI investments
• Bengaluru rains trigger WFH for Cognizant, Infosys

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While US President Donald Trump is pushing Apple to "make in America," India is quietly laying out a red carpet, with a key component being a Rs 23,000 crore incentive scheme, to keep the iPhone maker hooked to its expanding base in the country.

India is nudging Apple to scale up its local value addition, targeting a jump from 10% to at least 35–40%—as part of its strategy to deepen electronics manufacturing.

• The government wants all electronics and handset makers to hit 35–40% under the new Electronics Components Manufacturing Scheme (ECMS)

Apple is engaging Indian and global suppliers to tap the Rs 23,000 crore ECMS and scale up local sourcing of key components.

• The company is urging its partners to apply for the scheme and localise production currently based in China

Apple and its partners are also expanding ties with state governments in Tamil Nadu, Karnataka, and Telangana to secure local incentives and land.

• Foxconn has started making AirPods at its Hyderabad plant; its new Bengaluru facility will begin assembling iPhones soon

• Hon Hai (Foxconn’s subsidiary) said it will pump in $1.5 billion into its India ops as production shifts away from China

Find out more

What happens in Vegas doesn’t stay in Vegas...at least when it comes to AI.

At Dell Tech World 2025, two titans of tech, Nvidia’s Jensen Huang and Dell Technologies’ Michael Dell, laid out their vision for the future of enterprise AI.

The Nvidia CEO highlighted a massive market ripe for disruption: over 5,00,000 enterprises still relying on legacy IT infrastructure.

"So it stands to reason for 5,00,000 enterprise companies around the world, which have built their IT and data centres over the last 30 years -- are built in the old way and it needs to be somehow brought into the world of AI," Huang said.

This, he stressed, marks “the single biggest platform shift” the tech industry has ever seen.

Meanwhile, Michael Dell called AI “the operating system of the world,” predicting it will add $15 trillion to global GDP by 2030. 

“We’ll soon see the world invest more than a trillion dollars in AI...That is a well-justified investment,” he said.

Huang was in conversation with Michael Dell, who reiterated their long-standing partnership. Last year, the two launched the Dell AI Factory, a full-stack AI solution combining NVIDIA’s compute muscle with Dell’s infrastructure expertise.

Dell also announced an expansion of its AI Factory offerings: 

“We are introducing the next generation of AI-optimised servers, the Dell PowerEdge XE9780L and 9785L. Each holds eight B300 accelerators with four times faster training of LLMs and 11 times more brain-fencing and direct-to-chip computing, supporting 256 GPUs in a single round, Dell said.

He added that Dell PowerEdge servers also support the latest NVIDIA RTX Pro 6000s. Purpose-built for physical and agentic AI like robotics and digital twins with eight GPUs in a four-unit chassis.

Cloud over commute, engineers back to the cloud.

With record-breaking rains flooding Bengaluru’s tech corridors, IT majors Cognizant and Infosys have asked employees to work from home instead of reporting to their submerged office gates.

• While Cognizant mandated WFH on May 20, Infosys offered the option on May 21, following a Yellow alert issued by the meteorological department forecasting more downpour
  
  
• Meanwhile, L&T Technology Services left the decision to individual teams, without a formal WFH directive

Though there’s no confirmation from other IT and tech companies, it is understood that most have lenient work-from-home policies—except TCS, which has mandated a five-day work week.

Bengaluru recorded nearly 240 mm of rain over two days, turning tech hotspots like Koramangala, HSR Layout, and Manyata Tech Park into waterworlds.

• Underpasses were shut, flyovers waterlogged, and bus services suspended, leaving hundreds of engineers stranded– some stuck mid-commute, others forced to turn back from water-filled tech parks.
  
  
• The Bengaluru police also shut down the Hosur Road expressway, home to major companies such as Infosys and Biocon.

Photos and videos of flooded office entrances and commuters wading through waist-deep water quickly flooded social media as well.

The city’s already stretched infrastructure buckled under the deluge, reviving longstanding criticisms about poor urban planning and neglected drainage systems.

• Political leaders urged tech firms to allow WFH, and Deputy CM DK Shivakumar promised long-term fixes, noting that such flooding is not a new occurrence. 

Dig deeper

• Microsoft is expanding AI access on its Azure cloud platform by integrating xAI’s Grok models from Elon Musk’s venture, marking a shift away from exclusive reliance on OpenAI despite remaining its largest investor.
  
  
• Nvidia CEO Jensen Huang reaffirmed the company’s strong ties to Taiwan by announcing a new Taipei headquarters and an AI supercomputer powered by 10,000 Blackwell chips, amid rising global demand and geopolitical tensions. 

Imagine a world not where AI replaces us, but where it partners with us. 

The Co-Intelligence Revolution charts this bold new era of collaboration between human and artificial intelligence. 

Through over a hundred vivid real-world examples—from L’Oréal’s inclusive beauty tech to India’s Digital Public Infrastructures—this book reveals how co-intelligence is reshaping industries, societies, and daily living. 

Check it out  

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