Krishna

• Cybersecurity stocks experienced a rally following comments from IBM CEO Arvind Krishna regarding shifts in corporate spending. • Speaking with CNBC's Sara Eisen, Krishna revealed that several major deals were paused toward the end of the quarter as businesses re-evaluate their budgets. • This trend highlights a broader strategic pivot where companies are rethinking how to allocate funds, specifically shifting focus toward AI integration.

• S Krishnan, Secretary of MeitY, urged the United States to ensure continuous and reliable access to AI technology to prevent abrupt cutoffs that could jeopardize critical Indian projects. • During the Pax Silica Summit, Krishnan emphasized the need to build diversified and resilient supply chains across the entire AI stack, including semiconductors and data center infrastructure. • The discussions focused on securing energy availability and developing AI models and applications that provide broad societal benefits.

• S Krishnan, Secretary of MeitY, urged the United States to ensure reliable and continuous access to AI technology to prevent abrupt cutoffs that could jeopardize critical Indian projects and digital infrastructure. • During the Pax Silica Summit, Krishnan emphasized the need for both nations to build diversified and resilient supply chains across the entire AI stack, including semiconductors and data center infrastructure. • The collaboration aims to address essential requirements such as energy availability, the development of AI models, and data usage mechanisms to ensure technology benefits society at large.