India’s AI boom runs through a strand of glass

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In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The Fiber Optics Powering India’s AI Boom We’ll cover: How optical fiber cables are made and where the value lies in the manufacturing process. Why AI data centres are driving demand and boosting STL and HFCL’s business. How China’s control over germanium supply could affect costs, margins, and future growth. 2. Who Really Gains From India’s Push for Maize Ethanol?…