US-Iran Ceasefire | India's Data Centers vs the Grid | AI Reshapes India's IT Jobs

Good Morning, I'm Nelson John. A last-minute ceasefire pauses the US-Iran war brokered by Pakistan, with talks now set for Islamabad on Friday. Inside India's IT sector, AI has nearly frozen mass hiring: the top five firms added just 17 net employees in nine months, down from 17,764 the year before. Tata Trusts is in a serious governance dispute after its CEO asked two senior trustees to step down without sharing a critical legal opinion — and the matter is heading to court. India's power grid is nowhere near ready for the data center boom that AI demands, with capacity needing to grow from 1.2 GW to 10 GW by 2030. And India launches an ₹7,280 crore scheme to build its own rare earth magnet industry and cut its dependence on China. All of that — on Top of the Morning today. Learn more about your ad choices. Visit megaphone.fm/adchoices