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Deep & Emerging Tech·September 10, 2026·1 min read

Visa's Plan for India's Payment Future

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Visa leaning into agentic commerce and tokenization in India shows global networks are adapting to a world where 'card' is just one of many payment surfaces. If you serve Indian consumers, design for orchestration across UPI, tokens, and embedded agents rather than assuming plastic is the anchor.

Deep & Emerging Tech

Positron, which is designing an AI processor called Asimov with a "memory-first architecture" and up to 2.3TB of memory, raised $875M at a $5B valuation

An $875M bet on a 2.3 TB “memory-first” AI chip is a direct response to memory bandwidth, not flops, being the choke point in frontier training. If you’re planning multi-year model roadmaps, you now have to assume the hardware stack will bend around memory locality and capacity, not just raw compute.