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India Adjusts EV Manufacturing Incentives After Tesla’s Exit

India is revamping its electric vehicle (EV) incentive policy to attract broader automaker participation after Tesla abandoned its plans for local manufacturing earlier this year. The revised scheme will now extend benefits to automakers producing EVs at existing factories, in addition to those building new plants, aiming to accelerate domestic EV production.

The original policy, launched in March, offers a significant tax reduction for automakers investing $500 million or more in EV production. Import taxes, which can reach up to 100%, are slashed to 15% for up to 8,000 EVs annually, provided that at least 50% of components are sourced locally.

The updated policy allows automakers to count investments in EV production lines within existing facilities toward the $500 million threshold, as long as they meet local sourcing criteria. New factories can include machinery costs for EV production even if the equipment is used for other vehicles. Automakers must also meet minimum revenue targets from EV sales to qualify for these benefits.

Toyota, Hyundai, and Volkswagen have expressed interest in the revised policy but have sought clarifications. Toyota asked if investments in separate assembly lines within multi-powertrain plants would qualify, while Hyundai queried whether R&D expenses could be included in the investment total. The government clarified that R&D costs will not count, but investments in charging infrastructure remain under discussion.

India plans to finalise the policy by March 2025, reflecting its aim to establish the country as a major hub for global EV manufacturing while addressing automaker concerns and ensuring fair participation.

Cloudflare Sets New Default To Separate Search Crawlers From AI Bots

Cloudflare has drawn a sharper line between traditional search and artificial intelligence.

Beginning September 15, 2026, the company will change its default settings to block so-called mixed-use crawlers from pages that run ads, unless a site owner chooses otherwise. The policy applies to new Cloudflare customers, new sites created by existing customers, and all current free customers.

A Clearer Divide In Web Access

The shift could materially reshape how AI companies collect web data for model training and agentic products. Cloudflare’s central argument is straightforward: most publishers want their content to remain visible in search and accessible through certain AI services, but they do not want that same material repurposed without compensation.

In Cloudflare’s view, the problem is not crawling itself. It is the blending of three different functions: search, agentic use, and training into a single bot that makes it difficult for website owners to set meaningful boundaries.

The Google Question

Cloudflare pointedly referenced the “world’s largest search engine,” an unmistakable nod to Google, arguing that it has access to roughly twice as much information as rival AI companies because it makes it harder for customers to stay discoverable without also being used for AI.

Google has disputed that framing. The company offers Google Extended, a crawler setting that lets publishers opt out of having content used for training and AI products such as Gemini apps and Vertex AI, without affecting visibility in Google Search. At the same time, Googlebot still crawls for Search and for AI-powered features such as AI Overviews and AI Mode.

Publishers Want Reach, Not Exploitation

Matthew Prince, Cloudflare’s co-founder and chief executive, said the company is moving quickly because the internet is now dominated by machine traffic.

“Now that the majority of traffic on the Internet is non-human, we must go further and act faster so that a sustainable ecosystem can emerge,” Prince said, referring to the recent milestone in which bots surpassed human traffic online sooner than expected.

Prince added that Cloudflare’s tools and partnerships are designed to give publishers more visibility and commercial leverage, while also rewarding AI companies that are transparent about how they use content.

From Pay Per Crawl To Pay Per Use

Cloudflare has increasingly positioned itself as a gatekeeper for publishers looking to assert control in the AI era. The company already offers tools to block AI bots, along with a marketplace called Pay Per Crawl, which lets websites charge AI systems for scraping.

That framework is now expanding into Pay Per Use, which Cloudflare says will allow publishers to charge AI companies when content creates value, not merely when it is fetched. In practical terms, that shifts the economics from extraction to monetization.

Cloudflare says the move may also reduce waste. Its data suggests more than half of crawl traffic from AI bots is spent revisiting pages that have not changed, consuming bandwidth and compute without adding fresh value for either side.

Early Partners Signal The Commercial Model

To launch the new system, Cloudflare is working with Ceramic.ai and You.com. Under the opt-in model, publishers can be paid when their content appears in Ceramic’s AI search results or when You.com accesses premium material.

Cloudflare says other AI companies can adapt the model to fit their own products. The broader message is clear: the era of unrestricted crawling is giving way to one in which access, attribution, and compensation are increasingly negotiated rather than assumed.

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