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ELECTRICITY DEMAND FROM DATA CENTRES
Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...11 Jun, 2026, 11.59 AM IST- Inside Jamnagar: How Meta and Reliance are building India’s AI infrastructure backboneMeta and Reliance Industries are expanding their partnership beyond connectivity to build an AI-enabled data centre in Jamnagar, Gujarat, m...11 Jun, 2026, 10.50 AM IST
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...11 Jun, 2026, 09.15 AM IST
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...09 Jun, 2026, 07.40 PM IST
- Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...08 Jun, 2026, 01.53 PM IST
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...08 Jun, 2026, 10.33 AM IST
- Inside Switzerland’s massive underground flow battery that could power 210,000 homes for a day without lithium-ion cellsSwitzerland is building a massive underground energy storage facility, set to be one of the world's largest, by 2029. Utilizing advanced va...06 Jun, 2026, 05.13 PM IST
- STT Global acquires 3.5-acre land parcel in Navi Mumbai for Rs 282 croreSTT Global Data Centres India has bought a 3.48-acre industrial property in Navi Mumbai's Mahape for Rs 282 crore. This strategic acquisiti...05 Jun, 2026, 08.28 PM IST
- France's data centre ambitions bump up against rural fearsA huge AI data centre is planned for Fouju, France. This project brings hope for jobs and money to the small village. However, residents wo...05 Jun, 2026, 06.55 PM IST
- France's data centre ambitions bump up against rural fearsA massive AI data centre planned for the small French village of Fouju is creating a divide. While proponents see economic benefits and job...05 Jun, 2026, 04.15 PM IST
- Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...05 Jun, 2026, 10.58 AM IST
- The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...05 Jun, 2026, 01.27 AM IST
- India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...04 Jun, 2026, 02.46 PM IST
- Growing role of SMRs for defence manufacturing and data centre operationIndia's growing defence and data centre sectors face a critical need for reliable power. A recent policy dialogue explored Small Modular Re...04 Jun, 2026, 10.49 AM IST
- Experts highlight growing role of SMRs for defence manufacturing and data centre operationIndia's defense production and data center sectors face a critical power supply constraint. A recent policy dialogue highlighted Small Modu...04 Jun, 2026, 08.12 AM IST
- EU plans energy standards for data centres amid concerns over soaring power useThe European Union is set to introduce minimum energy efficiency standards for data centres. This move comes as data centre power consumpti...03 Jun, 2026, 06.51 PM IST
- STMicro lifts data centre revenue goals on AI demand, shares hit 25-year highThe Franco-Italian chipmaker's shares rose as much as 10% to €65.21 per share, their highest since September 2000. They were up 8.4% as o...02 Jun, 2026, 01.34 PM IST
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