ELECTRICAL INFRASTRUCTURE IN DATA CENTRES
AI workloads push data centres to upgrade fire and cooling systems
Data centres are significantly upgrading fire safety, cooling, and electrical systems following a recent Google Cloud incident. The surge in AI computing power, with AI racks costing millions, necessitates enhanced protection for these critical digital assets. Operators are investing in advanced fire suppression, robust power, and efficient cooling to prevent costly disruptions.
Big corporates plug into electric trucks as rising diesel and logistics expenses drive a rethink
Indian companies are rapidly investing in electric trucks. This shift is driven by fluctuating diesel prices and a focus on sustainability. Major firms like Ultratech Cement and Vedanta are expanding their electric fleets. Manufacturers report a surge in corporate interest. Electric truck registrations are soaring, indicating growing acceptance and deployment across various sectors.
Amazon leveraging own charging infrastructure to grow electric delivery fleet in India
Amazon is relying largely on charging infrastructure at its own delivery stations to power its growing electric vehicle fleet in India, even as it works with partners to expand charging networks and greener transport options.
Why Google is investing millions in electricians, welders and pipefitters in the age of AI
Google is investing $50 million through Google.org to train over 300,000 American workers for skilled trades like electrical work and welding. This initiative aims to address the growing demand for physical infrastructure to support AI and cloud computing, highlighting the critical role of tradespeople in the digital economy.
Karnataka CM Shivakumar points to migration pressure on Bengaluru, seeks Centre’s support
Bengaluru's Chief Minister DK Shivakumar has requested additional infrastructure funding from the Centre. The city's status as India's technology hub attracts significant migration, straining its resources. Karnataka seeks Central support for a rapid rail network connecting Bengaluru with neighbouring cities. The state contributes over 40% of India's services exports and is a leader in technology and innovation.
Americans wary of AI-driven data center boom, Reuters/Ipsos poll shows
Americans are not happy with the fast building of data centers for AI. Most people do not want these centers in their neighborhoods. They worry about higher electricity bills and job losses. This issue is important for voters ahead of the upcoming elections. Fourteen states are looking at pausing new data center projects.
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MTAR Tech shares crash 9% after 280% rally in a year. What’s spooking investors today?
MTAR Technologies shares fell sharply after its key client, Bloom Energy, saw its stock tumble in the US market following the suspension of a major data centre project. The facility was expected to be powered by 900 MW of Bloom Energy fuel cells alongside grid electricity. The selloff in MTAR comes despite the stock rallying more than 280% over the past year.
Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 others
As rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational reset. The brokerage initiated coverage on JSW Energy with an ‘Outperform’ rating and a Rs 720 target, while assigning ‘Neutral’ ratings to Adani Power and Adani Energy Solutions. NTPC emerged as its top sector pick, with a revised target price of Rs 480.
Inside Jamnagar: How Meta and Reliance are building India’s AI infrastructure backbone
Meta and Reliance Industries are expanding their partnership beyond connectivity to build an AI-enabled data centre in Jamnagar, Gujarat, marking a major step in India’s AI infrastructure journey. The collaboration underscores India’s growing role as a global AI hub while placing sustainability and renewable energy at the centre of the next wave of digital growth.
Meta partners with Reliance to set up its first data centre in India
Meta Platforms is significantly boosting its India investments with a new 168 MW data center in Jamnagar, Gujarat, in partnership with Reliance Industries. This facility will support Meta's global AI infrastructure and is powered by renewable energy. Additionally, Meta has expanded its renewable energy collaboration with Clean Max to over 900 MW, developing new solar and wind projects across India.
Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacity
Meta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data center in Gujarat. This facility will support Meta's global AI needs. Additionally, Meta is expanding its renewable energy partnership with CleanMax. This collaboration will add over 900 MW of solar and wind power capacity.
Meet Jayshree Ullal: Top-ranked Indian-origin woman on America’s richest self-made list with $6.8 billion net worth
Jayshree Ullal, ranked No. 7 on Forbes' America's Richest Self-Made Women list with a $6.8 billion net worth, has become a pivotal figure in internet-networking infrastructure. Her strategic vision, technical depth, and leadership at Arista Networks, which she transformed from a startup with no revenue into a cloud powerhouse, underscore her remarkable success in the tech industry.
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 computing have seen major gains. Experts question if earnings can justify current valuations. Investors are now focusing on the sustainability of these high stock prices. The AI opportunity remains strong, but careful stock selection and valuation discipline are crucial.
Railways clears Rs 163-crore traction upgrade on Bengaluru-Tumakuru route
Indian Railways is upgrading the electric traction system on the Bengaluru to Tumakuru rail route. This Rs 163 crore project will boost capacity and efficiency. The upgrade will allow for more trains and heavier freight. It will also improve the reliability of the electric system. This move supports smoother movement of passengers and goods across southern India.
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies
Global demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to persist for years as artificial intelligence (AI) adoption accelerates, according to a report by Jefferies.
Inside Switzerland’s massive underground flow battery that could power 210,000 homes for a day without lithium-ion cells
Switzerland is building a massive underground energy storage facility, set to be one of the world's largest, by 2029. Utilizing advanced vanadium flow technology, it will store 2.1 GWh of renewable electricity, capable of powering 210,000 homes daily. This strategic project aims to stabilize European power grids and support a new AI data center.
Sika targets growth from China renovation market, global data centres
Sika has re-calibrated its business model there, originally very heavily focused on new-build projects, to also focus on the renovation business, especially in already almost saturated markets such as Shanghai, Beijing and Guangzhou.
STT Global acquires 3.5-acre land parcel in Navi Mumbai for Rs 282 crore
STT Global Data Centres India has bought a 3.48-acre industrial property in Navi Mumbai's Mahape for Rs 282 crore. This strategic acquisition supports the growing demand for digital infrastructure. The site in the TTC Industrial Area offers access to power and connectivity.
France's data centre ambitions bump up against rural fears
A huge AI data centre is planned for Fouju, France. This project brings hope for jobs and money to the small village. However, residents worry about environmental damage and disruption. The facility will consume vast amounts of power. Local groups question its economic value against the significant impact. The debate highlights the growing tension between digital advancement and community well-being.
France's data centre ambitions bump up against rural fears
A massive AI data centre planned for the small French village of Fouju is creating a divide. While proponents see economic benefits and job creation, residents fear environmental disruption, pollution from backup generators, and significant power consumption. The project, funded by international investors, promises millions in tax revenue but raises concerns about its "extraordinary" scale.
Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030
AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infrastructure capacity. The investment, backed by Blackstone and CPPIB, aims to support India's growing cloud and artificial intelligence needs. This significant development is expected to create thousands of jobs and boost India's global standing in technology.
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 Group well-positioned to capitalize on this growth. India's data centre industry is expected to expand rapidly. Rising electricity demand, driven by heatwaves and digital infrastructure needs, supports this outlook. Further upside is anticipated for Adani Power.
The hidden shortage threatening the AI boom - how to prepare for what comes next
AI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed for data centers. As AI demand surges, reliable and affordable energy is becoming a critical constraint, forcing companies to rethink infrastructure and secure long-term power contracts. This energy challenge is reshaping AI strategy and deployment.
India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says Bernstein
India’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 Bernstein. The brokerage sees Adani Group and Reliance Industries as best positioned to benefit, citing their access to land, power infrastructure and transmission networks.
Growing role of SMRs for defence manufacturing and data centre operation
India's growing defence and data centre sectors face a critical need for reliable power. A recent policy dialogue explored Small Modular Reactors (SMRs) as a solution. Experts highlighted SMRs' potential for clean, uninterrupted electricity, crucial for mission-critical operations and energy security. Addressing cost, regulation, and safety are key for wider adoption of this technology.
Experts highlight growing role of SMRs for defence manufacturing and data centre operation
India's defense production and data center sectors face a critical power supply constraint. A recent policy dialogue highlighted Small Modular Reactors (SMRs) as a solution for reliable, clean, and uninterrupted electricity. Experts discussed SMRs' role in energy transition, strategic resilience, and mission-critical infrastructure, while also addressing deployment challenges.
EU plans energy standards for data centres amid concerns over soaring power use
The European Union is set to introduce minimum energy efficiency standards for data centres. This move comes as data centre power consumption is projected to more than double by 2030. These standards aim to manage the growing energy demand and support Europe's clean energy goals. The EU is also developing a sustainability label for these facilities.
AI paints a pretty infra picture
The global AI race is shifting focus from models to infrastructure, power, and sovereign ecosystems, with energy efficiency becoming a key competitive advantage. Enterprises are prioritising robust infrastructure, security, and talent to support AI adoption, which is still in its early stages but poised for significant growth.
Sterling & Wilson bets big on Indian data centre boom
India's data centre industry is a major growth area for Sterling & Wilson. The company is increasing investments and expanding operations. Its data centre unit's order book is growing rapidly. The generator business also benefits from data centre demand. Sterling Green is boosting manufacturing capacity to meet this rising demand.
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