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Data Centre

BS Manthan 2026: How AI is forcing a green rethink for data centres

As AI drives power-hungry data centres, experts urge India to embed renewable and green norms into its data centre policy to ensure sustainable digital growth

Updated On: 24 Feb 2026 | 11:39 PM IST

The data centre rush: India must ensure that investment is sustainable

There are reasonable questions that must be asked alongside this understandable enthusiasm. The availability of water and electricity, for example, looms large in any discussion on data centres

Updated On: 24 Feb 2026 | 9:57 PM IST

AI-led data centre boom lifts power demand in western, southern India

Year-on-year power demand has risen about 3 per cent, led by AI-driven data centres and GCC clusters in southern and western India, signalling higher peak electricity needs in 2026

Updated On: 24 Feb 2026 | 6:00 PM IST

AI forcing a rethink on data centre needs, say experts at BS Manthan

GPU-led AI workloads are increasing data centre power use up to tenfold, forcing companies to rethink energy sourcing, efficiency, and long-term renewable power strategies

Updated On: 24 Feb 2026 | 4:06 PM IST

Sterlite Technologies zooms 90% in 1 month; why telecom stock in demand?

As on Q3FY26, STL's open order book stood at ₹5,325 crore, and a robust order pipeline provides strong revenue visibility and reinforces growth outlook for the year, the management said.

Updated On: 23 Feb 2026 | 11:58 AM IST

India can emerge as key APAC data hub, must leverage renewables: Deloitte

India has the potential to emerge as a key data centre hub in the Asia Pacific region, provided it can resolve complex power and grid challenges and align renewable integration with rapid digital growth, according to a Deloitte report. While India accounts for nearly 20 per cent of global data consumption, it hosts less than 5 per cent of the world's data centres, underscoring significant headroom for expansion, said Debasish Mishra, Chief Growth Officer, Deloitte South Asia, dwelling on details of the report brought out at India AI Impact Summit. India, he said, has a "rare structural opportunity" to emerge as one of the world's leading data centre hubs. Structural advantages such as lower construction and land costs, competitive power tariffs and a large AI-skilled workforce position the country favourably. Policy support is also strengthening, with Budget 2026-27 proposing a tax holiday until 2047 for foreign companies offering cloud services globally from India, along with ...

Updated On: 22 Feb 2026 | 11:51 AM IST

Rich Insights from Grant Thornton’s tax expert

In this session, Richa Sawhney, Partner – Tax, Grant Thornton Bharat talks about the new tax rules, business implications and gives tips to students aspiring to be in tax advisory roles

Updated On: 20 Feb 2026 | 4:55 PM IST
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Power stocks in demand: ABB, Siemens, Hitachi, Torrent soar up to 8%

According to Hitachi Energy, the Union Budget lays out a strong roadmap for technology-led growth with higher public capital expenditure and a clear push for AI data centers and advanced manufacturing

Updated On: 20 Feb 2026 | 12:34 PM IST

India may attract $200 bn in data centre investment by 2030: Deloitte

Deloitte says India could see transformative data centre growth supported by policy and renewables, but warns that power supply, grid stability and planning gaps may constrain expansion

Updated On: 19 Feb 2026 | 6:58 PM IST

RIL smartly deploying cash war chest to ride AI boom; analysts remain bullish

Meanwhile, at the bourses, in the last one year, RIL stock has outperformed the market by rising nearly 17 per cent compared to the 12 per cent rise in the Nifty 50 index, data shows

Updated On: 19 Feb 2026 | 1:46 PM IST

Tata Group, OpenAI announce partnership to build 100 MW data centre

Tata Group and TCS join hands with OpenAI to set up a 100 MW AI data centre in India, scale enterprise AI adoption and enable industry-specific solutions globally

Updated On: 19 Feb 2026 | 10:19 AM IST

Tata signs OpenAI as 1st customer for data centre under Stargate initiative

The deal is a major boost for TCS, which in a strategic shift last year ‌disclosed plans to invest up to $7 billion in a 1 gigawatt data centre unit in India

Updated On: 19 Feb 2026 | 9:25 AM IST

L&T, NVIDIA partner to build sovereign gigawatt-scale AI factory in India

L&T and NVIDIA have announced a venture to build sovereign, scalable gigawatt-scale AI factory infrastructure, supporting India's digital transformation and the IndiaAI Mission

Updated On: 18 Feb 2026 | 5:38 PM IST

AI Impact Summit: Age-based social media curbs on table, says Vaishnaw

Ashwini Vaishnaw said the government is in talks with social media firms on an age-based ban for children and deepfake controls, as AI investments near $200 billion and GPU procurement scales up

Updated On: 18 Feb 2026 | 12:21 AM IST

AM Group starts development of $25 billion AI data centre project in UP

AM AI Labs said that it has received land for the first two phases of its 1 GW AI data centre in Uttar Pradesh, with 350 MW capacity planned by 2028 and full commissioning targeted by 2030

Updated On: 17 Feb 2026 | 1:05 PM IST

India's AI moment: Summit can pave the way for accountable AI at scale

As AI adoption accelerates, India's AI Impact Summit aims to shape global rules, attract capital, and offer a Global South alternative to US- and China-led models

Updated On: 15 Feb 2026 | 11:10 PM IST

India's data centre sector isn't fully sovereign as AI debate deepens

Soaring hardware investment masks deep platform dependence. True sovereignty requires moving beyond physical ownership to domestic control of technology

Updated On: 15 Feb 2026 | 10:13 PM IST

PM Modi to inaugurate bridge over Brahmaputra, NE data centre in Assam

Prime Minister Narendra Modi will on Saturday unveil a range of projects in Assam, including a bridge over the Brahmaputra River and a data centre for the northeastern region. Modi reached the state on a day-long visit to inaugurate an emergency landing facility (ELF) at Moran and launch projects worth over Rs 5,500 crore. The projects aim to boost connectivity, strengthen digital infrastructure, promote higher education and enhance public transport, officials said. The PM will inaugurate Kumar Bhaskar Varma Setu across the Brahmaputra in Guwahati, built at a cost of around Rs 3,030 crore. The six-lane extradosed Prestressed Concrete (PSC) bridge will connect Guwahati with North Guwahati and is the first extradosed bridge in the Northeast. It will cut travel time between Guwahati and North Guwahati to just seven minutes. Presently, only the Saraighat Bridge in Jalukbari area connects the two banks of the Brahmaputra in the capital region, with the travel time taking around 30 ...

Updated On: 14 Feb 2026 | 1:05 PM IST

Nvidia likely to lease data centre funded by $3.8 billion junk-bond sale

Nvidia is set to lease a Nevada data center financed by a $3.8 billion junk-bond sale, underscoring the borrowing surge tied to AI infrastructure

Updated On: 13 Feb 2026 | 4:44 PM IST

US leads in top 100 defence firms, China marks rise

The 2024 Sipri data suggests that Indian companies have a lot of catching up to do in arms revenues

Updated On: 10 Feb 2026 | 4:55 AM IST