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India's AI race: Why building infrastructure matters more than chatbots

Industry experts say the next stage of AI development in India will depend on investments in compute infrastructure, data centres, energy, and connectivity

India's AI race: Why building infrastructure matters more than chatbots
Updated On : 30 Jun 2026 | 8:01 AM IST

AI's hidden footprint: Ambitions must be matched by resource planning

The challenge is that many of the states attracting these investments are already grappling with water stress and rising electricity demand

AI's hidden footprint: Ambitions must be matched by resource planning
Updated On : 29 Jun 2026 | 10:07 PM IST

Is India's data centre boom keeping pace with disaster preparedness?

The Tata data centre fire has shifted the focus from building capacity to ensuring resilience as India's digital infrastructure scales up

Is India's data centre boom keeping pace with disaster preparedness?
Updated On : 29 Jun 2026 | 2:11 PM IST

AI-driven data centres accelerate electricity demand: Capgemini report

AI-driven data centres are making electricity demand harder to predict, with utilities turning to AI to optimise grids and manage rising power needs

AI-driven data centres accelerate electricity demand: Capgemini report
Updated On : 26 Jun 2026 | 10:21 PM IST

Larsen & Toubro gains 2%, rallies 11% in two weeks; what's driving stock?

Looking ahead, L&T's management expects sustained demand across infrastructure, hydrocarbon, renewables, power T&D, power capabilities and water treatment in both domestic and international.

Larsen & Toubro gains 2%, rallies 11% in two weeks; what's driving stock?
Updated On : 25 Jun 2026 | 1:21 PM IST

Sterlite Tech hits 5% upper circuit on QIP launch; zooms 495% in 6 months

Sterlite Technologies plans to raise up to ₹1,500 crore through the QIP route. Recently, Bandhan Mutual Fund sold 1.82 million equity shares of STL in open market trade.

Sterlite Tech hits 5% upper circuit on QIP launch; zooms 495% in 6 months
Updated On : 25 Jun 2026 | 12:54 PM IST

Tata Delhi data centre fire sparks data loss fears; Google Cloud disrupted

A fire at a Delhi data centre disrupted Google Cloud services and raised fears of major data loss for enterprise customers across India

Tata Delhi data centre fire sparks data loss fears; Google Cloud disrupted
Updated On : 24 Jun 2026 | 9:57 PM IST

Kolkata's revival depends on urban reform and revival, not industry alone

A revitalised Kolkata can once again become both the heart of the state and the growth engine of eastern India

Kolkata's revival depends on urban reform and revival, not industry alone
Updated On : 23 Jun 2026 | 10:24 PM IST

Alpha Wave Global gets CCI nod to acquire stake in Bharti Airtel's Nxtra

Fair trade regulator CCI on Tuesday approved US-based Alpha Wave Global's proposed stake purchase in Nxtra Data, the data centre and cloud services arm of Bharti Airtel. Alpha Wave Global is acquiring a stake through Alpha Wave Ventures II, LP, a private equity fund co-managed by the alternative asset manager. The Competition Commission of India (CCI) said it has cleared the proposed deal. "CCI approves acquisition of certain shareholding in Nxtra Data Limited by Alpha Wave Ventures II, LP," the competition watchdog said in a post on X. In March this year, Bharti Airtel announced that its subsidiary Nxtra Data has secured USD 1 billion investment led by Alpha Wave Global, Carlyle and Anchorage Capital. Bharti Airtel, which will also participate in the investment round, will continue to retain a controlling stake in Nxtra. As part of the acquisition deal, Alpha Wave Global will invest USD 435 million, with the rest to be infused by Carlyle, Anchorage Capital and Airtel. After the

Alpha Wave Global gets CCI nod to acquire stake in Bharti Airtel's Nxtra
Updated On : 23 Jun 2026 | 10:17 PM IST

New products may bridge Kirloskar Oil's valuation gap with Cummins India

KOEL's push into high-horsepower engines, data centres and exports could support growth and help narrow its valuation discount to market leader Cummins India

New products may bridge Kirloskar Oil's valuation gap with Cummins India
Updated On : 22 Jun 2026 | 10:48 PM IST

UP eyes 9% of India's data centre capacity with ₹4.9 trn investment

Uttar Pradesh aims to attract ₹4.9 trillion in investments and emerge as a major data centre hub, backed by AI-focused, green digital infrastructure

UP eyes 9% of India's data centre capacity with ₹4.9 trn investment
Updated On : 22 Jun 2026 | 9:02 PM IST

RMZ plans $35 bn investment push, targets up to 3 GW data centre capacity

The real estate and investment firm is in advanced talks on three projects that would take its data centre capacity beyond 1 GW, with additional land acquisitions planned to support future growth

RMZ plans $35 bn investment push, targets up to 3 GW data centre capacity
Updated On : 19 Jun 2026 | 12:23 PM IST

We want to be part of India's growth story: Meta's Santosh Janardhan

Meta sees India as a key hub for AI-driven infrastructure growth, with its upcoming Jamnagar data centre reflecting a long-term investment strategy

We want to be part of India's growth story: Meta's Santosh Janardhan
Updated On : 19 Jun 2026 | 7:00 AM IST

RR Kabel zooms 82% thus far in FY27; Motilal Oswal sees more upside

In the past one month, the stock price of RR Kabel surged 21 per cent, as against 2.5 per cent rise in the BSE Sensex.

RR Kabel zooms 82% thus far in FY27; Motilal Oswal sees more upside
Updated On : 18 Jun 2026 | 3:29 PM IST

Canada Pension Plan Investment Boards invests up to ₹7,000cr in CtrlS

Partnership includes an 8.2 per cent stake acquisition and a joint venture to develop hyperscale datacenter campuses across India amid rising AI and cloud demand

Canada Pension Plan Investment Boards invests up to ₹7,000cr in CtrlS
Updated On : 17 Jun 2026 | 11:40 PM IST

Jio IPO details, data centre strategy: Expectations from RIL's 49th AGM

RIL's annual report, according to CLSA, highlights the company's ambition to leverage AI offerings, plans to expand data centre capacity, along with progress in new energy.

Jio IPO details, data centre strategy: Expectations from RIL's 49th AGM
Updated On : 17 Jun 2026 | 10:40 PM IST

The cloud has sound: The unrelenting and unseen cost of AI boom

The boxy industrial facilities house thousands of servers and chips to process billions of operations daily and store vast amounts of data

The cloud has sound: The unrelenting and unseen cost of AI boom
Updated On : 17 Jun 2026 | 10:03 PM IST

UN warns data centres to consume 1.3 billion people’s worth of power by 2030

AI is transforming the world—but at what cost? By 2030, data centres could consume more electricity than many countries and use enough water to meet the annual needs of 1.3 billion people.

Icon YoutubeUN warns data centres to consume 1.3 billion people’s worth of power by 2030
Updated On : 15 Jun 2026 | 3:26 PM IST

Best of BS Opinion: When access becomes power

From AI access and workforce disruption to economic reform and market opportunities, this edition explores how nations and industries navigate narrowing gateways

Best of BS Opinion: When access becomes power
Updated On : 15 Jun 2026 | 6:15 AM IST

Best of BS Opinion: Why PM Modi must leave the past behind and look ahead

From China's bid to expand the renminbi's global role to India's data centre boom, Narendra Modi's next challenges and Pope Leo XIV's views on AI, here's the best of BS Opinion

Best of BS Opinion: Why PM Modi must leave the past behind and look ahead
Updated On : 13 Jun 2026 | 6:15 AM IST