AI Boom Set to Double Data Centre Electricity Demand by 2030: What It Means for India Inc.

With AI adoption surging globally, the International Energy Agency (IEA) projects that electricity consumption by data centres could more than double by 2030—posing both a challenge and an opportunity for India’s power and tech infrastructure. The AI-Data Power Conundrum Data centres, the backbone of AI, cloud, and digital services, are becoming energy-intensive hubs. As AI models grow larger and more compute-hungry, their power requirements are skyrocketing. Globally, data centre electricity usage could hit 1,000 terawatt-hours—rivalling the annual consumption of entire mid-sized nations. Implications for Indian Industry India, with its digitally driven economy and cost-effective talent pool, is a natural hub for data centre expansion. But this will strain existing grids and accelerate the need for sustainable energy solutions. Companies Poised to Benefit

and : With expertise in renewables and infrastructure, they are well-positioned to supply clean energy to power-hungry data hubs. Waaree Energies and Borolex: Solar and hybrid energy players expected to play a key role in greening data centre operations. L&T and : Key infrastructure and fibre-optic enablers for building efficient data centres and high-speed connectivity. , , and : As Indian IT giants increase AI adoption, their own demand for secure, energy-optimized data infrastructure will rise. Insight: The AI revolution is not just a tech narrative—it’s a power and infrastructure story. Countries and companies that can scale digital infrastructure sustainably will gain a clear edge. For Indian investors, this signals opportunity in green energy, infrastructure, and digital transformation plays. The future is electric—and data-driven. Is your portfolio aligned with this power shift? Source: The Hindu No Recommendations