Rs 2.9 lakh crore desalination opportunity: 2 unlikely stocks riding the AI and chip boom
What do semiconductors, Artificial Intelligence, data centres and green hydrogen have in common? They all need enormous amounts of water. And as India builds capacity in these emerging industries, water is quietly becoming a new infrastructure bottleneck.
A single semiconductor fab can consume up to 10 million gallons of ultra-pure water every day. Hyperscale data centres can use 3-5 million gallons daily, with water demand from the sector growing at 25-35% annually. Green hydrogen adds another layer, requiring only 15-25 litres of ultrapure water to produce 1 kg of hydrogen. This creates a new opportunity beyond traditional municipal water infrastructure.
