The hidden AI play: 2 Indian stocks with Rs 44,500 cr in orders are riding the American AI buildout

Artificial Intelligence has not only created a supply bottleneck for memory chips but is now creating a power problem. JLL estimates the global data centre capacity to almost double from 103 gigawatts (GW) in 2025 to 200 GW by 2030. Meeting this demand could require up to $3 trillion of investment.

At the same time, data centre electricity consumption is expected to rise 26% in 2026 alone. The bottleneck is pushing developers to look beyond the grid. In the US, data centre projects are increasingly being paired with gas-fired power plants to secure reliable electricity. The US gas power project pipeline has surged sharply in 2026 as AI drives demand for dedicated power.