{"id":1032360,"date":"2026-09-01T07:57:26","date_gmt":"2026-09-01T02:27:26","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1032360"},"modified":"2026-09-01T08:09:14","modified_gmt":"2026-09-01T02:39:14","slug":"the-hidden-ai-play-2-indian-stocks-with-rs-44500-cr-in-orders-are-riding-the-american-ai-buildout","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/09\/01\/the-hidden-ai-play-2-indian-stocks-with-rs-44500-cr-in-orders-are-riding-the-american-ai-buildout\/","title":{"rendered":"The hidden AI play: 2 Indian stocks with Rs 44,500 cr in orders are riding the American AI buildout"},"content":{"rendered":"<p>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. <\/p>\n<p>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-1032360","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1032360"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032360\/revisions"}],"predecessor-version":[{"id":1032366,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032360\/revisions\/1032366"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1032360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1032360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1032360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}