{"id":1047797,"date":"2026-11-07T08:45:40","date_gmt":"2026-11-07T03:15:40","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1047797"},"modified":"2026-11-07T10:06:58","modified_gmt":"2026-11-07T04:36:58","slug":"google-meta-apple-and-a-rs-4300-cr-order-book-2-stocks-powering-indias-ai-boom","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/11\/07\/google-meta-apple-and-a-rs-4300-cr-order-book-2-stocks-powering-indias-ai-boom\/","title":{"rendered":"Google, Meta, Apple and a Rs 4,300 cr order book: 2 stocks powering India\u2019s AI boom"},"content":{"rendered":"<p>India\u2019s growing ambition to become a global AI and data centre hub is driving new electricity demand. However, powering these facilities requires more than conventional power capacity. A data centre needing 1 GW of continuous power may require 3 GW each of wind and solar capacity, along with 2.5 GW to 3 GW of battery energy storage systems. <\/p>\n<p>The estimated investment for this setup is around \u20b940,000 crore. India currently accounts for just 2.3% of the global AI data centre and compute factory market. As global technology companies expand their compute infrastructure, demand for renewable power and supporting electrical infrastructure is expected to rise.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>India\u2019s growing ambition to become a global AI and data centre hub is driving new electricity demand. However, powering these facilities requires more than conventional power capacity. A data centre needing 1 GW of continuous power may require 3 GW each of wind and solar capacity, along with 2.5 GW to 3 GW of battery energy storage systems. The estimated investment for this setup is around \u20b940,000 crore. India currently accounts for just 2.3% of the global AI data centre and compute factory market. As global technology companies expand their compute infrastructure, demand for renewable power and supporting electrical infrastructure [&hellip;]<\/p>\n","protected":false},"author":1,"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-1047797","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\/1047797","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1047797"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1047797\/revisions"}],"predecessor-version":[{"id":1047818,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1047797\/revisions\/1047818"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1047797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1047797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1047797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}