Google and Meta are reportedly building large data centres in Vizag, but questions are rising over whether the local power grid can handle the load. As hyperscale demand approaches, planners and utilities must align upgrades, timelines, and capacity—before growth turns into grid strain and costly delays for everyone involved.
India’s data centres are expanding, and with them comes a quiet demand for reliable power. A fleet of older, gas-based plants—often neglected and underutilised—could find a renewed role. But whether they actually power Digital India hinges on unglamorous realities: policy signals, gas and power pricing, and political will to make the economics work.
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Tata Consultancy Services is shifting fast in the AI race. After layoffs and a slimmer bench, it has made its largest-ever acquisition, Coastal Cloud, for $700 million, and launched an AI-focused data-centre JV with TPG. The move signals a strategic reversal as TCS tries to catch up with the AI acquisitions it previously avoided.
Australia’s Firmus has raised $505 million to scale its AI infrastructure platform across the Asia-Pacific region. The funding will also back Project Southgate, a plan to create a network of AI factories in Australia. Developed with Nvidia and CDC Data Centres, the initiative is projected to grow to as much as 1.6 gigawatts of capacity over the next three years.
Nokia’s CEO says Europe is losing ground in AI data-centre build-out, citing thin investment and infrastructure gaps that make it harder for companies to scale locally. He warns firms may shift toward the more adaptive AI ecosystems in the US and China, while pointing to persistent regulatory hurdles and energy supply constraints as major bottlenecks.
AI startup Nava has raised $22 million in a round led by Greenoaks Capital, with participation from RTP Global and Unicorn India Ventures. The funding will boost its GPU compute and AI data centre capacity and support hiring. Nava is shifting from a software-led GPU cloud to a vertically integrated model, selling infrastructure like GPU-as-a-service and bare-metal compute to enterprises building AI.
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U.S. chipmaker Marvell plans a major ramp-up in India hiring and research to power rising global AI infrastructure demand. Its India workforce of about 1,700 people is set to grow around 15% annually for the next three years, as the company expands collaborations with hyperscalers and local firms while India’s data centre footprint accelerates.
Digital Realty Trust raised its annual core funds from operations and revenue forecasts, citing sustained strength in demand for data center services. The company linked the momentum to the accelerating AI boom, which is increasing requirements for computing power and capacity. The update suggests operators are adjusting plans as hyperscaler and enterprise demand stays firm.
Applied Digital has signed a long-term $7.5 billion lease with an unnamed US hyperscaler to secure computing capacity for AI workloads. The agreement covers 300 megawatts at its Delta Forge One site, and the company expects additional financing of up to $600 million. The hyperscaler partner remains undisclosed.
Zerra DC, AGP’s data centre arm, has secured Rs 1,200 crore in funding from Tata Capital to build a 200 megawatt data centre in Navi Mumbai. The company is now in discussions to lock in cloud hosting partnerships, which could expand the project’s tenant and services pipeline as construction ramps up.
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Sterlite Electric has teamed up with Spanish firm RDT Lumiker to produce advanced smart cable monitoring systems aimed at fast-growing power demand from AI and data centres. The technology will help utilities track asset performance and detect faults in real time, strengthening power transmission networks. Initial production is set for Spain, while a new facility is planned in India.
As AI expands, the limiting factor is shifting from chips to power and cooling. Data centers are increasingly judged by gigawatts and terawatts, while specialized firms manage electrical infrastructure and the heat produced by massive server racks. These “invisible” operators are becoming strategic enablers of the global AI boom, shaping where—and how fast—new capacity can grow.
AI company Anthropic is reportedly seeking a senior executive in London to secure major data centre capacity across Europe. The move supports its push to expand infrastructure beyond the US, targeting both established European AI hubs and emerging regions. The appointment is positioned as a key step to power Anthropic’s next-generation AI systems as its compute buildout accelerates.
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