India’s power debate is shifting from “enough electricity” to “reliable electricity” during non-solar hours. Citi warns that fast renewable growth strains evening and night demand, exposing gaps in transmission and storage. Battery storage and flexible thermal generation could become essential, while delays in adding capacity may trigger new shortages. Coal remains key for stability.
Microsoft’s rapid push to expand data centers for AI workloads is raising concerns about whether it can meet its clean power targets. As new sites require large, immediate electricity volumes, the company may face delays or tradeoffs in scaling renewable procurement and grid partnerships—putting a cornerstone sustainability goal under pressure.
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