Selected Tag: Data centre
Selected Tag: Data centre

Airtel Needs More Than a ₹50 Upgrade to Defend Its Premium

Airtel’s premium valuation rests on sustained ARPU growth, profitable broadband expansion and credible returns beyond its core telecom business.

Krishnadevan V

September 25, 2026 at 4:58 AM IST

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India’s Copper Capacity Has Been Built on an Imported Foundation

India is adding copper smelting capacity, but heavy dependence on imported raw material is exposing a huge gap between building furnaces and securing the copper concentrate needed to keep them running.

Atul Prakash

September 22, 2026 at 10:31 AM IST

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Why Aren’t the Data Centres Paying Us?

States are showering data centres with subsidies, but have no framework to secure fair returns for communities providing land, power and water.

Sharmila Chavaly

September 4, 2026 at 7:04 AM IST

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The Real Price of Intelligence: Why AI's Race for Scale Cannot Ignore the Earth Beneath It

AI is not a purely digital product, but a physical one too - assembled from silicon, copper, rare-earth elements, cobalt, lithium and water. Countries and corporates that exercise resource discipline as a strategy will be the ones still standing decades from now.

Chirayu Sharma

August 7, 2026 at 8:42 AM IST

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Why Compute Is Becoming the New Constraint on Economic Growth

AI is making compute the new driver of economic growth, shifting policy priorities from traditional infrastructure to digital capacity and energy.

Anuj Agarwal

July 31, 2026 at 5:50 AM IST

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Genset Maker Turns Data Centre Uptime Paranoia Into Predictable Payouts

Cummins India rides the data centre boom, yet the real rerating case lies in recurring maintenance cash flows, not in the next capex spike.

Krishnadevan V

July 1, 2026 at 10:20 AM IST

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Beyond the Summit: Why the Government Must Put Money Where Its Mouth Is

AI sovereignty is not about apps or agents. It rests on GPUs, high-bandwidth memory, chip fabrication, political will, and the capital to fund long-term risk.

TK Arun

February 17, 2026 at 11:39 AM IST

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The Bureau

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