Power Infrastructure Archives

Schneider Electric Infrastructure emerges as key proxy to India’s data centre boom: Ambit Capital

Ambit Capital believes Schneider Electric Infrastructure is one of the strongest listed plays on India's data centre growth story. The brokerage expects the company's data centre business to expand rapidly as India's capacity scales up over the coming decade.

Team VAINETRA June 25, 2026

Data Centres

Data Centres face a new problem: Too much demand, too little supply

According to a recent Jefferies research report titled "All the Data Center Demand in the World, Still Not Enough Supply", the biggest challenge for the industry is no longer demand. It is the ability to build enough capacity quickly enough.

Team VAINETRA June 7, 2026