The next frontier of AI is the distribution of capability. India’s more than 60 million MSMEs show the scale of what that means. Advanced tools are moving closer to the point where decisions are made, giving smaller enterprises faster access to information, analysis and specialised support. The developmental gain is broader participation in productivity growth, not simply greater efficiency inside the largest firms.
The demand from data centres is large, continuous and concentrated, creating a distinct requirement for the electricity system. Meeting it cleanly requires renewable generation backed by storage, transmission and firm capacity. Upcoming data centres are expected to add about 5.64 GW of power demand by 2031–32. The investment required to serve them also strengthens the electricity system needed for manufacturing, mobility, cities and the next phase of economic growth.
The demand from data centres is large, continuous and concentrated, creating a distinct requirement for the electricity system. Meeting it cleanly requires renewable generation backed by storage, transmission and firm capacity. Upcoming data centres are expected to add about 5.64 GW of power demand by 2031–32. The investment required to serve them also strengthens the electricity system needed for manufacturing, mobility, cities and the next phase of economic growth.
“Where Climate Capital Is Going”, alongside China’s Special Envoy for Climate Change Liu Zhenmin, Chairman of LONGi Green Energy Technology Zhong Baoshen, Xin Guan, and Dr Lina Noureddin. The climate battle will be won through large-scale, economically viable projects. Solar, wind, and storage are proven technologies; scaling implementation remains the challenge.
In this leadership podcast, Sumant Sinha joins Rahul Jain (BCG) to discuss India's clean energy future, solar manufacturing, battery storage, transmission infrastructure, green hydrogen, and how the country can transform from an energy importer to a global clean energy leader. Published on June 30, 2026.
In this insightful podcast, Sumant Sinha shares his perspective on how renewable energy, battery storage, green hydrogen, and domestic manufacturing can reshape India's energy landscape. He explores the strategic investments and policy interventions needed to reduce dependence on imported fossil fuels and build a resilient, energy-secure nation.
