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Data Center Push | Despite India generating a massive amount of data, a large part of it gets stored overseas amid lack of capacity. With the govt's push to change this, which companies & sectors will benefit the most? @VamakshiDhoria decodes the opportunity

CNBC-TV18

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55,038 görüntüleme • 1 yıl önce •via X (Twitter)

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CA.Kanwaljit Singh profil fotoğrafı

CA.Kanwaljit Singh1 yıl önce

@vamakshidhoria Netweb, Railtel Companies in providing material and services for Data Center business.

Abhishek Kumar profil fotoğrafı

Abhishek Kumar1 yıl önce

@vamakshidhoria Good one. Nicely explained

Adv Vijay profil fotoğrafı

Adv Vijay1 yıl önce

The Indian government's data localization initiative is goin to be a game changer for the domestic data center industry. Companies like Tata Communications, Bharti Airtel, nd Reliance Jio r gonna to benefit significantly. This sector is primed for investment, n I anticipate significant growth in the coming years.

Ayush Gupta profil fotoğrafı

Ayush Gupta1 yıl önce

@vamakshidhoria @viren_bhuptani

Nishkam L Sharma profil fotoğrafı

Nishkam L Sharma1 yıl önce

@vamakshidhoria ADANI Off course

Ramsrikanth profil fotoğrafı

Ramsrikanth1 yıl önce

@vamakshidhoria Suppose Patanjali foods enter data centre soon That will be pumped of any means only because of two words data centre.. Then that top price will not reach for many years

Investor profil fotoğrafı

Investor1 yıl önce

@vamakshidhoria Onions?

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Frontier AI data center capacity, based on data collected by Epoch AI. It doesn't include every single one, as they focus on the largest ones. Few things stand out: - 2026 will have a huge amount of cpacity come online - Anthropic will lead at some early points in 2026 - 2027 onwards OpenAI has the most projected capacity at the moment, by far

Frontier AI data center capacity, based on data collected by Epoch AI. It doesn't include every single one, as they focus on the largest ones. Few things stand out: - 2026 will have a huge amount of cpacity come online - Anthropic will lead at some early points in 2026 - 2027 onwards OpenAI has the most projected capacity at the moment, by far

Peter Gostev

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Tucker Carlson reveals that elites are attempting to build the largest AI data center in the United States in Utah. The AI data center will use twice the amount of power as the entire state of Utah and will cause pollution and massive water consumption. - 40,000 acres - 62 square miles - Will use 9 gigawatts of power

Tucker Carlson reveals that elites are attempting to build the largest AI data center in the United States in Utah. The AI data center will use twice the amount of power as the entire state of Utah and will cause pollution and massive water consumption. - 40,000 acres - 62 square miles - Will use 9 gigawatts of power

Shadow of Ezra

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Katie Phang on Kevin O'Leary's massive AI data center: "Because of the huge amount of advocacy and blowback and pushback and loud voices in Utah and outside of the state ... the footprint of this data center has to be reduced by 75%. Now, it's not a total win in my humble opinion, but consider this. It just went from 40,000 acres to 10,000 acres."

Katie Phang on Kevin O'Leary's massive AI data center: "Because of the huge amount of advocacy and blowback and pushback and loud voices in Utah and outside of the state ... the footprint of this data center has to be reduced by 75%. Now, it's not a total win in my humble opinion, but consider this. It just went from 40,000 acres to 10,000 acres."

MeidasClips

51,491 görüntüleme • 15 gün önce

🚨 Another one bites the dust. Over 100 Apex residents packed a town hall to push back against a massive data center proposal. This small town doesn’t even have a supermarket… yet they want to drop a huge energy-hungry data center right next to homes. Residents raised concerns about: • an already strained power grid • massive water usage • wildlife disruption • constant industrial noise One woman organized the community… and suddenly the room was full. Turns out when people actually show up and speak out, things change. And here’s the thing… Towns across the country are starting to push back on these projects. 👏 Proud of Apex. Proud of North Carolina.

🚨 Another one bites the dust. Over 100 Apex residents packed a town hall to push back against a massive data center proposal. This small town doesn’t even have a supermarket… yet they want to drop a huge energy-hungry data center right next to homes. Residents raised concerns about: • an already strained power grid • massive water usage • wildlife disruption • constant industrial noise One woman organized the community… and suddenly the room was full. Turns out when people actually show up and speak out, things change. And here’s the thing… Towns across the country are starting to push back on these projects. 👏 Proud of Apex. Proud of North Carolina.

Jessica Rojas 🇺🇸💪

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$Despite generating 20% data, India hosts less than 3% of world's data centres. Even after the big new announcements by many private players, only a small fraction of world's data centers will be built in India. But influencers are giving zero information and telling users Ambani is going to control their brain using data centers. Why is every development effort in India targeted by extreme misinformation?$

Despite generating 20% data, India hosts less than 3% of world's data centres. Even after the big new announcements by many private players, only a small fraction of world's data centers will be built in India. But influencers are giving zero information and telling users Ambani is going to control their brain using data centers. Why is every development effort in India targeted by extreme misinformation?

FinSkeptics

13,165 görüntüleme • 1 ay önce

It was funny making the Push It To The Limit montage because it was during a week when they were giving out unlimited free Seedance generations so I was "pushing it to the limit" and AI-Animating an anti-data center montage by utilizing the fuck out of Chinese data centers.

It was funny making the Push It To The Limit montage because it was during a week when they were giving out unlimited free Seedance generations so I was "pushing it to the limit" and AI-Animating an anti-data center montage by utilizing the fuck out of Chinese data centers.

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Co-training has become a key part of the recipe for training large robotics models; it means that you mix some proportion of real robot data with other data sources, like simulation or egocentric human video data. This is especially important because robotics data tends to lack diversity which can be somewhat compensated for by the inclusion of these other modalities. And yet there has not been a sizable study on what constitute good practices for cotraining until now! We talk to Fanqi Lin and Jose Barreiros about their new work, a massive study which evaluated 89 policies over thousands of rollouts to tell us which forms of co-training were most useful for robotics. Watch episode 70 of RoboPapers, with Michael Cho and Chris Paxton, now!

Co-training has become a key part of the recipe for training large robotics models; it means that you mix some proportion of real robot data with other data sources, like simulation or egocentric human video data. This is especially important because robotics data tends to lack diversity which can be somewhat compensated for by the inclusion of these other modalities. And yet there has not been a sizable study on what constitute good practices for cotraining until now! We talk to Fanqi Lin and Jose Barreiros about their new work, a massive study which evaluated 89 policies over thousands of rollouts to tell us which forms of co-training were most useful for robotics. Watch episode 70 of RoboPapers, with Michael Cho and Chris Paxton, now!

RoboPapers

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"Data centres attract large tech companies. That's part of the direction of economic activity..." Minister of State for Climate, Environment and Energy Timmy Dooley says government will continue to support data centres and invest in grid improvements. RTÉ News | #rtept

"Data centres attract large tech companies. That's part of the direction of economic activity..." Minister of State for Climate, Environment and Energy Timmy Dooley says government will continue to support data centres and invest in grid improvements. RTÉ News | #rtept

RTÉ Prime Time

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The Casio Loopy has a register which triggers this jaunty music. I'm not sure if any of the games use it. The music data appears to be stored inside the sound ASIC.

The Casio Loopy has a register which triggers this jaunty music. I'm not sure if any of the games use it. The music data appears to be stored inside the sound ASIC.

Phil Bennett

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Delhi: On the Union Budget 2026-27, Managing Director of BowerGroupAsia India, Anuj Gupta says, "Artificial Intelligence operates by transforming electricity, with electricity as its primary input and most of this work happens in data centers. In the budget, a tax holiday for data centers has been extended until 2047. This means that if a foreign company sets up a data center in India to provide foreign services, it will not have to pay any tax, almost for 20 years..."

Delhi: On the Union Budget 2026-27, Managing Director of BowerGroupAsia India, Anuj Gupta says, "Artificial Intelligence operates by transforming electricity, with electricity as its primary input and most of this work happens in data centers. In the budget, a tax holiday for data centers has been extended until 2047. This means that if a foreign company sets up a data center in India to provide foreign services, it will not have to pay any tax, almost for 20 years..."

IANS

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.Josh Wolfe, co-founder of Lux Capital, discusses why the massive build-out of AI data centers may be overextended: "The amount of spend, the amount of CapEx, the amount of build for these multi-gigawatt data centers, it to me does not make sense." “I'm just not that optimistic that all this compute is actually going to be needed."

.Josh Wolfe, co-founder of Lux Capital, discusses why the massive build-out of AI data centers may be overextended: "The amount of spend, the amount of CapEx, the amount of build for these multi-gigawatt data centers, it to me does not make sense." “I'm just not that optimistic that all this compute is actually going to be needed."

The Information

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Chris Camillo explains how Bloom Energy is solving AI data center energy usage problems… “ $BE is one of the only companies in the world that has a method to essentially bring almost an infinite amount of energy to these data centers." And we won't get into all the technology, but they are now working with hyperscalers and they are a resource for energy that will allow a data center to get ramped up quicker. "So, even though it costs a little bit more money today to put an energy cell from Bloom, an energy box from Bloom, which are energy cells, it essentially takes things like natural gas, but instead of burning the natural gas, there is a chemical process that turns that natural gas into energy for the data center."

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Kevin O'Leary's massive data center was approved by a county commission in Utah last night. At 40,000 acres, it would be 2.5x the size of Manhattan. The commission approved the proposal despite opposition from hundreds of locals.

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More Perfect Union

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1/ Cherry AI Robotics is building the world’s first data layer for robotics. Every autonomous robot needs a neural network to operate, which requires massive domain-specific data. Cherry AI Robotics has an entire ecosystem of products with 200k+ communities and 800k+ users. These products generate large amounts of data, which is parsed to create valuable data sets for robotics. Learn more:

1/ Cherry AI Robotics is building the world’s first data layer for robotics. Every autonomous robot needs a neural network to operate, which requires massive domain-specific data. Cherry AI Robotics has an entire ecosystem of products with 200k+ communities and 800k+ users. These products generate large amounts of data, which is parsed to create valuable data sets for robotics. Learn more:

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A small town in Oregon is celebrating after officially stopping a large data center from being built in their community. The La Pine City Council voted unanimously to reject the proposed project. The proposal called for a massive 20-megawatt data center, which raised concerns among residents about energy use, water consumption, noise, and whether the project would truly benefit the community. BlackRock and Palantir frequently appeared in local community discussions, even though the data center was being built by Boxminer.

A small town in Oregon is celebrating after officially stopping a large data center from being built in their community. The La Pine City Council voted unanimously to reject the proposed project. The proposal called for a massive 20-megawatt data center, which raised concerns among residents about energy use, water consumption, noise, and whether the project would truly benefit the community. BlackRock and Palantir frequently appeared in local community discussions, even though the data center was being built by Boxminer.

Shadow of Ezra

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The total amount of data stored for Avatar was 18.5 petabytes – this is 18.5 times the amount used on the original #avatar. Roughly 38% of the rendering was completed in the cloud. #WētāFX #vfx #AvatarTheWayOfWater

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The Office of the eSafety Commissioner has produced a guidance note to assist social media companies with the fast approaching under 16 social media ban. The methods used to verify age are likely to include the disclosure of sensitive data like documents, facial scans, location data and even biometrics. This data will be handled by foreign companies like TikTok but what happens to it then? Yesterday I asked the eSafety Commissioner about data security as part of the under 16 social media ban. To hear more from me and stay up to date, signup to my email newsletter here:

The Office of the eSafety Commissioner has produced a guidance note to assist social media companies with the fast approaching under 16 social media ban. The methods used to verify age are likely to include the disclosure of sensitive data like documents, facial scans, location data and even biometrics. This data will be handled by foreign companies like TikTok but what happens to it then? Yesterday I asked the eSafety Commissioner about data security as part of the under 16 social media ban. To hear more from me and stay up to date, signup to my email newsletter here:

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"Role of scientists should be to give good data & then let people make decisions. Science should be an engine for knowledge & freedom.. It shouldn’t push mandates.. Mandates pushed by many scientists have led to the lack of confidence the public has in science.” —Jay Bhattacharya

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Kevin O'Leary's massive data center was approved by a county commission in Utah last night without residents' approval of the measure. At 40,000 acres, it would be 2.5x the size of Manhattan. The commission approved the proposal despite opposition from hundreds of locals.

Kevin O'Leary's massive data center was approved by a county commission in Utah last night without residents' approval of the measure. At 40,000 acres, it would be 2.5x the size of Manhattan. The commission approved the proposal despite opposition from hundreds of locals.

Anonymous

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