Monday, 28 September 2026Updated 5m ago
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AI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surge

1 source · first seen 05:30 27 Sept · updated 05:30 27 Sept

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Data centres12 todayAI64 todayPower demand4 todayPower sector14 todayAI chips5 today

Linked by the tag Power demand

25 stories this week
  1. 26 SeptCentre orders captive coal plants to boost output and sell surplus powerPolicy · 2 sources · Directions apply from October 1 to December 31
  2. 26 SeptCentre orders captive coal plants to maximise output from October 1 amid rising power demandPolicy · 2 sources · The directive requires captive coal plants to run at full capacity from October 1
  3. 26 SeptIndia orders 112 captive coal plants to run at full capacity from October 1Order win · 5 sources · The government ordered 112 captive coal plants to operate at full capacity from October 1
  4. 26 SeptAs stocks fall at power plants, govt mulls imported coal blendingPolicy · 1 source
  5. 25 SeptPower ministry weighs mandatory imported coal blending as stocks dwindlePolicy · 1 source · Thermal power station coal stocks fell to 22.9 million tonnes on September 19
All Power demand stories →

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1 report · earliest 05:30
Financial ExpressAI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surge05:30