India’s peak power demand surged to an all-time high of 252.07 GW on Friday as an intensifying heat wave drives households and businesses to lean harder on cooling devices. With air conditioners and coolers running more, experts expect electricity demand to keep climbing over the weekend and into May and June.
As AI expands, the limiting factor is shifting from chips to power and cooling. Data centers are increasingly judged by gigawatts and terawatts, while specialized firms manage electrical infrastructure and the heat produced by massive server racks. These “invisible” operators are becoming strategic enablers of the global AI boom, shaping where—and how fast—new capacity can grow.
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