Just a reminder that a company can grow to be as big as @amazonIN and still be very bad at what it does. To be clear, nobody at the customer end refused delivery.
cc. @amazon
I love how everyone is appalled at the very concept of arresting the President of Israel, like we didn’t black-bag the President of Venezuela earlier this year.
you see this red splotch covering Gaza? it is made of red dots, each single dot represents an airstrike under the Biden’s administration. it took two years of tremendous relentless unforgiving bombing and 4 US vetos to complete. you can’t regret your way out of this.
I got back from a Congressional fact-finding mission to Cuba. What I saw was a humanitarian crisis, the result of more than six decades of failed US policy.
We need to spread the word.
Welcome to India’s Data Centre Gold Rush! 🌐
AI servers and tens of billions in global capital are the new pickaxes.
India, already generating 20% of the world’s data, is becoming Asia’s next digital powerhouse.
Big Tech, PE giants & Indian conglomerates are all-in.
2/ By the Numbers:
• Public cloud market: $17B → $44B by 2030 (22% CAGR)
• $5B+ invested in data centres in the last 3 years
• Capacity: 800 MW (Dec 2022) → 1.6 GW (Dec 2025)
• 650-700 MW average annual addition till 2030.
• $25B+ expected PE investment by 2030.
3/ Mega Bets:
• Reliance Jio: $110B sovereign AI infra over 7 years
• AdaniConneX: $100B, 5 GW AI-ready capacity by 2035
• Blackstone (AirTrunk): $30B, 5 GW+ in India
• Princeton Digital: $2.5B | TCS HyperVault: $2B.
4/ Value Chain Momentum
India is scaling the full stack:
• Land & construction
• Power & renewables
• Cooling & mechanical systems
• Networking & connectivity
• AI/GPU-ready infrastructure
• Local equipment manufacturing.
5/ A series of Central and State Govt policies (data localisation, tax holidays till 2047, sovereign AI) + hyperscaler commitments (~$57B from Amazon, Microsoft, Google) are fuelling this boom.
6/ Implications: Massive job creation, energy demand boost, tech self-reliance, and fresh investment themes in power, real estate & industrials.
India’s share of global data centre capacity (currently 2-3%) is set for a sharp rise.
This is structural, multi-year growth. The Gold Rush is real!
@GoI_MeitY@airtrunk
By @chandrarsrikant@debanganaghosh4
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ICE has fatally shot 11 people since Donald Trump's second term began.
These are not isolated incidents. They are the predictable result of a cruel, violent system.
Abolish ICE.
A rocket hasn't been fired from Gaza in 18 months. And Hamas has handed administrative control over to a technocratic interim committee. Yet the apartheid state continues killing children daily. Almost as if it's a holocaust and not a war
Dem gov candidate Francesca Hong, who has backed defunding the police, says she "deeply" regrets calling the police over a Gaza protest display she believed to be antisemitic at the time https://t.co/mcM4MfNN19 via @MSpicuzzaMJS + me