@shome_rajarshi Wealth to inko banana nehi hai.. half dozen value investing ka books padh liya hai, na future dekhna aata hai na, na participate karna.. apna ego satisfy karna hai bass.
A single Vera Rubin Ultra rack will pull 600 kilowatts in 2027, That is 5x today top racks and 75x the global average.
The chips are ready, grid is not, Nvidia is shipping, US substations need 160 weeks to deliver one transformer.
12 GW of data center capacity was announced for 2026, only 5 GW is under construction, Power was a boring utility cost, Power is the new chip 😎
While America builds AI factories, China builds the boring stuff that powers them. 60% of global power transformer production sits in China.
Chinese transformer exports jumped 36% to 9.3 billion dollars last year, US lead times stretch to four years. China lead times are months.
Hyperscalers are quietly buying Chinese transformers to fill the gap, Imports from China jumped from 1,500 units in 2022 to over 8,000 in 2025, The chip war misses the real chokepoint - Iron and copper still rule.
India runs 1.2 GW of data center capacity today, China and the US are planning racks that each pull 0.6 megawatts on their own.
The gap is not just compute, the new chokepoint is wattage, transformers, and substations. India added 44 GW of renewable capacity in 2025 but transmission to data center clusters remains the weak link.
Hyperscalers are picking sites by power availability, not labor cost, India needs grid first
@shome_rajarshi One of my friend is holding idfc first bank & he said this incident will be a buying opportunity for him to add more as he will get it in cheap valuation in more low price to book.
Ab ye mindset ka kya karein? 🤷🏻
@RailwaySeva the train seats and entire AC chair coach is not cleaned properly. Strains and waste material from previous trip is spreading everywhere, kindly arrange to clean it.
PNR- 6464466039