Wood Mackenzie & Alphabet Inc.

Wood Mackenzie: Published a report projecting India's operational data centre capacity to reach 12 GW by 2030, with AI-dedicated capacity rising to 6,546 MW. The report calls India's data centre market a structural investment thesis.

Alphabet Inc.: Identified as a key hyperscaler expanding capacity in India, with commitments in emerging markets like India — Andhra Pradesh and India — Telangana. Its investments are part of the AI infrastructure boom.

Wood Mackenzie: Consultancy projects electrical equipment market for data centers to double to $66 billion by 2030.

Alphabet Inc.: Alphabet Inc.'s cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.

Wood Mackenzie: Wood Mackenzie is a global leader in analytics, insights, and proprietary data across the energy and natural resources landscape. It has published new analysis outlining three distinct outcomes for global LNG markets following the closure of the Strait of Hormuz.

Alphabet Inc.: Alphabet Inc.>>> weighed on the market after announcing plans to raise $80 billion to fund its AI investments.

Wood Mackenzie: Consultancy expects refining margins and utilization to remain strong through the decade.

Alphabet Inc.: Alphabet's stock fell in premarket trading due to higher yields and risk-off sentiment.