Wood Mackenzie & Microsoft

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.

Microsoft: Identified as a key hyperscaler expanding capacity in India, driving demand for data centres. Its investments are part of the broader AI infrastructure buildout.

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

Microsoft: Microsoft'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.

Microsoft: Bill Gates>>>, co-founder of Microsoft>>>, testified in the Jeffrey Epstein>>> investigation.

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

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