The statement by the Cyient MD that AI will consume 21% of global electricity is incorrect. I am not sure where he sourced that figure, as projections estimate it to be between 3% and 5%. The 21% figure likely refers to specific nations, such as Ireland, where data centers are already consuming 21% of the electricity
The TCS insight on Gen AI hitting $1.5B annualized with 16.3% QoQ growth really underscores how fast enterprise AI adoption is moving beyond pilots into actual deployed systems. What I found especially telling is TCS maintaining that 26-28% margin target despite massive investment cycles, which signals they're treating AI as operational efficiency not just a new revenue stream. The parallel bet on HyperVault for AI datacenters feels like hedging against both hyperscaler consolidation and the custom infra needs emerging, kinda briliant timing given how power-hungry these models are becoming.
The statement by the Cyient MD that AI will consume 21% of global electricity is incorrect. I am not sure where he sourced that figure, as projections estimate it to be between 3% and 5%. The 21% figure likely refers to specific nations, such as Ireland, where data centers are already consuming 21% of the electricity
Entirely possible
Couldn't agree more. The continous integration approach!
The TCS insight on Gen AI hitting $1.5B annualized with 16.3% QoQ growth really underscores how fast enterprise AI adoption is moving beyond pilots into actual deployed systems. What I found especially telling is TCS maintaining that 26-28% margin target despite massive investment cycles, which signals they're treating AI as operational efficiency not just a new revenue stream. The parallel bet on HyperVault for AI datacenters feels like hedging against both hyperscaler consolidation and the custom infra needs emerging, kinda briliant timing given how power-hungry these models are becoming.
Yup, keeping a track on TCS during this whole AI boom is very refreshing.