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2 essays matching “electricity”.

AI InfrastructureOct 27, 2026

Nvidia’s $164.5 Billion Backstop Is Demand Finance

A founder or investor should read GPU-order headlines as vendor-financed demand, not capacity. In Delhi-NCR, the real test is nodal electricity, water stress, and fiscal treatment before underwriting a data centre.

7 min readRead

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Energy InfrastructureOct 22, 2026

India’s Renewable Transition Is a Delivery Problem, Not a Capacity Problem

India can add 300 GW of renewable capacity and still fail if the grid cannot deliver it. Curtailment, state bottlenecks, and storage gaps now matter more than installed megawatts.

7 min readRead