Archive · 21 Nov 2025
US Data Centre Boom Drives Indian Solar, Pipeline Makers
The US is building many new data centres for AI and cloud computing, which need lots of power.
Indian companies Welspun Corp and Waaree Energies see this as an opportunity.
Welspun will make pipes to carry gas for powering these data centres, while Waaree will provide solar modules and cells for renewable energy.
US data centre construction boom driven by AI and cloud computing
Indian companies Welspun Corp and Waaree Energies eye opportunities
Welspun Corp focuses on pipeline manufacturing for data centre power supply
Waaree Energies targets solar module and cell demand for renewable energy
Over 250 data centres under discussion, with more than 4,000 operational or planned
- Who
- Indian companies Welspun Corp Ltd and Waaree Energies Ltd
- What
- Eye opportunities in US data centre boom
- When
- As US braces for massive data-centre construction
- Where
- In the US
- Why
- To tap into the emerging multi-billion-dollar opportunity
- Data Centres
- Over 4,000 operational or under development in the US
- Power Source
- Natural gas (40%), renewables (24%) for data centre electricity
- Welspun's Focus
- Pipeline manufacturing for data centre power supply
- Waaree's Focus
- Solar modules and cells for renewable energy
- Projected Growth
- Data centre demand to surge from 33 GW to 176 GW by 2035