Whalesbook
Ab yeh partnership itni important kyu hai? Simple hai, AI ka craze toh pata hi hai, aur iske liye chahiye super powerful data centers. Lekin in data centers ko chalaane ke liye jo power, electricity, aur grid connection chahiye na, woh ek bada problem ban raha hai. Yeh deal isi problem ko solve karne ke liye hai.
Market kaafi bada hone wala hai. Estimates ke hisab se AI data center market 2025 mein $147.28 billion ka tha aur 2033 tak yeh $810.61 billion tak pahunch jayega! Matlab growth rate 23.9% CAGR se badhega 2026 se 2033 tak. Aur suno, 2030 tak AI infrastructure mein lagbhag $6.7 trillion ka investment hoga, jisme se 70% capacity future data centers ki AI workloads hi consume karegi.
Is khabar ke aas paas, recently TCS ke shares 4.95% gire the April 24, 2026 ko, jabki Siemens Energy ke shares 4.9% upar gaye Frankfurt mein usi din. Market energy solutions ke liye excited dikh raha hai.
TCS ki baat karein toh, unki market cap around ₹8.69 trillion hai aur P/E ratio 17.65 ke aas paas hai. Woh apni AI capabilities badhane ke liye pehle se hi AMD aur OpenAI jaise bade players ke saath kaam kar rahe hain. OpenAI ke saath toh India mein 1 GW tak capacity build karne ka pact bhi hai. Google Cloud ke saath bhi AI-native models promote kar rahe hain. Analysts in par generally positive hain, kuch ₹3,800 ka target de rahe hain toh kuch ₹2,948 se ₹3,000 ke beech. Lekin ek baat hai, TCS ki total revenue mein AI ka share abhi sirf 7-8% hai, toh yeh traditional business ko kaise affect karega, yeh dekhna hoga.
Dusri taraf, Siemens Energy, jo energy tech mein badi company hai, unki market cap around €150 billion aur P/E 56.44 hai. Inhone apna 2026 ka outlook bhi badhaya hai, gas turbines aur grid products ki zabardast demand ke karan. Unke paas already €146 billion ka orders backlog hai. Competition mein GE Vernova, Hitachi Energy, aur Schneider Electric jaise players hain. Industrial automation market bhi $233.6 billion (2026) se 9.5% CAGR se badh raha hai, aur AI in automation toh $131.62 billion (2035) tak pahunchega 18.8% CAGR se.
Lekin challenges bhi kam nahi hain. Siemens Energy ke wind division, Siemens Gamesa mein kuch issues hain, haalanki losses kam ho rahe hain. Chinese companies se pricing pressure bhi ek challenge hai. Global level par, AI data centers ki energy demand bahut zyada hai, aur power grid constraints ek bada hurdle ban sakte hain. Bade data center providers se bhi competition hai.
Aage kya? TCS AI services mein aur push karega. Siemens Energy bhi apne outlook aur turnaround strategy se confidence dikha raha hai. Investors unke order book conversion aur AI-centric services par nazar rakhenge.