Friday, October 17, 2025
What about water?
"First it was FAANG: Facebook, Amazon, Apple, Netflix and Google." Then came the Magnificent Seven: "Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia and Tesla." Fidelity. "Now in the age of generative AI, a new term is taking hold: MANGO - Microsoft, Anthropic, Nvidia, Google DeepMind and OpenAI." Axios. "Between 2013 and 2024, private AI investment in the US totaled $417 billion. China committed $119 billion. India's figure was $11.3 billion." "What we face today is not unlike the East India Company moment, when foreign enterprises that came to trade with us ended up ruling the subcontinent." Today, "From cloud to search and messaging to social media, we remain tethered to US platforms." "On the hardware side - servers, laptops, networking gear and semiconductors - we are reliant on China," wrote Ajai Chowdhry. US companies have money and are not shy to invest. "Google's parent company Alphabet will invest $15bn to build an AI data hub in southern India's Andhra Pradesh State." "The country's low data costs and rapidly growing internet user base have made it a hub for cloud and AI expansion for tech giants." BBC. India's "Tata Consultancy Services (TCS) gave a glimpse of its roadmap to become the 'world's largest AI-led technology services company' during its Q2FY26 investor call on October 9, as it announced plans to build 1 Giga Watt (GW) in data center capacity in India," at a cost of $6-7 billion over five to seven years, MC. "Adani ConneX - the data-center joint venture of Adani Group and US-based Edge ConneX, along with Airtel will build the infrastructure for Google's AI hub in Vizag, including the construction of a new international subsea gateway," and "The co-investment also includes new transmission lines, renewable energy projects and energy storage systems." HT. Good intentions, but China remains an obstacle. "China dramatically expanded its rare earths export controls.., adding five new elements and extra scrutiny for semiconductor users as Beijing tightens control over the sector ahead of talks between Presidents Donald Trump and Xi Jinping." Reuters. Undaunted, "Government-owned IREL (India) Ltd will supply raw materials to private companies under the government's upcoming Rs 73 billion program for manufacturing rare earth magnets, officials told Moneycontrol." Problem is - "Data centers powering artificial intelligence (AI) in Scotland are using enough tap water to fill 27 million half-liter bottles a year," as "AI systems such as large language models (LLMs) that power OpenAI's ChatGPT and Google's Gemini require warehouses full of specialist computers," "consuming large amounts of energy, but they also use tonnes of water in their cooling systems to stop servers overheating." BBC. Worryingly, "In 1951, India was a water-rich nation. Every citizen had more than 5,200 cubic meters of water available annually. Seven decades later, that figure has drastically collapsed to less than 1,500 cubic meters. By 2050, it is projected to shrink further to around 1,200 cubic meters, dangerously close to the mark that will make the country a water-scarce nation." India Today. AI can be produced artificially, but water is natural. How can we create water?
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