Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Thematic (Sector/Industry)

<ul><li>AI models are becoming more power hungry, leading to a surge in electricity demand</li><li>Energy landscape is shifting due to AI industrial revolution, with exponential increase in power demand</li><li>Investment in AI infrastructure is massive, but skeptics question the need and clarity of AI use cases in the real world</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI models are becoming more power hungry, leading to a surge in electricity demandEnergy landscape is shifting due to AI industrial revolution, with exponential increase in power demandInvestment in AI infrastructure is massive, but skeptics question the need and clarity of AI use cases in the real worldThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>At the India AI Impact Summit 2026, <a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RELIANCE IN)</a> and Tata Group announced historic capex plans for sovereign AI, while NVIDIA, OpenAI inked landmark infrastructure with Indian conglomerates.</li>
<li>This marks India's transition from an AI consumer to  "Sovereign AI" producer, reducing reliance on global clouds and positioning domestic players as owners of the "intelligence" stack rather than facilitators.</li>
<li>Investors should monitor the rapid rerating of Indian "AI infrastructure" plays: data centers, power, and high-end IT—as the "Intelligence-as-a-Service" model begins to disrupt traditional linear headcount-linked IT growth.</li>
</ul>


At the India AI Impact Summit 2026, Reliance Industries (RELIANCE IN) and Tata Group announced historic capex plans for sovereign AI, while NVIDIA, OpenAI inked landmark infrastructure with Indian conglomerates.
This marks India's transition from an AI consumer to  "Sovereign AI" producer, reducing reliance on global clouds and positioning domestic players as owners of the "intelligence" stack rather than facilitators.
Investors should monitor the rapid rerating of Indian "AI infrastructure" plays: data centers, power, and high-end IT—as the "Intelligence-as-a-Service" model begins to disrupt traditional linear headcount-linked IT growth.


India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<div><ul><li>The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.</li><li>AI Flood Watch. December’s AI landscape was defined by surging infrastructure bets colliding with mounting financial scrutiny.</li><li>At CES 2026, Nvidia unveiled its Vera Rubin platform, promising 5x training gains and dramatically cheaper token generation, while AMD showcased competitive alternatives as the compute arms race shows no signs of cooling. </li></ul></div>

The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.AI Flood Watch. December’s AI landscape was defined by surging infrastructure bets colliding with mounting financial scrutiny.At CES 2026, Nvidia unveiled its Vera Rubin platform, promising 5x training gains and dramatically cheaper token generation, while AMD showcased competitive alternatives as the compute arms race shows no signs of cooling. 

AI Flow Newsletter : Monitoring The "Currents" Of AI - 9 January 2026

External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

<ul><li>For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).</li><li>Despite a high base, capex is projected to continue rising in 2026, reaching around US$600bn (+33% YoY).</li><li>Microsoft, Alphabet, and Meta are each expected to increase capex by around 40% YoY.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).Despite a high base, capex is projected to continue rising in 2026, reaching around US$600bn (+33% YoY).Microsoft, Alphabet, and Meta are each expected to increase capex by around 40% YoY.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

[2026 Outlook] Semiconductors Robust Earnings Cycle Ahead

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events and data impacting our investment themes and outlook</li>
<li>Japan and US Central Banks continue to add fuel to the monetary fire</li>
<li>China consumption weakness is likely to spur a tangible response in the New Year</li>
</ul>


A review of recent events and data impacting our investment themes and outlook
Japan and US Central Banks continue to add fuel to the monetary fire
China consumption weakness is likely to spur a tangible response in the New Year


Overview #44 – Not Too Hot, Not Too Cold

United States

Alphabet, Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOG US)

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

The increasing power demands of AI models are reshaping the energy landscape, with investments of over $1 trillion per year in the US alone, as...

The Bid

India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Nimish Maheshwari

[2026 Outlook] Semiconductors Robust Earnings Cycle Ahead

For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).Despite a high base, capex is projected to continue rising in 2026,...

Mirae Asset Securities

Overview #44 – Not Too Hot, Not Too Cold

A review of recent events/data impacting our investment themes and outlook. Central Banks continue to aid the commodity trade while China takes aim...

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

The increasing power demands of AI models are reshaping the energy landscape, with investments of over $1 trillion per year in the US alone, as...

The Bid

India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

​At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...

Nimish Maheshwari

AI Flow Newsletter : Monitoring The "Currents" Of AI - 9 January 2026

The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.

Water Tower Research

[2026 Outlook] Semiconductors Robust Earnings Cycle Ahead

For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).Despite a high base, capex is projected to continue rising in 2026,...

Mirae Asset Securities

Overview #44 – Not Too Hot, Not Too Cold

A review of recent events/data impacting our investment themes and outlook. Central Banks continue to aid the commodity trade while China takes aim...

Rikki Malik

At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...