Tata Power Develops 2.8 GW Data Center Pipeline

Tata Power has established a data center opportunity pipeline exceeding 2.8 GW, encompassing 18 domestic and international operators. This initiative aims to meet the growing electricity demand driven by artificial intelligence (AI), cloud computing, and digital infrastructure.

The pipeline includes 430 MW of upcoming load within its distribution network, 1,236 MW of transmission-linked opportunities, and 1,150 MW of green energy capacity under active engagement. Tata Power is engaged in 29 active workstreams covering renewable energy and transmission and distribution (T&D).

Infrastructure Upgrades and Expansion

Beyond electricity supply, Tata Power plans to provide integrated infrastructure for data centers, including grid connectivity, renewable power, energy storage, cooling systems, and utility infrastructure. The Ministry of Power projects that AI-led data centers could add approximately 26.3 GW to India's power demand by FY32.

Tata Power is upgrading its 110 kV and 220 kV transmission networks in the Mumbai Metropolitan Region to support the power requirements of hyperscale data centers. These upgrades are part of the company's 150 billion rupee Mumbai Grid Upgradation and Expansion Plan, which aims to enhance power supply reliability for large digital infrastructure projects.

India to Increase Thermal Power Capacity Projections Amid Rising Demand

India is expected to increase its thermal power capacity additions to address rising electricity demand. Ghanshyam Prasad, chairperson of the Central Electricity Authority (CEA), stated that the projected additional thermal capacity, initially 97 GW, was revised to 105 GW and is now expected to reach 115 GW. This capacity is anticipated to be required by approximately FY32-FY34.

The country's current thermal power capacity stands at 252.5 GW, accounting for about 45% of the total installed capacity. Power demand has increased by over 10% year-on-year, driven by high cooling and irrigation needs. Peak power demand reached 271 GW in May and September.

Despite the focus on thermal capacity, renewable energy additions are expected to continue at a rapid pace. India added over 50 GW of renewable energy capacity in FY26, and this growth is projected to continue annually. However, high plant load factors for coal-based units have led to concerns regarding fuel availability due to stock depletion and the inability of many thermal power plants to undergo maintenance shutdowns because of sustained high power demand since March.

Westinghouse Advances Nuclear Projects in Poland and the Netherlands

Westinghouse has initiated the long-lead-item procurement process for the first of three planned AP1000 units in Poland. The company has also signed conditional purchase orders as part of its efforts to construct the first nuclear power plant in the country.

In the Netherlands, Westinghouse announced a partnership with Hyundai Engineering & Construction. This collaboration focuses on the front-end engineering design (FEED) phase for a project that aims to deploy two large-scale reactors.