Manthan Shah
1.1K posts

Manthan Shah
@ManthanShah155
Manager - IT Consultant, Cricket aficionado and a Political junkie !
Katılım Ekim 2013
251 Takip Edilen47 Takipçiler
Manthan Shah retweetledi

Punjab Man Installs CCTV On Highway, Sends Footage Of Forces' Movement To Pakistan
ndtv.com/india-news/bal…

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Manthan Shah retweetledi
Manthan Shah retweetledi
Manthan Shah retweetledi

A single AI query uses 1,000x more electricity than a Google search.
Data centers now consume 50% of all new electricity demand in the US. India's data center power demand is set to quadruple from 1.4 GW to 9 GW by 2030.
India's overall electricity demand is growing at 6.6% - the fastest among major economies. And cooling alone will add 140 GW to peak demand by 2030.
Everyone talks about "power stocks." But power is not one trade. It is a six-layer value chain. And every layer has a completely different margin profile, bottleneck, and risk.
Here is how the chain actually works:
Layer 1 — Generation
India added a record 52 GW in FY26. Solar alone: 44.6 GW. The target is 500 GW of non-fossil capacity by 2030. Nuclear sits at just 8.78 GW — but new approvals are accelerating.
NTPC is positioning itself as the backbone supplier for industrial-scale AI campuses. Generation is the most capital-heavy layer, but also the lowest-ROCE layer in the chain.
Layer 2 — Transmission
This is where the real capex bomb is. ₹9 lakh crore in transmission investment planned through 2032. Inter-state transmission capex alone will hit ₹1 lakh crore in FY26-27, double the previous two years.
HVDC corridors are the new infrastructure backbone: Bhadla–Fatehpur (6 GW, 950 km), Khavda–South Olpad (2.5 GW), Mumbai HVDC infeed (1,000 MW, just went live). Power Grid, Adani Energy Solutions, Hitachi Energy, GE Vernova, all sitting on multi-year order books.
Layer 3 — Distribution and Smart Grid
The weakest link. India has installed only 5.83 crore smart meters - 25.4% of the 25 crore target. Not a single meter installed in Karnataka. Just 805 in Kerala. But AT&C losses dropped from 21.9% to 15% in four years. Daily meter installations have gone from 15,000 to over 1.12 lakh. This layer is broken, but the fix is underway, and whoever supplies the fix wins big.
Layer 4 — Equipment and Capital Goods
This is the highest-margin layer. ABB India: 29% ROCE. The global transformer market: $65.7 billion in 2026, heading to $96.8 billion by 2033. Lead times for power transformers have stretched from 6 months to 18–24 months. The switchgear market alone will nearly double to $336 billion by 2035.
ABB, Siemens Energy, Hitachi Energy, CG Power — all have multi-year order visibility. BHEL has 190+ gas turbines installed with 13 million+ fired hours.
Layer 5 — Cables and Conductors
India's wire and cable market: $23 billion in 2026, growing at 9% CAGR. Every GW of generation added needs kilometres of cable. Every transmission corridor needs conductors.
Polycab holds ~18% market share. KEI at 9%. KEC International just won fresh orders of ₹1,002 crore. Apar Industries is quietly building an export book. This layer is the silent toll collector of the entire power buildout.
Layer 6 — Energy Storage
India's BESS capacity is about to 10x in 2026 — from 507 MWh to ~5 GWh. There are 92 GWh of battery storage projects in the pipeline. Pumped hydro: 7 GW today, target of 107 GW by 2033. The government just approved ₹5,400 crore in viability gap funding for 30 GWh of standalone BESS. This is the layer that ties the entire renewable buildout together.
The AI power story is not a single stock bet. It's a ₹40 lakh crore value chain. The money doesn't sit in one layer. It flows through all six.
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Manthan Shah retweetledi

Microsoft just made it free to get certified in the AI skills companies are actively hiring for right now.
No tuition. No bootcamp. No waitlist.
Free certifications on LinkedIn Learning that go directly on the profile recruiters are already looking at.
Here is what is available and why each one matters.
Azure AI Certification.
Microsoft Azure is the cloud infrastructure running AI systems for thousands of enterprise companies. Every company that cannot build AI in-house is deploying it through Azure. The engineers who know how to build, deploy, and manage AI systems on Azure are getting hired right now at $130,000 to $180,000 a year. This certification teaches you the stack those companies are using. From Azure OpenAI Service to Cognitive Services to AI Search. End to end.
Copilot Certification.
Microsoft Copilot is now embedded in Word, Excel, PowerPoint, Outlook, Teams, and every other Microsoft product that 1.2 billion people use daily. Most enterprise employees are already paying for it through their company license and have no idea how to use it beyond the basics. The people who get certified in Copilot become the most valuable person in their office almost immediately. Not because they are technically advanced. Because they know how to use a tool everyone has access to at a level nobody around them has reached yet.
GitHub Copilot Certification.
GitHub Copilot is the most widely used AI coding assistant on earth. 1.8 million developers use it daily. Companies are now listing GitHub Copilot proficiency in job descriptions the same way they used to list Git proficiency. Being certified means you are not just using it for autocomplete. You are using it for code review, documentation, test generation, and full workflow automation. That is the difference between a junior developer using a tool and a senior developer weaponizing it.
All three are free.
All three go on your LinkedIn profile immediately.
All three are for skills on hiring managers shortlists right now.
The window where having these certifications is a genuine differentiator rather than table stakes is exactly now.
In 12 months everyone will have them.
Right now most people do not.
Bookmark this and start the first one today.
Follow @cyrilXBT for every free certification that compounds your AI skills the moment it drops.

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Manthan Shah retweetledi

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → x.ai/news/anthropic…

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Manthan Shah retweetledi

Ok this is wild.
I just built a team of 5 AI agents in plain English. No code.
> Inbox agent replying to emails in my tone 24/7
> Research agent pulling competitor intel every morning
> Calendar agent booking and rescheduling meetings
> Content agent drafting posts trained on my old writing
> DM agent qualifying warm leads while I sleep
All running on auto-pilot.
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Manthan Shah retweetledi

Google isn’t trying to win the AI race.
They’re trying to own the entire AI Agent ecosystem.
While everyone argues ChatGPT vs Claude, Google quietly built:
Models → Gemini Pro, Flash, Deep Think, Gemma
Design → Stitch, Whisk, Imagen
Research → NotebookLM, AI Mode
Video → Veo, Flow, Google Vids
Coding → Antigravity IDE, Gemini CLI, Jules
Agents → A2A, ADK, FileSearch API
The scary part?
All of these tools talk to each other.
That means:
10x faster prototypes
End-to-end AI workflows
Production-ready agents on GCP
The next AI war won’t be model vs model.
It’ll be ecosystem vs ecosystem.
Save. Share. Build.
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Manthan Shah retweetledi

If only Mamata Banerjee had listened to my several warnings about her party's terrible image as corrupt and led by extortionists — my resignation letter as TMC MP in Sept 2024 is as blunt as possible — she may not have been humiliated like this!
Instead, I quit and a vague buttery quiz master ran TMC party to this disaster.
KARMA !!
Press Trust of India@PTI_News
VIDEO | Exclusive: "My resignation letter went viral. I listed corruption, dadagiri, Mamata said it is propaganda; some nefarious party leaders, one is a quiz master, who has done nothing holds undue power," says former TMC MP Jawhar Sircar. #WestBengalPolitics #BengalNews (Full video available on PTI Videos - ptivideos.com)
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Manthan Shah retweetledi
Manthan Shah retweetledi

I am embarrassed even to share it. Watched together these speeches will create horrible revulsion for #Dravidanists!
Time to watch this video and understand what the voters of #Tamilnadu have eradicated.
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Manthan Shah retweetledi

Manthan Shah retweetledi
Manthan Shah retweetledi

What happened to “Bengal has a violent political history; it’s not party-specific” @MahuaMoitra?
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Manthan Shah retweetledi

Tehseen Poonawalla was playing smart and spreading his SIR propaganda.
@RubikaLiyaquat caught him red handed and asked about Kerala SIR which he could never answer 🔥
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Manthan Shah retweetledi

Year 2020, BJP : Sourav you should Join BJP
Sourav Ganguly : Declined
BJP : Become BCCI President
Sourav Ganguly : Ok.
BJP : Become CAB President
Saurav Ganguly: Ok
BJP : Speak on TMC Violence
Sourav Ganguly : Declined
BJP : Speak on TMC's Corruption
Sourav Ganguly : Declined
BJP : Speak on TMCs Muslim Appeasement
Sourav Ganguly : Declined
2025 : BJP : You should join BJP and Let's Remove Mamta Banerjee
Sourav Ganguly : Declined
2026 : BJP Wins Bengal : Saurav Meets BJP Leaders.
The most Selfish, Opportunist Person I have ever seen!!

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