Artificial intelligence is rapidly becoming a new layer of strategic infrastructure, but it's hungry for power. 

On today's Emerging podcast, host Menaka Doshi explores how the AI revolution’s thirst for energy will strain power grids already stretched by soaring temperatures. She speaks with Praveer Sinha, CEO of Tata Power, and Mohit Bhargava of the India Energy & Climate Center about whether the country can meet rising energy demands. 

Read more:
AI Trade Turns Adani’s Energy Stocks Into India Proxy Play 

India’s Energy Generation Capacity May More Than Double by 2036 - Bloomberg 

Watch more:
Can India Catch Up in the AI Race? | Bloomberg Emerging

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Menaka Doshi; Produced by Kurien Abraham, Yang Yang, Naman Tandon; Video Editor Alessia Tinti; Production Design Michala Sabnani, Katya Bohdan; Graphics by Vivek Mehta; Camera and Sound by Grey Scale Productions Bharat; Executive Producers Kristin Powers, Emma O'Brien, Nicholas Killham, Aarti Jitender; Special Thanks Lou Del Bello, Jeanette Rodrigues, Alex Millson, Clara Ferreira Marques

Artificial intelligence is rapidly becoming a new layer of strategic infrastructure, but it's hungry for power.&nbsp;
On today's Emerging podcast, host Menaka Doshi explores how the AI revolution&rsquo;s thirst for energy will strain power grids already stretched by soaring temperatures. She speaks with Praveer Sinha, CEO of Tata Power, and Mohit Bhargava of the India Energy &amp; Climate Center about whether the country can meet rising energy demands.&nbsp;
Read more: <a href="https://www.bloomberg.com/news/articles/2026-05-08/ai-trade-turns-adani-s-energy-stocks-into-india-proxy-play">AI Trade Turns Adani&rsquo;s Energy Stocks Into India Proxy Play</a>&nbsp;
<a href="https://www.bloomberg.com/news/articles/2026-03-19/india-s-energy-generation-capacity-may-more-than-double-by-2036">India&rsquo;s Energy Generation Capacity May More Than Double by 2036 - Bloomberg</a>&nbsp;
Watch more: <a href="https://youtu.be/FJMRT-OmkyQ?si=QGsRvO1AnrY9Nk1q">Can India Catch Up in the AI Race? | Bloomberg Emerging</a>
We have a special Bloomberg subscription offer for podcast listeners at<a href="https://www.bloomberg.com/subscriptions/podcasts"> Bloomberg.com/podcastoffer.</a>
Hosted by Menaka Doshi; Produced by Kurien Abraham, Yang Yang, Naman Tandon; Video Editor Alessia Tinti; Production Design Michala Sabnani, Katya Bohdan; Graphics by Vivek Mehta; Camera and Sound by Grey Scale Productions Bharat; Executive Producers Kristin Powers, Emma O'Brien, Nicholas Killham, Aarti Jitender; Special Thanks Lou Del Bello, Jeanette Rodrigues, Alex Millson, Clara Ferreira Marques

How to Power India’s Ambitious AI Goals

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e27f1cdd-c47b-429c-aa04-b4a50086548d/transcript

AI is becoming a new measure of global power, built on chips and the infrastructure that powers them. But while India has the talent and the data, it still lacks many of the critical building blocks to be a leader on frontier AI.

In the first episode of Emerging, a monthly podcast series, host Menaka Doshi examines India’s AI trilemma: Can the world’s most populous country achieve AI sovereignty without controlling the technology’s most advanced layers? She’s joined by Srikanth Velamakanni, co-founder of Fractal Analytics, India’s first publicly listed pure-play AI company, and Ganesh Ramakrishnan, a professor at the Indian Institute of Technology-Bombay, to explore how India hopes to turn its talent, scale and innovation into a competitive edge.

Read more: Modi’s High-Stakes Push for Sovereign AI Faces Reality Check

Watch more: Why Big AI Is Obsessed With India 

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Menaka Doshi; Produced by Kurien Abraham, Yang Yang, Naman Tandon; Video Editor Effie Toh; Production Design Michala Sabnani, Katya Bohdan; Graphics by Vivek Mehta; Camera and Sound by Grey Scale Productions Bharat; Executive Producers Kristin Powers, Emma O'Brien, Nicholas Killham, Aarti Jitender; Special Thanks Julia Weaver, Ilana Susnow, Jeanette Rodrigues, Edwin Chan

AI is becoming a new measure of global power, built on chips and the infrastructure that powers them. But while India has the talent and the data, it still lacks many of the critical building blocks to be a leader on frontier AI.
In the first episode of Emerging, a monthly podcast series, host Menaka Doshi examines India&rsquo;s AI trilemma: Can the world&rsquo;s most populous country achieve AI sovereignty without controlling the technology&rsquo;s most advanced layers? She&rsquo;s joined by Srikanth Velamakanni, co-founder of Fractal Analytics, India&rsquo;s first publicly listed pure-play AI company, and Ganesh Ramakrishnan, a professor at the Indian Institute of Technology-Bombay, to explore how India hopes to turn its talent, scale and innovation into a competitive edge.
Read more:&nbsp;<a href="https://www.bloomberg.com/news/features/2026-06-02/modi-wants-india-to-join-japan-uk-in-ai-superpower-race-to-rival-us-china">Modi&rsquo;s High-Stakes Push for Sovereign AI Faces Reality Check</a>
Watch more:&nbsp;<a href="https://www.youtube.com/watch?v=1OjYIUz19oA">Why Big AI Is Obsessed With India</a>&nbsp; We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by Menaka Doshi; Produced by Kurien Abraham, Yang Yang, Naman Tandon; Video Editor Effie Toh; Production Design Michala Sabnani, Katya Bohdan; Graphics by Vivek Mehta; Camera and Sound by Grey Scale Productions Bharat; Executive Producers Kristin Powers, Emma O'Brien, Nicholas Killham, Aarti Jitender; Special Thanks Julia Weaver, Ilana Susnow, Jeanette Rodrigues, Edwin Chan

Can India Win the AI Race Without Its Own OpenAI?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9bb6b7e0-0710-4b5f-aa7c-b48200801437/transcript

The superpowers of tomorrow have more in common than you think. Bloomberg’s Menaka Doshi and Haslinda Amin dive deep on the challenges and opportunities facing some of the world’s most exciting, rising economies. How does India gain an edge in AI when the technology is dominated by the US and China? Is Singapore really the best model for rapid economic development? And just how important is soft power in a country’s rise? Each episode, Menaka and Haslinda sit down with leaders and experts to talk about the new economies shaping the global future. Published monthly, this series runs alongside Bloomberg’s New Economy Forum, taking place in Delhi, India for the first time this October. 

The superpowers of tomorrow have more in common than you think. Bloomberg&rsquo;s Menaka Doshi and Haslinda Amin dive deep on the challenges and opportunities facing some of the world&rsquo;s most exciting, rising economies. How does India gain an edge in AI when the technology is dominated by the US and China? Is Singapore really the best model for rapid economic development? And just how important is soft power in a country&rsquo;s rise? Each episode, Menaka and Haslinda sit down with leaders and experts to talk about the new economies shaping the global future. Published monthly, this series runs alongside Bloomberg&rsquo;s New Economy Forum, taking place in Delhi, India for the first time this October.&nbsp;

Introducing: Emerging

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4c321b4e-bdb9-4906-b7d2-b48000e2f21b/transcript

Emerging

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