As the US braces for a massive wave of data-centre construction driven by artificial intelligence (AI) and cloud computing, pipeline manufacturing to renewable-energy solutions companies in India, such as Welspun Corp Ltd and Waaree Energies Ltd, are positioning themselves to tap this emerging multi-billion-dollar opportunity.

While Welspun Corp is looking to tap the demand for pipes, Waaree Energies is eyeing demand for solar modules and cells.

According to Vipul Mathur, Managing Director and CEO of Welspun Corp , the energy landscape in the US is undergoing a “major structural shift”, driven by the rapid proliferation of AI-enabled data centres. “Apart from the LNG exports that are happening, we are also seeing a shift because of mushrooming of the data centres. These data centres ar

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