NTPC: PIVOTING TO AI INFRASTRUCTURE

A Macro Intelligence Memo | June 2030 | CEO Edition

From: The 2030 Report Date: June 2030 Re: NTPC - Leadership Positioning Coal Generator as AI Infrastructure Player

The CEO of NTPC between 2024-2030 recognized that data center demand would become critical to the company's future. The CEO positioned NTPC as a key power supplier for India's AI infrastructure.

This strategic bet proved correct. By 2030, data center demand had become a significant and growing revenue source.

The CEO's legacy was recognizing and capitalizing on the opportunity to position an old-line coal generator as a critical piece of AI infrastructure.

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