I recorded a short commentary on 2026‑06‑24 noting that Mumbai, Bengaluru, and Delhi are each “running out of water” and warned that India “cannot build the future it wants on a foundation that is literally running dry.” I flagged four sectors—data centers, nuclear, semiconductor fabs, and precision agriculture—as “massively water‑intensive” projects still planned on a “groundwater table that is already critically depleted.”
- Mumbai is running out of water.
- The four bets that will define India's rise are “Data centers,” “Nuclear,” “Semiconductor fabs,” and “Precision agriculture.”
- Every single one is massively water‑intensive.
I see this tension as an implicit decision to keep pushing these strategic sectors despite the water risk because they are the “four bets” that will define India’s rise.
- Development is planned on a groundwater table that is already critically depleted.
- Bengaluru is running out of water.
- Delhi is running out of water.