When the monsoon fails, India's AI dreams fail with it

India's southwest monsoon is running 35% below normal. Mumbai's reservoirs are at 12% of capacity. And the rain that should have arrived by June 11th still hasn't. The same water and power systems that keep this economy running are now being asked to power India's AI future too — a $180 billion data centre bet that nobody is stress-testing against a failing monsoon and climate change.

The groundwater is already over-extracted. The grid hit an all-time demand record in May. And the choice about who gets water first when there isn't enough has already been written into law in some states.

But almost nobody wants to say it out loud.

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