India's Energy Transition Ahead of Schedule, But AI Demand & Security Pose New Challenges: WEF

• India is surpassing its energy transition targets, achieving milestones earlier than planned, particularly in renewable capacity and electricity infrastructure expansion.
• The country added nearly 50 GW of power generation capacity in 2025, with renewables contributing 44.5 GW, a significant increase from the previous year.
• Future challenges include managing increased electricity demand from Artificial Intelligence (AI) and ensuring energy security, which now encompasses infrastructure, grid resilience, and material supply chains.
• AI is expected to boost energy demand but also offers potential for optimizing energy systems and improving efficiency through the convergence of energy and digital technologies.
• Beyond renewable electricity, clean fuels are crucial for India's transition, with initiatives like the Global Biofuel Alliance highlighting the need for both 'electrons' and 'molecules' in energy transformation.

Why It Matters: India leads in energy transition, but must address AI's power needs and broaden energy security for future growth.