Data Centre Investment Archives

A futuristic AI data centre with rows of server racks, cooling infrastructure and high voltage transmission lines powering a digitally connected city, representing India's growing AI infrastructure.

AI to drive $80 billion data centre boom in India by 2031, says Morgan Stanley

India could witness an $80 billion data centre investment boom by FY2031 as AI adoption gathers pace, according to Morgan Stanley. The brokerage expects installed capacity to rise nearly sixfold, driven by hyperscalers, AI workloads, data localisation and growing demand for high performance computing.

Team VAINETRA July 24, 2026

A futuristic data centre with rows of illuminated server racks, a rising growth chart, and a modern city skyline, representing India's rapidly expanding digital infrastructure and data centre capacity.

Data Centres

India’s installed data centre capacity to quadruple to 6.5 GW by 2030, driven by AI and cloud boom

The country's installed data centre capacity is expected to grow more than fourfold from 1.5 GW in 2025 to 6.5 GW by 2030, indicating the country's emergence as one of…

Team VAINETRA July 21, 2026

Global Capability Centres

Gujarat unveils ambitious data centre policy, eyes Rs 6 lakh crore investments and 7.5 GW capacity

Gujarat has unveiled its first dedicated Data Centre Policy, aiming to establish 7.5 GW of capacity while offering long term fiscal and regulatory incentives to attract hyperscale cloud providers, AI companies and digital infrastructure investors.

Team VAINETRA July 12, 2026

Data Centres India Inc

Schneider Electric Infrastructure emerges as key proxy to India’s data centre boom: Ambit Capital

Ambit Capital believes Schneider Electric Infrastructure is one of the strongest listed plays on India's data centre growth story. The brokerage expects the company's data centre business to expand rapidly as India's capacity scales up over the coming decade.

Team VAINETRA June 25, 2026

Artificial Intelligence Data Centres India Inc

SBI sees strong investment potential in data centres, chip manufacturing and green hydrogen

SBI is looking beyond traditional lending to support emerging sectors such as data centres, semiconductors, green hydrogen and small modular reactors. Chairman C.S. Setty said these industries require innovative financing structures that go beyond conventional bank loans.

Team VAINETRA June 25, 2026

Artificial Intelligence Data Centres

Why the AI boom Is creating a massive data centre opportunity

The rapid rise of artificial intelligence is triggering one of the largest infrastructure investment cycles in technology history, according to Cognizant executives speaking at the company’s AI Forum 2026. Cognizant…

Team VAINETRA June 11, 2026

Data Centres Global Capability Centres

Which states offer the best incentives for data centre investments in India? State-wise policy guide

The country's ambition to become a global data centre (GCC) powerhouse is triggering a fierce competition among states. As demand for artificial intelligence, cloud computing, digital services and data storage…

Team VAINETRA May 31, 2026

Google's planned 1GW AI data centre campus in Visakhapatnam, being developed alongside partners AdaniConnex and Airtel Nxtra.

Data Centres

Google, AWS, Blackstone: Why global tech giants are pouring billions into India’s data centres

India's data centre industry is entering a new growth phase as global technology giants and infrastructure investors commit billions of dollars to AI, cloud and digital infrastructure projects across the country.

Team VAINETRA May 29, 2026

As demand for AI infrastructure surges, data centre operators and investors are being forced to rethink where they build, how they secure power and which markets offer the best long term returns.

Artificial Intelligence Data Centres

The next data centre gold rush? CBRE says AI, power and Neocloud will decide the winners

The future of data centre investing may not belong to traditional hubs alone. According to CBRE, AI workloads and Neocloud demand are creating a new map of winners and losers across Asia Pacific.

Team VAINETRA May 29, 2026