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CNBC TV1831-12-2025, 13:37

India's Data Centre Boom: $70-80 Billion Investment Needed by 2030 for AI, Cloud Growth

  • India's data centre industry requires $70-80 billion investment by 2030 to meet surging demand from AI and cloud computing.
  • Current conventional cloud capacity of 1.5 GW needs to reach 3 GW by 2030, costing around $40 billion, even before AI workloads.
  • If capacity expands to 5 GW by 2030, total capital expenditure could rise to $70-80 billion, driven by AI and cloud.
  • Industry leaders Amit Sarin (Anant Raj) and Darshan Hiranandani (Yotta Data Services) confirm significant investment and growth, with no overcapacity risk.
  • Co-location offers 60-70% RoI with 6-7 year payback, while cloud compute investments can recover costs in 3-4 years.

Why It Matters: India's data centre sector is set for massive growth, requiring $70-80 billion investment by 2030.

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