India's Data Center Market Surges Amid Gulf Crisis, Attracting Hyperscalers

• Geopolitical tensions in the Gulf region, particularly attacks on data centers in the UAE, are prompting global hyperscalers to consider India for data co-location operations.
• India's data center capacity is projected to reach 4 GW by 2030, with significant investments expected, especially in the Mumbai Metropolitan Region (MMR).
• Hyperscalers like Google, Microsoft, and Amazon Web Services, along with pure-play data center operators, are set to benefit from this shift.
• While Gulf countries offered ease of business and cheap electricity, recent attacks by Iran have damaged their data center ambitions, with AWS reporting damage to facilities in UAE and Bahrain.
• India offers long-term stability, scale, and cost-efficiency in construction, coupled with favorable government policies and incentives, making it an attractive alternative.