India's Data Centre Boom: AI Fuels Next Infrastructure Investment Wave

• Accelerating AI adoption and data consumption are driving massive demand for data centres in India.
• India's data centre capacity is projected to grow significantly, reaching 4.5-5 GW by FY28, with strong policy support.
• Despite generating 20% of global data, India has only 5.5% capacity, indicating a huge demand-supply gap.
• AdaniConneX and Reliance-backed platforms are set to contribute nearly 50% of the upcoming capacity.
• India offers one of the lowest capex per MW globally, making it an attractive investment hub for operators and ecosystem players.

Why It Matters: India's data centre sector is poised for massive growth, fueled by AI and policy, creating a broad investment opportunity.